# Firm360 Reviews **Vendor:** Firm Software LLC **Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) **Average Rating:** 4.4/5.0 **Total Reviews:** 152 ## About Firm360 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. ## Firm360 Pros & Cons **What users like:** - Users appreciate the **ease of use** of Firm360, allowing straightforward navigation and quick learning without extensive training. (38 reviews) - Users love the **outstanding personalized customer support** of Firm360, which significantly enhances their experience and satisfaction. (20 reviews) - Users appreciate the **centralized management** of Firm360, which significantly enhances organization and streamlines processes effectively. (17 reviews) - Users appreciate the **efficient document management** of Firm360, which enhances productivity and simplifies client interactions. (15 reviews) - Users commend Firm360 for its **efficiency improvement** , streamlining processes and significantly enhancing productivity across the firm. (15 reviews) - Task Management (13 reviews) - Time Saving (13 reviews) - Client Portal (12 reviews) - Organization Features (12 reviews) - User Interface (12 reviews) **What users dislike:** - Users find the **limited features** of Firm360 concerning, particularly regarding reports and integration difficulties. (8 reviews) - Users find the **client management ineffective** due to difficulties in finding clients and integration challenges. (7 reviews) - Users highlight the **poor usability** of Firm360, facing integration issues and confusion with project reports and document management. (7 reviews) - Users find the **file management system unusable** , causing significant frustration and inefficiencies in document organization. (6 reviews) - Users face significant **download issues** with Firm360, causing frustrations and inefficiencies in document management and PDF workflows. (5 reviews) - Learning Curve (5 reviews) - Limited Customization (5 reviews) - Users express frustration with the **poor customer support** from Firm360, highlighting slow response times and inadequate resources. (5 reviews) - Slow Performance (5 reviews) - UX Improvement (5 reviews) ## Firm360 Reviews ### 1. Firm360 has really helped our practice for the better! **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie L. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2024 **What do you like best about Firm360?** 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! **What do you dislike about Firm360?** We have not found anything we dislike about Firm360! **What problems is Firm360 solving and how is that benefiting you?** It has solved organization problems with being able to keep track of assignments, projects, billing and also being perfect with integrating with our tax software so we can print directly to it and saves paper and time! **Official Response from Ranae Mogensen:** > Thank you for your kind words, Stephanie! We're delighted to hear that Firm360 has helped improve organization across your practice and that features like invoicing, time tracking, and our tax software integration are saving your team time and effort. It's also wonderful to hear that our customer support team has been responsive and helpful, and that Firm360 continues to provide the performance, simplicity, and value your firm was looking for. We truly appreciate your partnership and are grateful to be part of your firm's success. If you ever have ideas or feedback to share, please don't hesitate to reach out to us at support@myfirm360.com. ### 2. Our Firm360 Review **Rating:** 5.0/5.0 stars **Reviewed by:** Benjamin B. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Firm360?** 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. **What do you dislike about Firm360?** 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. **What problems is Firm360 solving and how is that benefiting you?** Firm360 has helped our firm eliminate many of the inefficiencies that come from relying on separate systems for CRM, project management, time tracking, invoicing, and document management. Bringing everything together in a single platform has strengthened accountability, reduced administrative work, improved visibility into workload and profitability, and enabled our team to spend more time serving clients instead of managing internal processes. ### 3. Engagement Management Platform **Rating:** 4.0/5.0 stars **Reviewed by:** monica m. | Audit Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2026 **What do you like best about Firm360?** 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. **What do you dislike about Firm360?** 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. **What problems is Firm360 solving and how is that benefiting you?** Firm360 helps streamline engagement management, task tracking, and team collaboration by keeping everything centralized in one platform. It improves visibility into project status, helps keep deadlines organized, and reduces time spent searching for information or following up manually, which increases overall efficiency and communication across teams. **Official Response from Ranae Mogensen:** > Monica, thank you for sharing your experience with Firm360! We're glad to hear that the platform has helped improve engagement management, project visibility, team collaboration, and overall efficiency within your audit processes. We also appreciate your thoughtful feedback regarding workflow efficiency, customization, reporting flexibility, and occasional performance issues. Feedback like yours helps us continue to refine the platform and prioritize improvements that make day-to-day work even smoother for our customers. Thank you for being a valued Firm360 customer. If you have specific ideas or would like help optimizing your workflows, please don't hesitate to reach out to our team at support@myfirm360.com. ### 4. Firm360 Streamlined Our Workflow by Replacing Multiple Systems **Rating:** 5.0/5.0 stars **Reviewed by:** Kai Chung W. | Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Firm360?** 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. **What do you dislike about Firm360?** 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. **What problems is Firm360 solving and how is that benefiting you?** It saves a lot of admin time and streamlines the client communication process, reducing redundancy. **Official Response from Ranae Mogensen:** > We're delighted to hear that Firm360 has helped your firm consolidate multiple systems into one platform and reduce administrative work for your team. It's especially rewarding to know that, after investing time in designing your workflows, your staff are benefiting from streamlined processes and improved communication. We also appreciate your thoughtful feedback regarding user role permissions and billing functionality. We understand the importance of having more granular permission controls and advanced billing options, and we've shared your suggestions with our product team as we continue to enhance the platform. Thank you for taking the time to share your experience. If you'd like to discuss your specific permission or billing needs, please reach out to our support team at support@myfirm360.com — we'd be happy to help explore available options. ### 5. Efficient Yet Needs Better Document Management **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah A. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **What do you like best about Firm360?** 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. **What do you dislike about Firm360?** 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. **What problems is Firm360 solving and how is that benefiting you?** Firm360 improves our time management and makes everything easy to access and learn. It keeps everything at hand, helping us manage documents securely and quickly, like getting engagement letters signed upfront. **Official Response from Ranae Mogensen:** > Sarah, thank you for sharing your experience with Firm360! We're glad to hear that having everything easily accessible, securely sharing documents with clients, and streamlining engagement letter signatures has helped improve efficiency for your team. We're also happy to hear that our onboarding and support teams helped make the transition a success. We appreciate your feedback regarding document organization and document workflows. We understand the value of having more structured document categories and reducing the number of steps required when working with external tax applications. Feedback like yours helps us continue to improve the platform and prioritize enhancements that make document management even more efficient. Thank you for being a valued Firm360 customer. If you'd like to discuss your document workflow in more detail, please reach out to our team at support@myfirm360.com. ### 6. Centralized Efficiency with Firm360 **Rating:** 4.0/5.0 stars **Reviewed by:** Ashleigh L. | Audit Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Firm360?