Firm360 Reviews & Product Details

Firm360 is the all-in-one platform built for accountants by accountants to eliminate the chaos of juggling disconnected tools and manual processes. We understand the work behind the workflow — so we’ve designed Firm360 to streamline every part of running an accounting firm. From project management and client communication to time tracking, billing, e-signatures, reporting, and secure document sharing, everything is in one place. Firms use Firm360 to save hours each week, improve team collaboration, and deliver a better client experience. More than 3,000 accounting professionals trust Firm360 to operate with clarity, not complexity — supported by tailored onboarding, ongoing training, and a responsive team that’s always ready to help.

Product Website

Seller

Firm Software LLC

Discussions

Firm360 Community

Languages Supported

English

Overview by

Clay Lehman

Pricing

Pricing provided by Firm360.

Basic

$49.00

1 User

View More Pricing Information

Firm360 Integrations

(9)

Verified by Firm360

Firm360 Media

Get a clear picture of your firm's operational health and profitability. Our Client Realization, Staff Utilization, Staff Workload, and Accounts Receivable reports provide the clarity you need to make confident, data-backed decisions.

Find everything you need to know about your clients in one place: contact details, preferences, notes, communication history, projects, documents, and billing. Your team stays aligned without the headache of digging through spreadsheets or email threads.

Communicate, share files, and accept payments in one place with our secure, branded client portal. With mobile-friendly access and integrated invoicing, clients stay connected while your team keeps work moving forward.

Manage client documents with less friction. Firm360 organizes files, enables secure sharing, supports e-signatures, and provides clients with portal access so your team spends less time chasing files, and more time moving work forward.

Make signing simple for clients and staff with e-signatures. Send individual or bulk requests, and use automated reminders to keep signatures on track, making sure nothing slips through the cracks.

Operate with a comprehensive view of every project. Easily track progress, manage workloads, assess efficiency, and meet deadlines. You’ll always know who’s doing what and be able to hand off tasks smoothly.

See how Firm360’s all-in-one accounting practice management software tracks projects, deadlines & dollars, streamlines workflows, manages documents & e-signatures, and delivers a secure client portal—built for accountants by accountants.

In this client testimonial, see how Firm360’s all-in-one accounting practice management software delivers fast improvements from user feedback, plus responsive support — built for accountants to streamline workflows.

In this client testimonial, see how Firm360’s all-in-one accounting practice management software replaces 4–5 systems, centralizes projects & notes, and makes team collaboration easy — built for accountants by accountants.

Firm360 helped this 50-person CPA firm save 200+ hours every week by streamlining workflows and eliminating inefficiencies.

Firm360 Reviews (91)

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Sisanda N.

Customer Service Representative

Small-Business (50 or fewer emp.)

11/18/2025

"Streamlined Accounting with All-in-One Solution"

5/5

What do you like best about Firm360?

I find that Firm360 excels as an excellent all-in-one solution for managing accounting workflows, bringing a sense of organization and ease to complex processes. The integration of features like time tracking, billing, and project management into one platform is incredibly beneficial, eliminating the need to juggle multiple tools. This streamlined approach reduces the chaos typically associated with separate apps and tasks, making it much easier to manage various aspects of work without hassle. The convenience of built-in time tracking directly within workflows is a standout feature, as it makes what could be a chore effortless and seamless. Billing is made smooth and efficient through its direct connection to time entries and client data. Additionally, I appreciate Firm360 for helping to unify previously scattered tools, having made a switch from using a mix of tools including Karbon and separate applications for time tracking and billing. Its initial setup was notably convenient, making the transition smooth. Overall, the cohesive functionality of Firm360 drives a significantly better and more organized workflow for me. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

I find it frustrating that Firm360 automatically logs me out, which interrupts my workflow. Additionally, the two-factor authentication kicks in too frequently, which becomes annoying and disrupts my focus. Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360

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Thanks for being a Firm360 customer! We really appreciate you sharing such a detailed review. It’s great to hear how much the all-in-one workflow, especially time tracking, billing, and project management, has helped you streamline your work after juggling multiple tools.

We also hear your frustration with being logged out and with two-factor prompts interrupting your focus. This is a security measure, but the good news is that your firm has control over it. There is a setting that allows you to choose your preferred logout time due to inactivity. If you’d like help adjusting that, our team is happy to walk you through it.

If you have any other suggestions or need a hand with settings, feel free to reach out anytime at support@myfirm360.com

Andrew T.

Partner

Small-Business (50 or fewer emp.)

1/28/2025

"Hit or Miss - Better for Small Firms"

3/5

What do you like best about Firm360?

