--- 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: '2026-07-17' 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 Reviews ### 1. Overall good experience with Firm360 **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica S. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** I like the way that it has helped our firm organize our projects and tasks. The billing aspect has been easy to navigate as well as using the client portal. **What do you dislike about Firm360?** I'm not completely satisfied with the Dashboard organization but am trying to work through it and figure out what works best for me. **What problems is Firm360 solving and how is that benefiting you?** It is solving the huge problem we used to have, which was figuring out the status of projects and who was working on them. **Official Response from Emily Maxie:** > Thank you for your review! It's great to hear that Firm360 has helped your firm stay organized with projects and tasks while making billing and the client portal easy to use. We appreciate your feedback about the Dashboard organization and understand how important it is to make it work for your needs. Please don't hesitate to reach out if we can be of assistance. ### 2. Best Streamlining for CPA Firms **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon C. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** It's a one stop shop. Time keeping, document storage, task management, CRM, etc... **What do you dislike about Firm360?** Nothing to really dislike. There are some minor features I wish it had, but the F360 team always takes suggestions and many times implements those in future updates. **What problems is Firm360 solving and how is that benefiting you?** It streamlines all of our processes to make us more efficient. It also has allowed us to become paperless as a firm and keep up with better metrics so that we can manage staff better. ### 3. Needs some work, but OK **Rating:** 3.5/5.0 stars **Reviewed by:** LisaMarie J. | Accounting Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Firm360?** I like how you can find records easily. I think Payrolls need more flexibility as Semi-Monthly are very strange on the dates that occur. There should be a 05 and 20th of the month option for payroll to appear a certain number of days prior to the payroll being due. **What do you dislike about Firm360?** There have been many slow downs, or times when I can't save a time entry. I don't know if it is the sheer volumne of users, but for people used to immediate response, that is very annoying. So speed is an issue and consistency. **What problems is Firm360 solving and how is that benefiting you?** There is nice consistency in the product. Ease of finding documents if you know how to search. **Official Response from Emily Maxie:** > Thank you for your feedback! We're glad to hear that Firm360 makes it easier to find records and provides consistency in document management. We’re working to continue optimizing speed and performance to enhance your experience. Thank you for sharing your thoughts. ### 4. Amazing Experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica W. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** Firm360 has been a game changer. Our firm was using multiple different platforms to meet all of needs, and that is all now being handling in Firm360. Project management, time tracking, billing, document storage, and client portal access ALL in one place. The training and customer support is outstanding and they are always open to feedback on how they can improve and expand the software. **What do you dislike about Firm360?** While the steady expansion of the software is incredible, we would like to see more focus on the deepening of what is already in existence. **What problems is Firm360 solving and how is that benefiting you?** Firm360 has recently released a Proposal Build feature which is taking us away from having to manually build proposals. Another great time saver! **Official Response from Emily Maxie:** > Thank you for your thoughtful review! We’re thrilled to hear how much Firm360 has streamlined your processes by bringing everything into one platform and that our training and support have made a positive impact. We appreciate your feedback about focusing on deepening existing features, and we’ll take that into account as we continue to enhance the software. It’s also great to hear the Proposal Build feature is already saving you time—your input helps us prioritize what matters most! ### 5. Built by Accountants for Accountants **Rating:** 4.5/5.0 stars **Reviewed by:** Lindsey W. | CPA/Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** Firm360 has enabled us to have better visibility for project management beyond just tax return projects. We are also able to store and search documents in ways we were never able to before with Thompson Reuter products. **What do you dislike about Firm360?** Better reporting functionalities when it comes to billing and employee data would be great. **What problems is Firm360 solving and how is that benefiting you?