** 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. **What do you dislike about Firm360?** no issues although I do wish there were more reports **What problems is Firm360 solving and how is that benefiting you?** Firm360 eliminates redundant lists and centralizes billing, tying it directly to jobs, which avoids missed billing. It streamlines engagement processes and provides real-time job tracking, moving away from Excel to a unified view. **Official Response from Ranae Mogensen:** > Thank you for sharing your experience with Firm360! We're glad to hear that tying billing directly to jobs, tracking engagement progress in real time, and moving away from spreadsheets has helped your team stay organized and avoid missed billings. We're also pleased to hear you're finding value in our reporting tools. As we continue to expand reporting capabilities, feedback like yours helps guide future enhancements. We're especially excited about our new Firm360 × Claude Connector beta, which allows firms to ask plain-language questions about live Firm360 data—including WIP, realization, AR aging, unbilled work, and other key metrics—and receive instant answers. If you'd like to learn more or join the beta list, please reach out to us at support@myfirm360.com Thank you for being a valued Firm360 customer and for taking the time to share your feedback! ### 7. Streamlines Multi-Project Management with an Intuitive, Easy-to-Navigate Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Kelli G. | staff accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Firm360?** 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. **What do you dislike about Firm360?** 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. **What problems is Firm360 solving and how is that benefiting you?** Communication and collaboration within the company. As we move toward more remote work, it's essential to be able to give and receive information seamlessly. Also easy to track time to a project or client. It serves as a document storage center and client messaging portal. ### 8. User-Friendly Interface, Needs More Advanced Features **Rating:** 3.5/5.0 stars **Reviewed by:** Andrew T. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Firm360?** 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. **What do you dislike about Firm360?** 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. **What problems is Firm360 solving and how is that benefiting you?** Firm360 helps us manage projects, track time, and bill clients through secure payment links. **Official Response from Ranae Mogensen:** > Andrew, thank you for sharing your feedback! We're glad to hear that Firm360's user-friendly interface, integrated project management tools, and seamless payment processing have been a significant improvement for your firm. We also appreciate your thoughtful suggestions around AI, reporting, dashboards, and capacity management. In fact, we're currently testing our new Firm360 × Claude Connector in beta, which allows firms to ask plain-language questions about live Firm360 data—including WIP, realization, AR aging, unbilled work, and other key metrics — and receive instant answers. We're continuing to invest in reporting and visibility tools, and feedback like yours helps shape those priorities. If you'd like to learn more about the Claude Connector beta, please reach out to our team at support@myfirm360.com. Thank you for being a valued Firm360 customer and for helping us continue to improve the platform. ### 9. Efficient Management, Needs Billing Optimization **Rating:** 4.0/5.0 stars **Reviewed by:** Jake K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Firm360?** 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. **What do you dislike about Firm360?** 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. **What problems is Firm360 solving and how is that benefiting you?** Firm360 helps us manage client databases effectively, centralizing project and task management. We can easily assign projects and tasks to our team, making the whole process smoother and more efficient. **Official Response from Ranae Mogensen:** > Jake, thank you for sharing your experience with Firm360! We're glad to hear that having your client information, projects, and tasks centralized in one platform has helped your team stay organized and efficiently manage a wide variety of client work. We also appreciate your feedback regarding billing and QuickBooks Online integration. We understand how important it is for billing workflows to be flexible and efficient, especially when handling taxes and detailed invoice requirements. Feedback like yours helps us continue to improve the platform, and we'd love to learn more about your specific needs. Please feel free to reach out to our team at support@myfirm360.com. Thank you for being a valued Firm360 customer and for helping us make Firm360 even better. ### 10. Firm360 Review **Rating:** 5.0/5.0 stars **Reviewed by:** Christine A. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2024 **What do you like best about Firm360?** 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. **What do you dislike about Firm360?** 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. **What problems is Firm360 solving and how is that benefiting you?** being able to track the progress of all my projects and time management. being able to sync up my emails so I don't have to manually upload them. send and request date directly from clients. **Official Response from Ranae Mogensen:** > Christine, thank you for sharing your experience with Firm360! We're glad to hear that features like workflow management, reporting, budget tracking, templates, and document storage are helping your firm stay organized and efficient. We also appreciate your feedback regarding email syncing and the occasional software glitches. We're continually improving Firm360, and feedback like yours helps guide those efforts. If you're experiencing ongoing issues, please reach out to our support team at support@myfirm360.com so we can help. We're grateful to be part of your firm's workflow and appreciate your partnership. ### 11. Firm360 Keeps Jobs, Billing, and Reporting Smoothly on Track **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Firm360?** I like that it tracks the jobs we’re currently working on, so my co-workers and I can stay on the same page about progress. With just a quick click, we can update where we’re at on a task, see what’s already been completed, and keep everything moving forward. I also appreciate how straightforward it is to send detailed billing to our clients, since Firm360 keeps track of timesheets and lets us code time for billing within the same workflow. On top of that, our management team can pull reports for job costing and employee performance, which really pays off. Setting up the product was a bit of a process but we had support the whole way through with guided tasks that made the transition flow smoothly. **What do you dislike about Firm360?** There isn’t much I don’t like about Firm360 overall. That said, it could use a more seamless way to integrate with QBO. We ultimately didn’t choose that option because the setup process felt a bit complicated. **What problems is Firm360 solving and how is that benefiting you?** At our firm, we didn’t have a very reliable way to keep track of time spent on projects. We were stuck using different spreadsheets, which were easy to lose accuracy in and hard to compile into useful reporting. Now we’re able to pull reports and bill for the actual time worked, which puts us in a better position to price jobs accurately so we aren’t leaving money on the table. We’re also able to use some of this data for employee performance, since we can see where people might be spending extra time and then help train them better or make adjustments to our time budgets. ### 12. Valuable Project Management, Needs Signature Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Essence C. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** I like the projects page on Firm360, and how I can see all of my projects in one space. I do like that part. I also appreciate the ability to have full communication with the client from beginning to end using the portal. It really makes it easier for me to be able to get a high-level look at what's happening in the practice. **What do you dislike about Firm360?** I'm really having problems with the right signature feature. I don't like that the signature feature times out if the client doesn't respond. I thought that it continued to remind them that we're waiting on a signature. I would like it to not time out when it's waiting on people to sign and would prefer it to continue sending a signature request or maybe inform me that the client still hasn't signed after a certain number of reminders. **What problems is Firm360 solving and how is that benefiting you?** Firm360 makes it easier to see all my projects in one space and allows full communication with clients through the portal. It simplifies getting a high-level view of what's happening in my practice. **Official Response from Ranae Mogensen:** > Thanks for being a Firm360 customer, Essence! We're glad to hear the Projects page helps you keep track of all your work in one place and that the client portal makes communication easier from start to finish. We also appreciate your feedback about the e-signature experience. We've heard similar requests around signature reminders and notification options. The good news is that we're currently rolling out Adobe eSign to existing customers, which provides an enhanced signing experience. We'd love to discuss whether it's a good fit for your firm—please reach out to our team at support@myfirm360.com to learn more. Thank you for sharing your experience and helping us continue to improve Firm360. ### 13. Transformative for Workflow and Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa L. | Executive Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** I love how Firm360 has become the backbone of our organization, streamlining processes, centralizing documents, and improving workflow efficiency across our team. Its user-friendly design and task management features have been great for creating structure, accountability, and enhancing communication. I appreciate its secure method for sharing information internally and obtaining critical data. I also value Firm360's commitment to continuous improvement and the responsiveness of their support team. The centralized document management and workflow system is outstanding, especially with its secure portal for sharing directly with clients, and the e-signature to PDF merging, revision history, and direct integrations with programs like MS Office, Ultra Tax, and Adobe. Having a one-page form of client data that is customizable has been a game-changer. The onboarding team was amazing, helping us gather and verify everything into the platform, making the setup easy. Overall, we find it indispensable and continue to rely on it completely. **What do you dislike about Firm360?** It would be more helpful to be able to print directly into Firm360, instead of having to save documents and upload. Maybe a way to avoid the constant re-logging in (we understand that it is a security element) but in financial sector, we are on several screens, in several platforms, and need to be able to quickly access information or archive data without the added trouble to logging in with 2FA every 2-3 minutes. **What problems is Firm360 solving and how is that benefiting you?** Firm360 streamlines our processes, centralizes documents, and boosts workflow efficiency. It enhances collaboration, client service, and provides secure, centralized client data access. **Official Response from Ranae Mogensen:** > Thanks for being a Firm360 customer, Melissa! We're thrilled to hear Firm360 has become such an important part of your organization. It's great to know our workflow tools, document management, client portal, integrations, and onboarding process have helped streamline operations and improve collaboration across your team. We also appreciate your feedback about direct printing and session management. We understand the need for quick access when working across multiple platforms, and we've shared your suggestions with our product team. Thank you for your partnership and for recognizing our commitment to continuous improvement. If you have additional feedback or ideas, we'd love to hear from you at support@myfirm360.com. ### 14. Efficient Platform with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Sydney H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** I really like the easiness of finding what I need and the aesthetics of the Firm360 platform. Everything is clear, and whatever I need can be easily found through clear channels and pages. The details of the projects page allow for detailed searches, which makes productivity management enjoyable and obtainable for the work I do. The platform is also appealing to the eye, which adds an element of ease and enjoyment. **What do you dislike about Firm360?** Small features like downloading documents in bulk are problematic. At the moment, each document must be downloaded individually, and an option to select all and download into a zip file would greatly improve productivity. Additionally, the client messaging system could be improved. The client messages could automatically be assigned when the client replies to a message, and formatting options could be expanded. Integrations into the messages could be improved by adding links to invoices, uploaded documents, or buttons. The initial setup was complex. **What problems is Firm360 solving and how is that benefiting you?** Firm360 helps with client and product management, allowing easy access to needed information through clear channels. The appealing interface enhances smooth navigation and project detail searches, improving productivity management. **Official Response from Ranae Mogensen:** > Thank you for being a Firm360 customer, Sydney! We appreciate your thoughtful feedback. It’s great to hear that the clear layout, project details page, and overall design help make productivity management easier. We also hear you on bulk document downloads, client messaging, and setup. Firm360 does support bulk document downloads for Admin users once the feature is enabled. You can find steps in our Help Center article, “How can I bulk export my client's documents?” We’ve noted your messaging and setup feedback as well. Feel free to reach us at support@myfirm360.com anytime if we can help with anything else. ### 15. User-Friendly Platform with Customization and Room for Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Evelyn C. | Client Services Coordinator, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Firm360?** I like that Firm360 is very user-friendly and convenient. I also appreciate the ability to customize many fields, which helps us manage our time more efficiently. **What do you dislike about Firm360?** I wish there was an integration between CPAcharge and Firm360. It would also be nice if there was a way to have certain items from UltraTax store in specific document folders. Lastly, when adding a new client and selecting their appropriate 'services provided' options, I wish it would automatically add the corresponding project to that client. **What problems is Firm360 solving and how is that benefiting you?** I use Firm360 for time management, billing, and storing client data. It's user-friendly and allows us to customize fields, helping us manage our time more efficiently. ### 16. Clean, Easy Client Management but Needs More Templates and Task Automation **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** it allows me to manage clients pretty well, it is missing some things but overall its clean and easy to use. I would like to see some improvements that streamline tasks and utilize AI features that makes collecting documents better but clients overall had mostly good things or nothing bad to say about their experience with the client portal and my reminders. **What do you dislike about Firm360?** Needs to build out more templates to make easier. Also needs to find a way to better streamline manual tasks that take up a lot of time like creating document checklists, creating reminders for clients around quarterly deadlines and a mobile app would be great. **What problems is Firm360 solving and how is that benefiting you?