Firm360 Reviews & Product Details

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. Review collected by and hosted on G2.com.

I wish there was an integration between CPAcharge and Firm360. It would also be nice if when adding a new client and selecting their appropriate 'services provided' options, I wish it would automatically add the corresponding recurring project template to that client. We also dislike that we can't process manual ach payments right away without waiting 1-3 business days to confirm the account first. We also don't like that when documents are sent to clients, they expire within 2 days and don't have a way to extend that time. Review collected by and hosted on G2.com.

Firm360's document management system has become an indispensable tool for our accounting firm. The quick merge feature saves valuable time on document preparation, Adobe editing tools make updates and signatures seamless, and the search functionality allows us to locate client information and historical records almost instantly. Having organized access to vital client documents has improved our efficiency, responsiveness, and overall client service. We highly recommend Firm360 to firms looking to streamline their operations and keep critical information readily accessible. Review collected by and hosted on G2.com.

While Firm360's document management system is excellent, the project management side can be challenging for firms managing a large volume of work. Having to manage deadlines and workflows at both the project and task levels creates extra complexity, especially when task date changes do not automatically update project timelines. For firms handling hundreds of active projects, moving due dates and adjusting workloads requires more manual effort than it should. Simplifying the relationship between tasks and projects and adding better date synchronization would greatly improve efficiency and scalability. Review collected by and hosted on G2.com.

I use Firm360 to track our workflow in real time, securely send documents between the firm and clients through the client portal, and review useful reports during tax season. I like that I can export anything to a CSV, and the core features work well. The support team is amazing; I can email them or jump on a call and get help fairly quickly. Firm360 works well with UltraTax and Stripe, and the Firm360 team made setup easier with their experience, especially for firms coming from UltraTax. Review collected by and hosted on G2.com.

I find the messaging system a bit overwhelming if I don’t have someone dedicated to keeping an eye on the global inbox and routing messages. Adobe Sign can also feel clunky. If a client enters the wrong password, the whole signature request cancels, and I have to set it up again from the beginning. The setup took work, though the Firm360 team made it much easier. Review collected by and hosted on G2.com.

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

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

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

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

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

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

Integrations and each user can bill customers Review collected by and hosted on G2.com.

It would be helpful for billing to remain assigned to a specific person, even after they leave, rather than transferring all billing to the bookkeeper/preparer. From a billing standpoint, we currently don't have a way to track or account for those charges when they are transferred. Review collected by and hosted on G2.com.

It is very user friendly for staff and clients. Review collected by and hosted on G2.com.

Hard to say something that I dislike but if I had to pick something it would be the frustration in customizing the flowchart for projects. Once I reached out for assistance though the support was super responsive and helpful. Review collected by and hosted on G2.com.

That it is an all in one platform! I only have to have one thing open to see everything! Review collected by and hosted on G2.com.

That when I print from lacerte it doesn't automatically pull that client number and send my returns to it. As well as I have to hit print two or three different times out of lacerte to send the client copy separate from efile authorization forms if need be. Review collected by and hosted on G2.com.

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

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

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