Firm360 Reviews & Product Details

We absolutely love the invoicing process and the ease of being able to edit and customize but still have the simplicity that is not overwhelming. The time feature has really been a benefit for our firm. All employees are able to keep track and be even more organized and not spend time keeping up with which projects etc they are working on! Customer Service has also been amazing and always to quick to respond and help. We have also loved the pricing and it really works well in our practice budget. As far as performance, there has been rarely any issues and is always up and running with speed! Review collected by and hosted on G2.com.

We have not found anything we dislike about Firm360! Review collected by and hosted on G2.com.

The user interface is clean and intuitive, which makes it easy to navigate and helps both staff and management stay organized. Implementation was straightforward, and the system has improved our visibility into project status while supporting better overall firm productivity. Review collected by and hosted on G2.com.

While Firm360 is very comprehensive, some features come with a learning curve, particularly during the initial setup and onboarding. That said, once everything is configured, the platform becomes much easier to navigate and use day to day. Review collected by and hosted on G2.com.

Firm360 has been very user friendly and efficient for engagement management. I especially like the centralized workflow, visibility into project status, and the ability for teams to collaborate and track progress in real time. It has helped improve organization, communication, and overall efficiency within our audit processes. Review collected by and hosted on G2.com.

While Firm360 is very helpful overall, there are times where certain features or workflows could be more intuitive. Some processes can feel a bit repetitive or require extra clicks, and occasional lag/loading issues can slow down efficiency during busy periods. Additional customization and reporting flexibility would also be beneficial. Review collected by and hosted on G2.com.

Using Firm360 is helping us get rid of multiple systems by combining them into one. It did require a solid upfront time investment to design the workflow the way we need it. Once it was launched and aligned with our process, our professional staff have really enjoyed the reduction in administrative work, especially since we no longer have to manually communicate between the different systems we used before. Review collected by and hosted on G2.com.

1. The user role permissions aren’t detailed enough, and it’s hard to set up roles with the level of granularity I need.

2. The billing function could be more sophisticated, with more advanced options and flexibility. Review collected by and hosted on G2.com.

I like that with Firm360, everything's right at hand on the front screen. It makes it easy to go into a client and send them secure documents right from there. Another thing I appreciate is how quickly we can get engagement letters signed upfront. Clients respond very well to that. We had wonderful support during the initial setup. Review collected by and hosted on G2.com.

The document management in Firm360 isn't as clear as we'd like it to be. We want to have separate categories and areas instead of one big list of documents. Although sorting is possible, we're unable to directly move a PDF to our electronic tax return program. We have to first move it to our desktop, which adds extra steps. Review collected by and hosted on G2.com.

I like that Firm360 is easy to use. I appreciate being able to tie the billing to jobs, which helps prevent missed billings and lost revenue. I find it helpful to track the job process to see where we're at different stages, as it provides a real-time view and allows everyone to input their status on a job, instead of using Excel like before. Additionally, I like the reports. Review collected by and hosted on G2.com.

no issues although I do wish there were more reports Review collected by and hosted on G2.com.

Easy to manage multiple projects across multiple users. Easy to search for documents, get project updates, track time, contact clients, many features that streamline office efficiency. The layout is easy to navigate; tabs are clearly labeled and the interface is easy to catch on to. Review collected by and hosted on G2.com.

When clients message the firm, everything goes into one inbox and it's up to each employee to check to see if there are messages for them. Review collected by and hosted on G2.com.

I like Firm360's easy to navigate user interface, and I appreciate that it is an all-in-one solution for handling contacts, projects, recurring projects, and invoices. It's user-friendly, which is a big improvement from our old system. I also enjoy the easy online payments through credit card and ACH, especially since they auto sync with Firm360 when paid. Review collected by and hosted on G2.com.

It lacks in some features that other project management companies are starting to roll out, like AI integrations, more custom dashboards and reports. Also, there is nothing to help see overall staff work in progress from a time perspective, or better capacity management, so this would be helpful. The dashboard could also use some customizations. The initial setup took a bit of time, hard to port over all the information and set up the projects, so not an easy transition. Review collected by and hosted on G2.com.

I like that Firm360 keeps all our clients in one spot, making it easy to look up contact information for clients. Everything being centralized is a big plus for us. It really helps with project management and task management, especially when assigning tasks to specific employees. Job completion is tracked very easily, which I find efficient and beneficial, particularly because we handle many clients with a variety of projects and tasks. Review collected by and hosted on G2.com.

Connecting QuickBooks online for billing with Firm360 could be made easier. Currently, we're not using Firm360 for billing due to inefficiencies in handling tasks such as charging the appropriate taxes and detailing invoices for billable items. We're using outside software for billing tasks at our firm. Review collected by and hosted on G2.com.

Firm 360 has lots of features created for accountants. There are workflow management tools, detailed reports for management, and many other features. You can create budgeted times for projects, so whenever time is entered the employee know if they meet the target. There is the ability to create templates for mass emails and letters. It also serves as data storage. it's an amazing all in one product. Review collected by and hosted on G2.com.

It is constantly being adapted to better meet accountant needs. That is great, but there are still some features that could be improved upon. The email sync doesn't work corectly when clients have multiple emails. Sometimes there are some random glitches that kick people out of the software. Review collected by and hosted on G2.com.