** They have given me a one stop shop for managing client workflow, collecting my revenue and running my small tax practice. **Official Response from Ranae Mogensen:** > We're glad to hear that Firm360 has become a one-stop shop for managing client workflows, billing, and running your practice. It's especially great to know that your clients have had positive experiences with the client portal and reminder system, and that you find the platform clean and easy to use. We also appreciate your feedback on templates, task automation, document collection, and mobile access. We're always looking for ways to help firms reduce manual work and streamline recurring processes, and feedback like yours helps guide those improvements. If there are specific workflows you'd like help optimizing today, our support team would be happy to assist at support@myfirm360.com Thank you for sharing your experience and for being a valued Firm360 customer. ### 17. Simple Document Merging and a Great Client Center **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** Merging Documents is very simple, Love the client center and how it has all the important information upfront. The communication with the client, is smooth, as long as it's set up correct. **What do you dislike about Firm360?** Setting up projects is frustrating, it is not user friendly. I find I create more projects that can be broken easily. It seems it's less of a head ach to not add more than 3 automations before it causes issues. **What problems is Firm360 solving and how is that benefiting you?** Before we were using Office Tools. 360 has a better Document management system, Stronger Communication with Staff and Client, the workflows are better defined, and we have multiple ways to manage the projects at task and project level. We were able to process returns this ear faster with more efficient communication with our clients. **Official Response from Ranae Mogensen:** > Thanks for being a Firm360 customer! We're glad to hear you're enjoying the simplicity of document merging, the Client Center, and the improved communication and workflow management compared to your previous system. It's especially great to know that Firm360 helped your team process returns more efficiently and improve client communication. We also appreciate your feedback regarding project setup and automations. Our customer support team can help review your workflow and suggest ways to simplify project templates or automation setup. Please reach out to support@myfirm360.com so we can help make that process smoother. ### 18. Clean Billing, Smooth Workflows, and Fast Performance **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan M. | Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2026 **What do you like best about Firm360?** Billing is clean. Workflows are good. Website runs faster than local storage. Curious to see how easy it is or is not to navigate multiple years of documents on there. **What do you dislike about Firm360?** Inability to directly email partner K-1s from the software. A partnership client that has 100 partners - all 100 partners are not clients. Needs to be a way to distribute K-1s to this folks in bulk without giving them full portal access. **What problems is Firm360 solving and how is that benefiting you?** Managing paper files around the office is no longer an issue ### 19. Firm360's Simple, User-Friendly Way to Stay Organized! **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle I. | Principal & Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** I really love the simplicity in staying organized. Firm360 is extremely user-friendly! **What do you dislike about Firm360?** There is not much that I dislike, I think the reporting could be more robust. I wish there were options for printing - like setting filters and being able to print from any screen. **What problems is Firm360 solving and how is that benefiting you?** It's super user-friendly so everyone is more inept at keeping projects and tasks up to date. It's also really simple for clients to use so clients who were previously refusing to use a portal and now using it! **Official Response from Ranae Mogensen:** > Thanks for being a Firm360 customer, Danielle! We're thrilled to hear that Firm360's simplicity and ease of use help your team stay organized and keep projects and tasks up to date. It's especially rewarding to know that even clients who were previously hesitant to use a portal are now actively engaging with it. We also appreciate your feedback regarding reporting, filtering, and printing options. While Firm360 does offer saved default filters on Clients, Projects, and Tasks views, along with PDF printing and our Windows Print Driver, we understand your desire for more robust reporting and the ability to print directly from additional screens throughout the platform. Feedback like yours helps us continue improving the product, and we've shared your suggestions with our team. If you have additional ideas or would like help getting the most out of existing filtering and printing features, please submit a support ticket or reach out to us at support@myfirm360.com. We'd love to hear from you! ### 20. So Easy to Use—Quick Training and Smooth Adobe Integration **Rating:** 5.0/5.0 stars **Reviewed by:** robert g. | FRONT DESK, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** It's so EASY to use! You don't have to do any heavy research to get through the program **What do you dislike about Firm360?** It breaks everything down into it's own category. It's easy to upload and refine searches. It works well with Adobe, you can save an Adobe file right to the Clients F360 file. The training is easy and quick! **What problems is Firm360 solving and how is that benefiting you?** It gets better each time I use it for a new thing. I can get all my work done in one place or even by the tabs. **Official Response from Ranae Mogensen:** > Robert, thank you for sharing your experience with Firm360! We're thrilled to hear that you find the platform easy to use and that getting up and running didn't require extensive training or research. It's great to know that features like document management, search functionality, Adobe integration, and our training resources have helped make your workflow more efficient. We're especially glad that Firm360 continues to become more valuable as you discover new ways to use it and keep your work organized in one place. We appreciate your feedback and are grateful to have you as a Firm360 customer. If you ever have questions, ideas, or suggestions, please reach out to us at support@myfirm360.com. ### 21. Very User-Friendly, Easy-to-Navigate Screens with Always-Available Support **Rating:** 5.0/5.0 stars **Reviewed by:** Julia F. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2026 **What do you like best about Firm360?** VERY USER FRIENDLY SCREENS ARE ESY TO NAVIGATE SUPPORT ALWAYS AVAILABLE **What do you dislike about Firm360?** SOME FEACHURES LIKE PRINTING CLIENT DOCUMENTS SHOULD BE LESS INVOLVED AND SHOULD BE ABLE TO BE SELECTED AND PRINTED FROM ORIGINAL SCREEN WITH FEWER STEPS WHILE ALSO CHANGING THE DOCUMENT TO ALREADY PRINTED. WAS VERY VERY SUPRISED THAT WITH THIS PROGRAM THERE ARE SO MANY STEPS TO COPLEATE THIS SIMPLE TASK **What problems is Firm360 solving and how is that benefiting you?** CLIENT PORTAL COMUNICATION CLIENT DOCS UPLOAD/BILLING/INVOICE/GENERAL INFO O IN ONE PLACE ### 22. User-Friendly, Customizable Firm Management That Keeps Us Organized **Rating:** 4.5/5.0 stars **Reviewed by:** Christina L. | Tax Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Firm360?** It is a great firm management system that has helped our firm stay more organized. We love the user friendly interface and the customization options. **What do you dislike about Firm360?** The notifications still need some work. For example, when I leave a comment, I end up getting a notification about it too, and I wish I didn’t receive that. **What problems is Firm360 solving and how is that benefiting you?