** Firm360 has enabled management to have better visibility of projects over our growing staff and allows for better client communications. **Official Response from Emily Maxie:** > It's great to hear that Firm360 has improved your project management visibility and document storage, especially compared to previous tools. We appreciate your suggestion for enhanced reporting functionalities for billing and employee data, and we’ll keep this in mind as we work on future improvements. Your input is incredibly valuable—thank you for sharing! ### 6. Easy to use, secure, convenient **Rating:** 4.5/5.0 stars **Reviewed by:** Katie S. | Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Firm360?** User-friendliness, easy to learn, and provides good amount of features **What do you dislike about Firm360?** some features seem to only be available to certain users, such as the ability to bulk download documents uploaded by clients. There's also no expense reimbursement included in the time tracking feature, which is something our previous software did have. **What problems is Firm360 solving and how is that benefiting you?** Job status tracking, it makes it much easier/more seamless to update and track job statuses. **Official Response from Emily Maxie:** > We're glad to hear that Firm360’s user-friendliness and robust features have made tracking job statuses more seamless for your team. We appreciate your suggestions about bulk downloading and adding expense reimbursement to the time tracking feature. Your insights are valuable, and we’ll take them into account as we continue improving the platform to better meet your needs. Thank you for sharing! ### 7. One Place Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Vikash S. | Tax Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2025 **What do you like best about Firm360?** Firm 360 contain many application which are very useful for office work like Microsoft Teams ,Microsoft Word and many more. Because of Firm 360 our work get easier and able to perform quickly in corporate world. **What do you dislike about Firm360?** Customer service is not upto the mark and didn't get the proper solutions . This creates a huge dissatisfaction among the user. So,this problem should be solved at earliest. **What problems is Firm360 solving and how is that benefiting you?** It's is solving a huge corporate world problem by giving experience of various work related application like MS Excel,MS Word,MS Teams. It also make client communication easy for user. ### 8. Firm360 streamlines project management **Rating:** 5.0/5.0 stars **Reviewed by:** Kelli G. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2024 **What do you like best about Firm360?** Easy to use; quick to pick up with no training. Project management & task management: so easy to share and update across a team. Time tracking: eliminates timecards and allocates to clients easily. **What do you dislike about Firm360?** Notifications are broadly dumped into one category. I'd like to be able to sort by type **What problems is Firm360 solving and how is that benefiting you?** Project management across a team is a breeze. We can share documents, track time, update co-workers and clients, request e-signatures, etc. and it's all in one place instead of an email stream that gets lost. **Official Response from Emily Maxie:** > Thank you for your thoughtful feedback! We’re delighted that Firm360 is making project and task management, time tracking, and team collaboration so seamless for you. We appreciate your suggestion about improving notification sorting and will keep it in mind as we continue refining the platform to better meet your needs. ### 9. Ease of use, many features, great support **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie E. | Operations Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** I like that they are always evolving and improving. They take suggestions seriously and work to implement every idea they can. **What do you dislike about Firm360?** Sometimes things can feel a bit clunky but like I've mentioned, they are good about listening to their customer ideas and trying to improve. **What problems is Firm360 solving and how is that benefiting you?** A place to hold all of our clients information, team collaboration, workflow, organization. ### 10. Firm360 has been a huge benefit to our firm and our clients. **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?** Firm360's client portal is the best I have ever worked with. The ability for clients to access their documents and send us documents with such a simple system is a huge benefit for us. **What do you dislike about Firm360?** The only thing I have seen that I dislike so far is that you cannot delete clients, but only place them on inactive. **What problems is Firm360 solving and how is that benefiting you?** Firm360 solved our document retention issue. We were renting an extra building to store files ebcause we were overwhelmed with the paper. Firm360 has allowed us to go digital and is helping our clients everyday. **Official Response from Emily Maxie:** > Thanks for your review! We’re happy to hear that you find Firm360’s client portal so effective and that it has helped your firm transition to a digital workflow, solving your document retention challenges. We appreciate your feedback about client deletion and understand how having more flexibility in managing client records could be beneficial. Your input helps us improve, and we’re grateful for the opportunity to support your firm’s success! ### 11. Great product with Great service! **Rating:** 5.0/5.0 stars **Reviewed by:** Douglas L. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** The web based platform is a game changer! I also appreciate the support we receive and recommendations do not go unnoticed. **What do you dislike about Firm360?** Not much to say here. The team is very responsive. **What problems is Firm360 solving and how is that benefiting you?** The web based platform allows easy search. There are many ways to locate a document and quickly find what you are looking for. **Official Response from Emily Maxie:** > Thank you for your review! It's great to hear that Firm360 has been a game changer for you, making it easy to search and locate documents quickly. Your feedback means a lot to us as we continue to enhance the platform! ### 12. Intuitive all-in-one solution for my solo firm practice **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron B. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** Everything is in one place, from questionnaires, to tasks, document storage, invoicing, signature packets, the whole nine yard. **What do you dislike about Firm360?** Pricing for a solo shop like mine to be able to use project tracking requires that I pay for 2 additional users anyways. (3 total) **What problems is Firm360 solving and how is that benefiting you?** Streamlining client requests and keeping track of project statuses **Official Response from Emily Maxie:** > Thank you for your feedback! We’re glad to hear that Firm360’s comprehensive platform has helped streamline client requests and track project statuses efficiently. Thank you for sharing your experience. ### 13. The program has fit our needs wonderfully. It is tailor made for CPAs. **Rating:** 4.0/5.0 stars **Reviewed by:** Deanna B. | Firm Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** Their support staff is exceptional. They are friendly and have shown concern about the issues we are having. **What do you dislike about Firm360?** I wish they would focus more on improving the issues we have instead of focusing on new features. **What problems is Firm360 solving and how is that benefiting you?** It has taken the place of an assistant for me, and has saved us money. **Official Response from Emily Maxie:** > Thank you for your honest feedback! We’re so glad to hear that our support staff has made a positive impression and shown genuine concern for your needs. We appreciate your suggestion about focusing more on resolving existing issues before introducing new features, and we take that to heart as we plan future updates. Your input is invaluable, and we’re committed to continuing to improve your experience with Firm360. ### 14. Intuitive to use and train, Makes storing and merging docs easy. Project management a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Kerri K. | Executive Assistant Admin Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** The ease of use Merging of Documents Tracking Projects and Invoicing The fact that you can place clients on credit hold and it does not allow them to access documents has been very helpful **What do you dislike about Firm360?** The only thing that comes to mind is that we cannot delete clients or users Also do not like that Firm uses Stripe to accept payments. Stripe is not an easy system to use for clients **What problems is Firm360 solving and how is that benefiting you?** We need to send proposals with signature and they have accomodated that still working on the formatting **Official Response from Emily Maxie:** > Thank you for your feedback! It’s great to hear that Firm360’s ease of use, project tracking, invoicing, and credit hold functionality have been helpful for your firm. We appreciate your suggestions about deleting clients or users and your concerns with Stripe, as well as your input on proposal formatting. Your feedback is invaluable as we continue to refine the platform to better meet your needs. Thank you for sharing. ### 15. A great solution for a firm looking to modernize **Rating:** 4.0/5.0 stars **Reviewed by:** Phil B. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** Firm 360s customer support team is very responsive and helpful. Our clients find it easy to use which has led to good utilization for the clients. It has streamlined several procesess for us since it is an all in one solution. **What do you dislike about Firm360?** They could invest more in product development. There have been very little impactful updates in the 3+ years we have been using it. When they have rolled out new features some have felt half-baked. **What problems is Firm360 solving and how is that benefiting you?** Central location for document storage, project management and time & billing. **Official Response from Emily Maxie:** > Thank you for your thoughtful feedback. We're glad to hear that our customer support team has been responsive and that Firm360 has helped streamline processes for both your team and clients. We appreciate your concerns about product development and the rollout of new features, and we take this feedback seriously. Your input helps us identify areas where we can improve and deliver more impactful updates. Thank you for sharing your experience. ### 16. Firm360 has been a game changer for my accounting firm. **Rating:** 5.0/5.0 stars **Reviewed by:** Monica R. | Owner, President, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** All-in-One Solution: Firm360 integrates client management, project management, billing, reporting, and time management into one seamless platform. This consolidation can save firms significant time and money by replacing multiple software solutions. The software is designed to be easy to navigate, which helps reduce the learning curve. By streamlining various processes, Firm360 helps firms increase productivity. Customer support is very responsive and helpful. **What do you dislike about Firm360?