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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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
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This reviewer was offered a nominal incentive as thanks for completing this review.
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