** It helps our firm stay organized overall and each year whereas before we were spending too much time on admin with excels. **Official Response from Ranae Mogensen:** > Christina, thank you for being a Firm360 customer! We really appreciate you taking the time to share your feedback on G2. We’re glad to hear Firm360 has helped your firm stay more organized year over year, and that the user-friendly interface and customization options have made a difference — especially compared to managing everything in spreadsheets. You’re absolutely right about notifications, and we appreciate you calling that out. The example you shared around receiving notifications on your own comments is helpful, and we’ve noted this with our product team as an area for improvement. In the meantime, if you’d like help reviewing notification settings or have other suggestions, feel free to submit a ticket to our help desk or reach out to our support team at support@myfirm360.com . Thanks again for your thoughtful feedback — we’re grateful to be part of keeping your firm organized. ### 23. Firm360: One Integrated Source of Truth for Our Firm **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly B. | Tax Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Firm360?** Firm360 takes a multi functional firm and allows us to have one source of truth for everyone. We love that so many of our necessary functions are all integrated in one platform. **What do you dislike about Firm360?** Reporting is getting better, but would still like some more robust specific reporting for certain KPI's **What problems is Firm360 solving and how is that benefiting you?** Firm360 solves for project management, time tracking, and the utmost in ease of use customer security. Client's love our platform compared to others. **Official Response from Ranae Mogensen:** > Kelli, thank you for sharing your experience with Firm360! We're thrilled to hear that the platform has become a single source of truth for your firm and that having so many essential functions integrated in one place is helping your team work more efficiently. We also appreciate your feedback regarding KPI reporting. We're continually enhancing our reporting capabilities, and we're excited to be testing our new Firm360 × Claude Connector in beta. The connector allows firms to ask plain-language questions about live Firm360 data—including WIP, realization, AR aging, unbilled work, and other key metrics—and receive instant answers. If you'd like to join the beta list or discuss your specific reporting needs, please reach out to our team at support@myfirm360.com. It's especially rewarding to hear that Firm360 is helping with project management, time tracking, and client security, and that your clients enjoy using the platform. Thank you for being a valued Firm360 customer! ### 24. Firm360: Efficient Task Management with User-Friendly Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** I use Firm360 for organizing daily tasks and tracking project progress, which helps me stay organized by managing tasks, centralizing client info, and prioritizing work. I like its user-friendly interface and find the initial setup straightforward. The time tracking feature is simple and efficient, helping me accurately record time spent on tasks, keeping billable hours organized, and providing visibility into workload and project progress. **What do you dislike about Firm360?** it is logged out after some time **What problems is Firm360 solving and how is that benefiting you?** Firm360 keeps me organized by managing tasks, tracking project status, and centralizing client info. The time tracking feature is simple and efficient, helping accurately record time spent on tasks and keeping billable hours organized. ### 25. Great for Tax Season! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** Firm360 is best for keeping track of a vast array of projects simultaneously. I wouldn't know what to do without Firm360 during tax season when so many tax return projects need constant status updates. **What do you dislike about Firm360?** The Firm360 client portal needs work. I don't think I've heard many positive reviews from clients regarding the portal. Their billing integration also is not very malleable and can cause issues across parent companies. **What problems is Firm360 solving and how is that benefiting you?** Firm360 helps us keep track of the large project workloads each member of our firm occupies, and allowing each other to see what the current status is for client updates is a huge win. **Official Response from Emily Maxie:** > Thank you for your feedback! It’s great to hear that Firm360’s project tracking and filtering tools are helping you stay organized and prioritize effectively, even with a high volume of work. We appreciate your comments about client communication and portal accessibility, and we’re committed to making improvements in these areas. Your insights are valuable as we continue to enhance the platform to better serve you and your clients. ### 26. Great Management Program **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **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 **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 **What problems is Firm360 solving and how is that benefiting you?** Reminderes to clients is excelent feature I have to set it up one time and don't have to go back an follow up every time **Official Response from Ranae Mogensen:** > 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 . ### 27. Streamlined Billing, Time Tracking, and Recurring Projects **Rating:** 4.0/5.0 stars **Reviewed by:** Collin V. | Partner, VP, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Firm360?** Time Tracking - use for staff time entry Project Management - set up recurring jobs and use for deadline tracking **What do you dislike about Firm360?** Billing Invoicing - could be more user friendly for past-due invoices, and doesn't work well to email statements that include multiple invoices **What problems is Firm360 solving and how is that benefiting you?** Project management - helping keep better track of projects, especially small bookkeeping/payroll related projects Tiem tracking - helping track billable hours much better **Official Response from Ranae Mogensen:** > Collin, thank you for sharing your experience with Firm360! We're glad to hear that time tracking and recurring project management are helping your team stay on top of deadlines and better manage billable work. We also appreciate your feedback regarding billing and invoicing. Good news — you can email statements that include multiple invoices through the Client Accounts Receivable report. If you'd like help setting this up or reviewing the process, our support team would be happy to assist. Please reach out to us at support@myfirm360.com Thank you for your feedback and for being a valued Firm360 customer. ### 28. Great document management and A/R tool **Rating:** 5.0/5.0 stars **Reviewed by:** Dale P. | Area Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Firm360?** Document Management feature is a game-changer for our firm. Easy to search, tag and to edit multiple documents at a time. Best used when you establish a firm-wide naming index for your documents. **What do you dislike about Firm360?** The checklists and questionnaires for client intake are not the most sophisticated. But they get the job done. **What problems is Firm360 solving and how is that benefiting you?** Tracking project time, billing, invoicing, A/R has all improves since implementing F360. ### 29. Intuitive Client Lookup and Smooth Project Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2026 **What do you like best about Firm360?** It is very easy/intuitive to look up a client. I also LOVE the easy flow of the projects for tracking our work. Works well with printing from other apps. **What do you dislike about Firm360?** I would like to see a quick, realization window in the billing tab, so that I don't have to generate a separate report. That would make billing during tax season much smoother. **What problems is Firm360 solving and how is that benefiting you?** It has provided a very easy to use client portal. My clients love it. They also like the ability to pay their invoices from their portals. **Official Response from Ranae Mogensen:** > We're thrilled to hear that Firm360 makes it easy to find client information and track projects, and that the client portal and online payment capabilities have been a hit with your clients. It's also great to know that printing from other applications fits smoothly into your workflow. We appreciate your suggestion regarding realization metrics in the billing workflow. Having quick access to key billing insights during busy tax season is valuable feedback, and we've shared your idea with our product team as we continue to enhance reporting and billing efficiency. Thank you for taking the time to share your experience and for being a valued Firm360 customer. If you have additional ideas or feedback, we'd love to hear from you at support@myfirm360.com. ### 30. Great drag-and-drop, but the upload UI needs work **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Firm360?