** Initial setup is time consuming like any new software. **What problems is Firm360 solving and how is that benefiting you?** Document management, client portal and locking the tax return or other documents to an invoice. **Official Response from Emily Maxie:** > Thank you for your thoughtful feedback! We’re delighted that Firm360’s all-in-one solution has streamlined your processes and improved productivity for your firm. It’s also great to hear that our customer support has been responsive and helpful. We understand that the initial setup can be time-consuming, and we’re always looking for ways to make onboarding as smooth as possible. Thanks for sharing your insights. ### 17. FIRM 360: WORK SMARTER **Rating:** 5.0/5.0 stars **Reviewed by:** Amber J. | OFFICE MANAGER, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** VERY USER FRIENDLY. EASY TO LEARN. VERY EASY FOR CLIENTS TO USE AS WELL.MAKES TRACKING PROJECT PROGRESS VERY EASY. **What do you dislike about Firm360?** I WOULD LIKE TO BE ABLE TO PUT OUR LOGO IN LETTERS OR MESSAGES TO CLIENTS **What problems is Firm360 solving and how is that benefiting you?** BEING ABLE TO KEEP UP WITH PRODUCTIVITY, BILLING, KEEPING EVERYTHING IN ONE PLACE. **Official Response from Emily Maxie:** > Thank you for your feedback! It's great to hear that Firm360’s user-friendly design has made it easy for both you and your clients to track project progress and stay organized. Thanks also for your suggestion about adding logos to client communications — this is on our roadmap! Your input helps us make Firm360 even better—thank you. ### 18. I use Firm360 daily, it's a great tool for our accounting firm. **Rating:** 5.0/5.0 stars **Reviewed by:** Tiffany I. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2025 **What do you like best about Firm360?** I use Firm360 daily. It is so convenient for keeping track of clients, tasks, and time keeping. **What do you dislike about Firm360?** I have been using Firm360 for over a year and haven't really found a dislike yet. **What problems is Firm360 solving and how is that benefiting you?** It is so convenient to keep track of time spent on projects. **Official Response from Emily Maxie:** > Thank you for your feedback! We're thrilled to hear that Firm360 has become an essential part of your daily workflow, helping you efficiently track clients, tasks, and time spent on projects. It's wonderful to know that your experience has been so positive over the past year. Thank you for sharing! ### 19. Extremely happy with the software! **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 personalized customer service is outstanding! I highly recommend getting the Premium Service, the dedicated manager and team has been a game changer for us! The program is easy to use. I love that when we have a suggestion for improvement, they listen and are constantly launching new features. **What do you dislike about Firm360?** We were unable to get the Thomson Reuters FileCabinet migrated due to the version we had. **What problems is Firm360 solving and how is that benefiting you?** Client communication, sending and receiving documents, especially utilized for our Bookkeeping clients. Helping to develop more consistent, less manual processes. ### 20. Firm 360 seems good but i dont find it exceptional **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** THe search base interface is good. The projects list are also helpful **What do you dislike about Firm360?** Documents like e-mails and pdfs are not viewable on clicking, they go to downloads and then need to be viewed. This is lot of steps compared to earlier software used. Also you cant drag pdfs from F360 directly into e-mails. They need to be on the local drive and then can be moved to e-mails. THe links show "javascript' when selected as a link. **What problems is Firm360 solving and how is that benefiting you?** It helps in tracking projects and tracking time. **Official Response from Emily Maxie:** > Thank you for your honest feedback. We’re glad to hear that you find the search interface, projects and time tracking helpful. However, we’re sorry to hear about the challenges you’ve faced with document viewing and file management. Your concerns about extra steps and functionality limitations are valid, and we’ll use this input to evaluate improvements in these areas. We'd appreciate it if you'd reach out to our support team at support@myfirm360.com—we’d like to better understand your needs and explore ways to enhance your experience. ### 21. Learning curve but wonderful software and responsive support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Firm360?** Firm360 has been great for us as our practice is growing, helping us to get projects organized and underway. Customer Support is extremely responsive and helpful. **What do you dislike about Firm360?** There is a learning curve as the program has many features. It has taken much time to get to know the way things are meant to work so we can use the program properly. **What problems is Firm360 solving and how is that benefiting you?