Billing and invoicing is quick and snappy, able to invoice much quicker and auto reminders are a good touch. Client management system is good, to see clients, contact information, emails, and also share multiple clients with a single contact for those that have multiple businesses is a good thing. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

It tries to do too much and mediocre at most aspects. As a Firm with a good reputation in the community, many of the aspects like messaging to clients and invoices lack customizations that would make us look more professional and put our branding in all messaging. Letter templates are bland white letters with no custom logos, no branding and look like spam letters since all this is removed. The time tracker is cumbersome and editing it while still in use is basically nonexistent, since you have to save down your time just to edit a wrong category or billing item. It is just not friendly enough for a medium size firm that needs to be Brand forward and custom for the large clients we serve.

The PDF document and file managment are unusable and we have stopped using their document management system. To download each PDF workpaper and then use an add-on to resync it, (which would fail by the way many times) left us with more headaches than solutions.

A small firm may have great success, but overall I think F360 would be better off focusing on a few compenents and doing these really well. The Software still can glitch and just overall not hitting all the marks. Review collected by and hosted on G2.com.

Whitney S.

President

Small-Business (50 or fewer emp.)

1/28/2025

"Firm360 has kept our firm on track, simplified our processes, and saved us money."

5/5

What do you like best about Firm360?

More than 3 years ago, we were able to move from multiple different products for project management, time tracking, client portals and A/R to everything in one place with Firm360. By setting up project templates, we are able to keep on top of repetitive work, annual filings for clients, etc. and nothing falls through the cracks. Support has been very responsive and there are continuous updates adding more nice features. The ability to run reports and analyze time on projects, clients, etc. is very helpful in adjusting workloads and pricing to our clients. We live by Firm360 daily! Review collected by and hosted on G2.com.

What do you dislike about Firm360?

No app for clients. Would be nice for clients to be able to take a picture or create a PDF from their phone and upload to us through the product. Review collected by and hosted on G2.com.

Response from Emily Maxie of Firm360

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Thank you for your detailed review! We're so glad to hear that Firm360 has helped streamline your firm’s workflows, consolidate multiple tools, and improve project tracking and reporting. It’s great to know that the platform has become such an integral part of your daily operations. We appreciate your suggestion for a client app with mobile upload capabilities—that’s valuable feedback, and we’ll take it into consideration as we continue to enhance the platform. Thank you for your support and for sharing your experience.

Rachel D.

Partner

Small-Business (50 or fewer emp.)

1/22/2025

"Using for about 7 months now"

4/5

What do you like best about Firm360?

An all in one snapshot of clients and all of their documents, client information, fees, etc. I like being able to access the reports that I need in current time. The user manual has a lot of good information and tips that will typically help you solve any question that you do have. When reaching out to customer service, I have always received a prompt response to my question. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

There is definitely a learning curve and all staff has to utilize it in the same manner to work efficiently and effectively. Not a fan of the messages feature. If a client sends a message all users in our firm get the message. Not just the partner in charge for who it was intended for. You can utilize the filtering option so they don't crowd up your inbox. Review collected by and hosted on G2.com.

Response from Emily Maxie of Firm360

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Thank you for your detailed feedback! It’s great to hear that Firm360’s all-in-one platform has made client data and documents easily accessible and that features like portals and RightSignature integration have been helpful for your firm. We appreciate your comments on the learning curve and the messaging feature, and we’ll take these into account as we refine the platform to improve efficiency and usability. Your insights are invaluable, and we’re grateful for the opportunity to support your firm’s success.

McKayla B.

Tax Preparer

Small-Business (50 or fewer emp.)

1/24/2025

"A Great Software Solution."

5/5

What do you like best about Firm360?

Firm360 is user friendly and intuitive. In addition, the online setup guide made it possible to implement Firm360 quickly, and our staff was able to get to work without needing to spend hours training. In addition, The customer support responds very quickly, and they are kind and helpful. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

It would be helpful if Firm360 had a feature to select multiple documents at once and download them at the same time. Right now, we have to merge the PDFs into one document, download them, and then separate them once they are out of Firm360. We also are not able to use the sign feature within Firm360 as it was found to be too difficult for clients. Review collected by and hosted on G2.com.

Response from Emily Maxie of Firm360

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We’re happy to hear that Firm360’s user-friendly design and quick implementation have helped your team get up and running smoothly, and that our customer support has been responsive and helpful. I just checked with our support team, and they said it is possible to download multiple documents at once. Here's a link with instructions on how to do that. If you have any questions, please reach out to support@myfirm360.com

See how Firm360 improved

Verified User in Accounting

Small-Business (50 or fewer emp.)