** What makes Firm360 great is that it’s clearly designed by people who’ve actually lived through a tax season. It stops you from constantly switching between five different apps by keeping everything you need on one screen. **What do you dislike about Firm360?** The biggest drawback is the steep learning curve. Because it brings so many tools together in one platform, the interface can feel cluttered and overwhelming at first. It also takes a significant time commitment to set everything up properly and get the whole team fully comfortable with the workflow. **What problems is Firm360 solving and how is that benefiting you?** organized safekeeping of documents **Official Response from Emily Maxie:** > Thank you for your feedback! It’s great to hear that you’re enjoying the drag-and-drop functionality for uploading files. We appreciate your suggestion about renaming created folders and understand how this enhancement could improve your experience. Your input is valuable as we continue to refine Firm360 to better serve your needs. Thank you for sharing. ### 31. Centralized Data Management with Room for Audit Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Ashleigh L. **Reviewed Date:** January 15, 2026 **What do you like best about Firm360?** I appreciate that Firm360 creates a seamless system to house all of our firm data, eliminating the need for multiple client lists. I like having everything in one place and the projects feature is great for monitoring where we are within a process. The initial setup was very easy, and they offer a client import that was helpful. **What do you dislike about Firm360?** The tasks do not have a history time stamp feature, and we wish it would so we could use this as part of our audit documentation compliance. The initial setup was easy but time consuming to create our client list with all the data points. Although they offer a client import, getting the Excel file ready for import took some time. **What problems is Firm360 solving and how is that benefiting you?** Firm360 eliminates the need for multiple client lists and creates a seamless system to house all our firm data. I like having everything in one place, and the projects feature helps us monitor our progress. **Official Response from Ranae Mogensen:** > Ashleigh, thanks so much for being a Firm360 customer! We’re glad to hear Firm360 has helped you centralize your firm data into one seamless system — especially that having everything in one place (and the Projects feature) makes it easier to monitor where you are in a process. We’re also happy the initial setup and client import were helpful. We also really appreciate your feedback about task history time stamps for audit documentation compliance. That’s an important point, and we will share it with our product team. And you’re absolutely right — while the initial setup can be easy, it can still be time-consuming to get your client list and all data points built out, especially prepping the Excel file for import. We know it takes effort, but it’s worth doing it the right way. Our team is always here to assist you every step of the way and help in any way we can to make sure your data integrity doesn’t skip a beat. If you’d like, please reach out to us at support@myfirm360.com. We’re happy to share tips for speeding up your import prep and improving your setup workflow. ### 32. Streamlined Our Accounting Firm with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Colton H. **Reviewed Date:** January 15, 2026 **What do you like best about Firm360?** I really appreciate the project tracking management feature in Firm360. It's great that everything is integrated together, meaning we don't need multiple accounts for different functions. Other firms might have to use separate software for things like document storage and invoicing, but everything being combined into one with Firm360 is a big advantage. I've also received positive feedback from clients about the client portal, and they like that they don't have to set up separate accounts as we use their information already on file. This streamlined approach means we're more efficient and cuts down on the back and forth communication significantly. **What do you dislike about Firm360?** The number one thing that doesn't work well is the signatures seem clunky and slow with RightSignature. However, it does work fine. I don't have any major complaints about it, but I know it could be better. Also, with the proposal feature, it would be helpful for a client to be able to select which option they want, since we do a lot of tiered proposals. **What problems is Firm360 solving and how is that benefiting you?** I use Firm360 for managing everything in my accounting firm. It streamlined operations, reducing my admin time by 75% and helping me track projects and deadlines. It cut back on communication, letting me take on more clients and grow my team. **Official Response from Ranae Mogensen:** > Colton, thank you for being a Firm360 customer and for sharing your thoughtful feedback! We’re glad to hear the e-signature workflow works for you overall, and we appreciate your honest note about RightSignature feeling a bit clunky and slow. Good news — Adobe e-signatures are coming, which should provide a smoother, less clunky experience. We’re excited about this upgrade and think it will address much of what you mentioned. We also really appreciate your suggestion around tiered proposals and allowing clients to select an option directly. We’ve added this as an enhancement request for our product team so it’s on their radar. Thanks again for the feedback. It truly helps us make Firm360 better. If you’d like to discuss this further or need anything in the meantime, feel free to reach out to us at support@myfirm360.com ### 33. Efficient Client and Document Management with Firm360 **Rating:** 5.0/5.0 stars **Reviewed by:** Debbie W. **Reviewed Date:** January 15, 2026 **What do you like best about Firm360?** I really like the ease of use that Firm360 offers. It's particularly helpful that my clients can find their documents in the portal, and I can keep all their documents and information in one place, which makes it easy to find everything when properly labeled. I also appreciate some of the automation and the ability to manage clients and documents based on how they are filed. The initial setup was fairly easy, and the support was great. **What do you dislike about Firm360?** Automated documents coming into the client action list instead of directly to the client's portal requires extra time to move them to the portal. All the lists are not alphabetical, which would be helpful. When loading documents, it would be great to have the option to make them visible for the client. **What problems is Firm360 solving and how is that benefiting you?** I use Firm360 for managing files, projects, and billing. It helps me keep all client documents and information in one place, making it easy to find when properly labeled, which is invaluable as I manage my firm solo. **Official Response from Ranae Mogensen:** > Thank you for being a Firm360 customer, Debbie! We really appreciate you taking the time to share such a thoughtful review. It’s great to hear that Firm360’s ease of use, client portal, and ability to keep all documents and information in one place are helping you manage your firm efficiently, especially as a solo practitioner. We’re also glad the initial setup went smoothly and that our support team was helpful. We appreciate your constructive feedback as well. For documents created with our Document Templates, those initially land in the Documents area, but you can configure document types so they go straight to the client portal and are visible by default. For sorting, using the Description column will allow you to alphabetize lists—an easy feature to miss at first. And when uploading documents, document type settings can also control whether files remain internal or are immediately visible to clients. If you’d like help configuring any of these options or want to share additional ideas, please reach out to us at support@myfirm360.com. We’re always happy to help. ### 34. Streamlined Firm Management with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Alessandro C. | Firm Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Firm360?