The most helpful for Firm 306 was the project management. We love the project management. It is so easy and effortless. Review collected by and hosted on G2.com.
The only downside I have for Firm360 would be the invoicing. There is really only a couple ways to prepare an invoice. I have in the past been able to write exactly what I wanted in the invoice so it makes certain clients happy. We like to bill tax planning and tax returns together without showing the two different projects. Just wish there was more flexibility here. Review collected by and hosted on G2.com.
Thank you for your thoughtful feedback! We’re thrilled to hear that Firm360’s project management tools have been so helpful and effortless for your team. We also appreciate your input on invoicing flexibility and understand how more customization could better meet your needs, especially for combining billing items like tax planning and tax returns. You'll be happy to hear that we're currently working on adding flexibility to invoicing. Your suggestions help us improve, and we’re grateful for the opportunity to support your firm. Thank you for sharing your experience.
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