1/22/2025

"Great Management Program"

5/5

What do you like best about Firm360?

The reporting system, and the way it helps every team member keep an eye on all projects assign. Additionally that is very automated and saves hours of admin time Review collected by and hosted on G2.com.

What do you dislike about Firm360?

There are some ways it can improve it seems to have troubles when a lot of people try to access at one, I experience that in tax season when sending Enagegement letter. Additinall I personally would like if folders can be the same as clients see Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360

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Thanks for being a Firm360 customer! We’re glad to hear that reporting, automation, and client reminders have been saving your team time and helping everyone stay on top of projects. We appreciate your feedback about system performance during busy tax season and how folders display for clients — those are valuable insights we’re sharing with our product team. If you’d like, our support team would be happy to review your setup and help optimize things ahead of peak times. You can reach us anytime at support@myfirm360.com

Haley E.

Office Manager

Small-Business (50 or fewer emp.)

1/22/2025

"Amazing Software"

5/5

What do you like best about Firm360?

Firm360 is a very easy platform to use. It has so many helpful features and helps keep our projects organized. The customer suppoort forum is super helpful. We almost never actually have to reach out to their customer service team as every question I've ever had was easiler answered using the help center, but the times i have had to reach out to the customer service team they have been very helpful, kind, and super fast! Firm360 is great! Review collected by and hosted on G2.com.

What do you dislike about Firm360?

Some of our clients have a hard time using the document portal, but that could very much be user error. I can't really think of anything bad to say about Firm360. Review collected by and hosted on G2.com.

Response from Emily Maxie of Firm360

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Thank you for your wonderful review! We’re happy to hear that Firm360 has made organizing projects easier for your team and that our Help Center and customer service have been valuable resources for you. We appreciate your feedback about the document portal and will continue working to ensure it’s as intuitive as possible for all users. Thank you for trusting Firm360 to support your firm’s needs!

Lee V.

Owner

Small-Business (50 or fewer emp.)

1/22/2025

"Firm360 - Tremendous Organization"

4.5/5

What do you like best about Firm360?

I love how we can easily organize tasks & assign them. It took a bit getting used to having some of the tasks send a notification to the client, but once you understand it, it is a game changer.

Customer Service is wonderful!!! Always very responsive Review collected by and hosted on G2.com.

What do you dislike about Firm360?

I wish I could send out bulk notifications such as getting your documents in by a certain date or no guarantee of return to be filed on time...or the BOI deadline. That would be amazing!

Price is a bit high, but that's part of allowing us to be organized.

Initial implementation and integration is a bit confusing, but fortunate, I have a great team member whom has immeresed herself in it! Review collected by and hosted on G2.com.

Response from Emily Maxie of Firm360

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Thank you for your review! We’re so glad that Firm360 has helped your team stay organized and made a big difference compared to your previous process. It’s wonderful to hear that task organization, notifications, and our customer service have been game changers for you. We appreciate your feedback on bulk notifications and the implementation process, and we’ll use it to continue improving the platform. Thank you for trusting us to support your firm’s success!

Joshua S.

Accountant

Small-Business (50 or fewer emp.)

1/28/2025

"Firm360 is an all-in-one system that streamlines process and saves time."

5/5

What do you like best about Firm360?

Having all client information centralized in one place, including the client portal, payment options, billing, and time tracking, has eliminated the need to navigate multiple systems for information. Our entire day is seamlessly integrated into Firm360, with its easy and intuitive navigation enhancing our workflow. The implementation process exceeded our expectations, as Firm360 guided us through every step. Their customer support is unparalleled, always providing accurate answers and treating us with exceptional friendliness. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

Although it would be nice to have more canned report options and/or ways to save customized reports, we can always get what we want by exporting to Excel. Hopefully this feature will be improved. Review collected by and hosted on G2.com.

Jason C.

CPA & Director for Advisory Services

Small-Business (50 or fewer emp.)

1/23/2025

"Most comprehensive firm management tool available..."

5/5

What do you like best about Firm360?

Firm360 consolidated about 7 programs for us: ShareFile, DocuSign, SharePoint, MS ToDo, Outlook Contacts, TSheets, QBO A/R, Intuit Payments. All are integrated, work together, and are easy to navigate.

Implemenatation takes time, but once completed, it saves so much more time in admin down the road.

The support staff is second to none. Always repsonsive and helpful.

We could not run our firm any better without Firm360. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

My only criticism is lack of an app for iOS or Android. It would be great to work with tasks and client messages on a phone. Review collected by and hosted on G2.com.