---
title: Firm360 Reviews
meta_title: 'Firm360 Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 154 reviews by the users' company size, role or industry
  to find out how Firm360 works for a business like yours.
aggregate_rating:
  rating_value: 4.4
  review_count: 154
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# 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:** 154
## 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 find the **ease of use** in Firm360 beneficial for document management and client interactions, enhancing overall productivity. (38 reviews)
- Users appreciate the **responsive and helpful customer support** of Firm360, enhancing their overall experience and satisfaction. (19 reviews)
- Users value the **centralized management** of Firm360, enhancing organization and streamlining processes effectively across teams. (17 reviews)
- Users find Firm360's **document management** highly effective, enabling efficient organization and review of essential client documents. (15 reviews)
- Users value the **efficiency improvement** of Firm360, enhancing project tracking and streamlining processes effectively. (15 reviews)
- Time Saving (13 reviews)
- Client Portal (12 reviews)
- Task Management (12 reviews)
- User Interface (12 reviews)
- Client Management (11 reviews)

**What users dislike:**

- Users find it frustrating that they cannot **delete clients or easily manage client information** within Firm360. (7 reviews)
- Users find the **limited features** of Firm360 frustrating, wishing for improved reporting and easier navigation. (7 reviews)
- Users experience **poor usability** with Firm360, facing difficulties in document viewing and project tracking functionality. (7 reviews)
- Users find **file management cumbersome** , with issues in document organization and synchronization creating significant headaches. (6 reviews)
- Users face **download issues** with Firm360, encountering bugs and multiple steps that complicate managing PDF documents. (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 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?page=10&section=pricing&secure%5Bexpires_at%5D=2026-08-05+18%3A17%3A52+-0500&secure%5Bsession_id%5D=aa55a99a-e5f2-4c62-8488-d33308c26c3e&secure%5Btoken%5D=024435225fb8f3bab0b3bc296a12157242e31d3020afb492db23e35b6deb6a9e&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
- Approval Process Control

**Billing**
- Time
- Reporting
- Invoices
- Activity Dashboard

**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

****
- Invoice Management
- Expense Tracking
- Generative AI
- Online Payments
- Messaging
- Financial Analysis
- Email Management
- Workflow Management
- Customizable Reports
- Client Management
- Document Management
- Time Tracking
- Staff Management
- Timer
- Search/Filter
- For Accountants
- Multi-Currency
- Financial Management
- For CPA Firms
- API
- Progress Tracking
- Task Management
- Secure Data Storage
- Electronic Payments
- Reporting & Statistics
- Credit Card Processing
- Time & Expense Tracking
- Project Management
- Appointment Management
- Approval Workflow
- Billing & Invoicing
- Document Storage
- Status Tracking
- Configurable Workflow
- Due Date Tracking
- Project Time Tracking
- Reminders
- Accounting
- Data Import/Export
- AI Copilot
- Reporting/Analytics
- Customizable Branding
- Invoice Processing

## Top Firm360 Alternatives
  - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (890 reviews)
  - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (799 reviews)
  - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (704 reviews)