** We had difficulty prior to Firm360 knowing what projects were held up and how to communicate that with our teammates effectively. ### 22. Lots of bells and whistles **Rating:** 3.5/5.0 stars **Reviewed by:** Bridgette M. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** There are lots of ways to track information and keep things organized. The interface is somewhat user-friendly. **What do you dislike about Firm360?** Sometimes receive error codes when attempting to log in. Getting logged out when I haven't been on the page for a while, even if time is still tracking. The vault needs fields for "username" or "password" **What problems is Firm360 solving and how is that benefiting you?** Project tracking, lead tracking, and referral tracking are all things we have a hard time keeping up with and this allows it all ti be managed in one spot. **Official Response from Emily Maxie:** > Thank you for your honest feedback. We’re glad to hear that Firm360 is helping you manage project, lead, and referral tracking in one place. We appreciate your suggestions regarding the Vault fields and your concerns about login errors and session timeouts. These are areas we’re continuously working to improve, and your input is incredibly valuable in guiding those updates. Thank you for sharing your experience! ### 23. Very organized and clean platform **Rating:** 5.0/5.0 stars **Reviewed by:** Christi H. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** I like the customizable reports and how easy they are to personalize. **What do you dislike about Firm360?** I think F360 needs to include multiple signers on its bulk signature throough righsignature. **What problems is Firm360 solving and how is that benefiting you?** It is solving the issues of having to use multiple platforms for multiple tasks. Its an all-in-one solution. **Official Response from Emily Maxie:** > Thank you for your feedback! We're thrilled to hear that you enjoy the customizable reports and how easy they are to personalize. We also appreciate your suggestion about including multiple signers in bulk signature workflows, and we’ll take this into consideration as we work on enhancing our features. It’s great to know Firm360 is helping streamline your processes by serving as an all-in-one solution. ### 24. Firm 360 Perfect for Accounting Firms **Rating:** 4.5/5.0 stars **Reviewed by:** Robin S. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** I like the fact I can search projects that need to be completed. **What do you dislike about Firm360?** Client Intergration needs to be more user friendly. **What problems is Firm360 solving and how is that benefiting you?** Being able to sort through clients that have more projects than others and being able to see what all a client needs. **Official Response from Emily Maxie:** > Thank you for your feedback! We're glad to hear that Firm360’s project search capabilities help you stay organized and identify client needs effectively. We appreciate your comment about client integration and will take it into consideration as we work to improve the platform’s user experience. Your input is valuable, and we’re committed to making Firm360 even more user-friendly for you. ### 25. Great software that we've been wanting **Rating:** 5.0/5.0 stars **Reviewed by:** Joe S. | Tax Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** Simplicity and has the capability of doing everything we need to do in one place **What do you dislike about Firm360?** would like more reporting options. Have some additional options on what info to pool together in reports. **What problems is Firm360 solving and how is that benefiting you?** All products under one umbrella **Official Response from Emily Maxie:** > Thank you for your feedback! We’re glad to hear that Firm360 is meeting your needs. We appreciate your suggestion for more customizable reporting options and will keep this in mind as we work on enhancing the platform. Your input helps us continue to improve and deliver greater value to you and your firm. ### 26. Huge impact to our growing firm **Rating:** 5.0/5.0 stars **Reviewed by:** Brian M. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** Visual UX Functionality Portal Engagement Billing Feedback is truly Embraced **What do you dislike about Firm360?** Lack of Reporting Sophistication No App (we'd love to use the Timer feature from our phone) **What problems is Firm360 solving and how is that benefiting you?** Portal Experience for Clients Easier Time and Billing Easier Project Management **Official Response from Emily Maxie:** > Thank you for your review! We’re glad to hear that you value Firm360’s visual UX, functionality, and portal experience, and it’s great to know that our platform has made time tracking, billing, and project management easier for you. We appreciate your suggestions about enhancing reporting sophistication and adding a mobile app, especially for the Timer feature, and will take them into account as we continue improving. Your insights are invaluable—thank you for sharing! ### 27. Helpful in keeping things in order. **Rating:** 4.5/5.0 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?** You are able to find what you are needing at a click of the mouse. I really haven't had to use customer support at all. **What do you dislike about Firm360?