** I really like Firm360 for its ease of use. It works the way you'd expect it to, which made it easy for our team at SARANTO LLC to adapt immediately. The integrations are valuable too; Firm360 works well with other industry software through Zapier and their API. The team behind Firm360 is also great—they're knowledgeable, accommodating, and continue to offer the same excellent service as when we first became clients about two years ago. They are very responsive, and the programming team consistently releases useful updates based on client needs. I can't overlook how the software helps us keep all our information in one place, track clients effectively, and maintain an overview of team workloads for better efficiency. The Stripe integration provides a clear view of Accounts Receivable which is quite helpful. Lastly, their support made the setup very easy for our team. **What do you dislike about Firm360?** Currently Firm360 integrates with Stripe only for merchant processing. Stripe, functionally, has a very antiquated way to verify ACH. Many clients do not want to go through their process. ACH is less expensive for us to process payments, however, we have to use a secondary system to process that. I know they are working on upgrading this system and we look forward to it. Reporting, but they are also working on that. **What problems is Firm360 solving and how is that benefiting you?** Firm360 centralizes all our information, helping track clients and team workloads for efficiency, while its billing system with Stripe integration offers clear financial oversight. **Official Response from Ranae Mogensen:** > Thank you for being a loyal Firm360 customer, Alessandro! We really appreciate you sharing your experience. We’re glad to hear how easy Firm360 was for your team at SARANTO LLC to adopt and that the integrations, centralized data, workload visibility, and Stripe AR tracking have been so helpful. It also means a lot to hear your kind words about our support team and ongoing product updates over the past two years. We also appreciate you calling out the current limitations around ACH verification with Stripe and reporting. That feedback is well noted, and you’re right, both are areas we’re actively working on improving based on customer input like yours. Thanks again for trusting Firm360 to help run your firm. If you ever have additional ideas or want to share more feedback, we’d love to hear from you at support@myfirm360.com ### 35. All Client Tax Documents in One Place—Easy Access with 360 **Rating:** 4.5/5.0 stars **Reviewed by:** Maureen P. | Client Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2026 **What do you like best about Firm360?** The most helpful part of 360 is having all documents stored in one place, so clients can easily access their tax returns and any other documents they may need. **What do you dislike about Firm360?** When sending an electronic signature, you have to leave 360 and use an independent signer to complete it. **What problems is Firm360 solving and how is that benefiting you?** Updating Rightsignature requests. **Official Response from Ranae Mogensen:** > Maureen, thank you for sharing your feedback! We're glad to hear that having all client tax documents in one place makes it easy for both your team and your clients to access important information when they need it. We also appreciate your feedback regarding electronic signatures. Good news — Adobe eSign is now available and provides a more streamlined signing experience. We'd love to tell you more about it, so please reach out to our support team at support@myfirm360.com. Thank you for being a valued Firm360 customer! ### 36. Everything in One Place for Documents and Signatures **Rating:** 5.0/5.0 stars **Reviewed by:** whitney b. | Bookkeeping Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Firm360?** Everything is in one place, documents and signatures **What do you dislike about Firm360?** Some users don't understand why they have to have separate logins to the firm360 portal **What problems is Firm360 solving and how is that benefiting you?** It’s helpful to have signatures all in one place, instead of having to use several different tools to collect digital signatures. ### 37. Good for Retention and Billing, but Slow at Times **Rating:** 3.5/5.0 stars **Reviewed by:** Adrian C. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2026 **What do you like best about Firm360?** It is an all-in-one solution for things like document retention and billing. **What do you dislike about Firm360?** It can be slow and requires too much downloading of files. **What problems is Firm360 solving and how is that benefiting you?** It is a lot cheaper of a solution than many of its competitors notable the CS suite. ### 38. It's been amazing. It's very user-friendly and there's always new helpful features being added. **Rating:** 4.5/5.0 stars **Reviewed by:** Chai S. | Senior Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** Firm360 helps myself and the firm stay really organized. Deadlines will never be missed again. **What do you dislike about Firm360?** Firm360 can be a little faster. I know it has issues loading documents sometimes. **What problems is Firm360 solving and how is that benefiting you?** Firm360 helps us track time that should be billed and helps us stay organized. **Official Response from Emily Maxie:** > Thank you for your feedback! It's great to hear that Firm360 has helped your firm stay organized and meet deadlines, as well as track billable time effectively. We appreciate your input on document loading speed, and we are actively working on a solution for this. Thanks for your insights — they are invaluable as we strive to provide the best experience possible. ### 39. Simplifies Project Management & Client Communication **Rating:** 4.0/5.0 stars **Reviewed by:** Derrick W. | Patriot, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** I like Firm360 for its ease of use. The client portal is also a great feature, making it easy to communicate with clients, share documentation, and track deliverables. Additionally, the initial setup was very easy for our team. **What do you dislike about Firm360?** I feel like there could be more modification and usability options for the 'My Open Projects' tab on the Dashboard. **What problems is Firm360 solving and how is that benefiting you?** I use Firm360 for managing projects and workload, and it's easy for client communication. The client portal simplifies sharing documents and tracking deliverables. **Official Response from Ranae Mogensen:** > Thanks for being a Firm360 customer, Derrick! We’re so glad Firm360 makes project management, client communication, document sharing, and deliverable tracking easier for your team. We also appreciate your note about wanting more modification and usability options for the “My Open Projects” dashboard tab—we’ll share that feedback with our product team. You can always reach us at support@myfirm360.com with more ideas. ### 40. The software is fairly simple to use **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** I really like the connective quality is has for all our staff. We are able to to see what everyone is working on and have instant updates for clients. **What do you dislike about Firm360?** At times it is a little more complex than it needs to be with its functioning and it has limitations. It also has too much email correspondence to clients **What problems is Firm360 solving and how is that benefiting you?** It makes access to all documents easy. It also makes the ease of talking to other staff less overbearing. **Official Response from Emily Maxie:** > Thank you for your thoughtful review! We’re glad to hear that Firm360 has improved communication within your team and made document access and organization easier. We appreciate your feedback on the platform's complexity and limitations, and we’ll use it to identify areas for improvement. Your insights are valuable as we continue to enhance the user experience. Thank you for sharing! ### 41. Powerful Filters and Reporting That Simplify Project Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Firm360?** I appreciated the ability to sort out using the different filters and the various reports that can be generated. **What do you dislike about Firm360?** The messaging system has potential to be improved. I would also like the have the ability to turn off certain automated messages to clients when moving through projects. **What problems is Firm360 solving and how is that benefiting you?** Clients have been able to upload documents easier eliminating unnecessary foot traffic during our busier times of the year. **Official Response from Ranae Mogensen:** > Thank you for sharing your experience with Firm360! We're glad to hear that the filtering options and reporting capabilities help make project tracking and management easier for your team. Good news! Automated client messages can be configured within project templates, including options for managing when messages are sent. Our support team would be happy to help you review your setup and explore ways to better align notifications with your workflow. Please reach out to us at support@myfirm360.com for assistance. We're also pleased to hear that the client portal has made document collection easier and helped reduce unnecessary office visits during busy times. Thank you for being a valued Firm360 customer. ### 42. Organizes My Workflow and Boosts Productivity with Clear Visibility Into Key Areas **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2026 **What do you like best about Firm360?** It helps me organize my day better by understanding my workflow and managing my time more efficiently. It also provides visibility into key areas such as Integrations, Performance, Pricing/ROI, Support and Onboarding, and AI/Intelligence, allowing me to make better-informed decisions and improve overall productivity. **What do you dislike about Firm360?** We need to integrate scheduling features into the system **What problems is Firm360 solving and how is that benefiting you?** It helps me organize my day better by understanding my workflow ### 43. All-in-One Client Dashboard for Project Tracking and Task Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2026 **What do you like best about Firm360?** Most all things we need are accessed through the client dashboard. The ability to track all projects and assign different tasks to staff. **What do you dislike about Firm360?** Not being able to edit time on billed invoices & not being able to access client realizations easily through the client screen. **What problems is Firm360 solving and how is that benefiting you?** The biggest benefit so far has been the ability to easily enter and track all client work through the tasks and projects. ### 44. Streamlined Billing and Easy Customization for Our Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2026 **What do you like best about Firm360?** I think the billing is streamlined and easier than prior products we have used. The ease of customization helps to make it a good fit for our needs. **What do you dislike about Firm360?** Doesn't integrate as well as I would like with the Thomson Reuters software. Sometimes it's difficult to locate documents. **What problems is Firm360 solving and how is that benefiting you?** Keeping me organized and providing one software to to the job of several previously ### 45. Best for team collaboration and pricing **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2026 **What do you like best about Firm360?** I like being able to track my projects and support cross-collaboration with others. **What do you dislike about Firm360?** At times, I forget to stop the timer, so it keeps running. I’d like the option to enter the close-out date and time for when the project session actually ended. **What problems is Firm360 solving and how is that benefiting you?** It helps me track project progress and assign work to team members. Helps with billing hours and pricing **Official Response from Ranae Mogensen:** > Thank you for sharing your feedback! We're glad to hear that Firm360 helps you track projects, collaborate with team members, and manage billing and pricing more effectively. Good news! If a timer is accidentally left running, you can manually adjust the time afterward using the Deduction feature. If you'd like help with this process, our support team would be happy to assist—please reach out to us at support@myfirm360.com. Thank you for being a valued Firm360 customer, and we appreciate your feedback as we continue to improve the platform. ### 46. Streamlined Accounting with All-in-One Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Sisanda N. | Customer Service Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **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. **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. **What problems is Firm360 solving and how is that benefiting you?** I use Firm360 to consolidate accounting workflows, integrating time tracking, billing, and project management. It minimizes tool juggling and chaos by unifying multiple functionalities in one platform, enhancing organization and efficiency. **Official Response from Ranae Mogensen:** > 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 ### 47. All Projects, Tasks, and Client Billing in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2026 **What do you like best about Firm360?** I like having all my projects, tasks, and client billing in one place. **What do you dislike about Firm360?** MFA can be a little annoying at times, but I understand it’s necessary for security and safety. **What problems is Firm360 solving and how is that benefiting you?** Firm360 helps streamline client information and makes it easier to keep everything organized in one place. It also gives clients convenient access to their documents whenever they need them. ### 48. Great Dashboard, Portal, and Document Requests - Excellent Program **Rating:** 5.0/5.0 stars **Reviewed by:** Christie M. | Bookkeeper and Tax Preparer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Firm360?** Dashboard and portal and document requests **What do you dislike about Firm360?** I haven't found anything I really dislike **What problems is Firm360 solving and how is that benefiting you?** Organization and time management ### 49. Hard-to-Organize Document Storage and Limited PDF Editing Slow Things Down **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Firm360?** One platform that handles a multitude of different functions **What do you dislike about Firm360?** I find the document storage to be a little hard to organize. Our firm also doesn't have the add-in to edit PDF's so I find that to be an inefficient use of this part of the program. **What problems is Firm360 solving and how is that benefiting you?** Multiple functions within one platform. ### 50. Makes Managing Project Deadlines and Outstanding Tasks Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2026 **What do you like best about Firm360?** It makes it easy to manage project deadlines and tasks that are outstanding **What do you dislike about Firm360?** Having to have each client have their own email address, difficult with older clients that do not have email or share one. **What problems is Firm360 solving and how is that benefiting you?** It helps keep all of my clients and projects organized in one place, it saves time. ## Firm360 Discussions - [What is Firm360 used for?](https://www.g2.com/discussions/what-is-firm360-used-for) - 1 comment - [View Firm360 pricing details and edition comparison](https://www.g2.com/products/firm360/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-11+15%3A25%3A51+-0500&secure%5Bsession_id%5D=5529646b-9a45-4736-a2de-b463695bbe74&secure%5Btoken%5D=df7550585cfd598639b736f1f617b111c88ad173068e642aee47a4089f3deb60&format=llm_user) ## Firm360 Integrations - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [CCH Axcess™ Tax](https://www.g2.com/products/cch-axcess-tax/reviews) - [Drake Tax](https://www.g2.com/products/drake-tax/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) ## Firm360 Features **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Collaboration** - Collaboration - Tasks - Version Control **Billing** - Time - Reporting - Invoices **Onboarding** - Templates - Checklists - New Client **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top Firm360 Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (820 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (688 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)