** I wish you were able to setup your yearly folders ahead of time. You can only set them up one month at a time. **What problems is Firm360 solving and how is that benefiting you?** We use a lot of paper and we no longer require filing cabinets. We are able to find what we are looking for much faster. **Official Response from Emily Maxie:** > Thank you for your feedback! We’re so pleased to hear that Firm360 has helped streamline your workflow, reducing the need for filing cabinets and making it easy to find what you need quickly. We appreciate your suggestion about setting up yearly folders in advance and will take it into consideration as we work on improving the platform to better meet your needs. Your input is invaluable—thank you for sharing! ### 28. Firm360 **Rating:** 4.5/5.0 stars **Reviewed by:** Sheetal M. | US Tax Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Firm360?** I have worked with Firm 360 and its very easy to use and increase my efficiency by 40% and its reduce my workload. I can prepared workpaper quickly now. **What do you dislike about Firm360?** Everything is good about Firm360 but it provide lots of update on regular basis which I do not like. **What problems is Firm360 solving and how is that benefiting you?** Easy to manage the document. I was struggle lot to manage lots of client documents but now its very easy for me. **Official Response from Emily Maxie:** > Thank you for your feedback. We’re happy to hear that Firm360 has made document management easier and helped increase your efficiency by 40%! We understand that frequent updates can sometimes be disruptive, and we appreciate your perspective. Our goal is to continuously improve the platform while keeping the experience as smooth as possible. Your input is valuable, and we’re grateful for your support. ### 29. Like many aspects of Firm360. **Rating:** 4.0/5.0 stars **Reviewed by:** Mary M. | Senior Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** The billing is easier than our prior software. **What do you dislike about Firm360?** It seems harder to track projects I'm assigned to. **What problems is Firm360 solving and how is that benefiting you?** It's tracking our time and projects jointly, which eases time in month end and tracking our jobs. **Official Response from Emily Maxie:** > Thank you for your feedback! It's great to hear that Firm360 has made billing easier for you and helps streamline time and project tracking. We understand your concern about tracking assigned projects and appreciate your input. Your feedback helps us identify areas for improvement, and we’ll work to enhance this aspect of the platform to better support you. ### 30. Amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Emily W. | Accounting Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** I love that F360 is cloud based and accessible from any web browser. The real time updates and customizations make it so user friendly. Information and tracking are at our fingertips and have changed our processes for the better already! **What do you dislike about Firm360?** I cannot come up with a single dislike so far. **What problems is Firm360 solving and how is that benefiting you?** F360 is soliving all of our projecting tracking pain points. We now have a firm grasp at what workloads we have. **Official Response from Emily Maxie:** > Thank you for your review. It's great to hear how Firm360 has transformed your processes and addressed your project tracking challenges. Knowing that the platform has given you better visibility into workloads is incredibly rewarding. We’re grateful for your support and look forward to continuing to meet your needs! ### 31. Easy to use but the layout is a bit dazzled **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2025 **What do you like best about Firm360?** it is easy for us to use to track our projects and tasks. **What do you dislike about Firm360?** sometimes it is hard to go back when you click it wrongly. For example, I clicked one incorrect period to work in progress, but I cannot turn this back to a project that is not started actually. **What problems is Firm360 solving and how is that benefiting you?** to give our management a better vision of how many tasks we completed. **Official Response from Emily Maxie:** > Thank you for your feedback! We're glad to hear that Firm360 makes tracking projects and tasks easier for your team and provides valuable visibility into completed work. We appreciate your insight about improving flexibility when making changes to project statuses and understand how that could enhance your experience. Your feedback is valuable, and we’ll keep it in mind as we continue refining the platform. ### 32. Increase in management efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** DIVYARAJ Singh J. | Sr. Tax review6, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2025 **What do you like best about Firm360?** It has increased my capacity in managing the documents and reduced workload of managing the documents very effectively.client can upload documents directly on cloud so it's a great benefit. **What do you dislike about Firm360?** Sometime it lags in processing the document. **What problems is Firm360 solving and how is that benefiting you?** It was difficult to collect documents from mail and mannge it for various client accordingly. now it's beneficial for me to manage client documents easily. ### 33. Firm360 has a user-friendly interface **Rating:** 4.5/5.0 stars **Reviewed by:** Judy B. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** Its is easy to use and it notifies you in the email when there important notifications **What do you dislike about Firm360?** What I dislike are that documents are just compiling like a long list of documents **What problems is Firm360 solving and how is that benefiting you?** Firm360 really helps in identifying the documents that are almost identical but have different time frame and kind. It also helps our organization to make it easy to assign tasks in an orderly manner **Official Response from Emily Maxie:** > Thank you for your review! It’s great to hear that you find Firm360 easy to use and that the email notifications help keep you informed. We appreciate your feedback about document organization and understand how a more structured system could improve your experience. Your insights help us identify areas for improvement as we continue to enhance the platform to better serve your needs. Thank you for sharing! ### 34. Firm360: Improving Firm Efficiency! **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?** Its super easy to use, you can have client information stored in one place, easy to implement accross the firm and have clients access. Support has been great! **What do you dislike about Firm360?** Sometimes when you try to use the document preview, it doesn't work. **What problems is Firm360 solving and how is that benefiting you?** Having client information stored in one place, making it easy for clients to access uploaded documents and for the client to easily upload documents. **Official Response from Emily Maxie:** > Thank you for your review! We’re thrilled to hear that Firm360’s ease of use, centralized client information, and accessibility for both your team and clients have been so helpful. Thanks also for your feedback about the document preview feature. We are actively working on a fix for this and should have an update for you soon. ### 35. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Holly S. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** everything is easy to access, time tracking helpsa lot. WE use it everyday at the office to ensure proper billing and keeping clients organzied , customer support has always been super helpful, would recomend ! **What do you dislike about Firm360?** nothing really, maybe the layout or menu could be re worked for a more easier eye flow. **What problems is Firm360 solving and how is that benefiting you?** clent tracking, time and billing tracking **Official Response from Emily Maxie:** > Thank you for your feedback! We’re so glad to hear that Firm360 has become an integral part of your daily operations, helping with time tracking, billing, and client organization. We also appreciate your suggestion about improving the layout for better visual flow, and we’ll keep that in mind as we work to enhance the platform. Your recommendation means a lot to us—thank you! ### 36. Good, but could use improvements **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 like the ability to communicate easily with our clients in a straight-forward, easy-to-use portal. Our clients use it much more than portals we have had in the past. **What do you dislike about Firm360?** The document storage and editing capabilities are terrible. It would be nice to be able to store documents in any order (rather than having to rely on naming conventions to sort properly) and it would be nice to have more editing functionality on the site, rather than having to edit in adobe and upload. **What problems is Firm360 solving and how is that benefiting you?** It's helping better communicate with clients and keep all documents/information in one place. **Official Response from Emily Maxie:** > Thank you for your honest feedback! It's great to hear that the client portal has been a significant improvement for your firm, making communication with clients more seamless and user-friendly. We appreciate your input regarding document storage and editing capabilities and understand how these enhancements could improve your experience. Your suggestions are invaluable as we continue to refine the platform to better meet your needs. Thanks for sharing your insights. ### 37. Frim 360 **Rating:** 3.0/5.0 stars **Reviewed by:** Sara C. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** It is easy to be able to have clients upload information to us. **What do you dislike about Firm360?** It is easy to forget where some of the feature are since they tend to be tucked under weird tabs. **What problems is Firm360 solving and how is that benefiting you?** It is easy to be able to deal with clients that do not live near your business. **Official Response from Emily Maxie:** > Thank you for your feedback! We’re glad to hear that Firm360 makes it easier for you to work with remote clients and facilitates document uploads. We appreciate your note about some features being harder to find and will keep this in mind as we continue to refine the platform’s navigation. Thank you for sharing. ### 38. Started out being responsive and now a lot of problems **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** Ease of billing and client ability to use portals **What do you dislike about Firm360?** The ability for viewing of the documents has been a disaster and the work around is not easy. The enhancements at the beginning were numerous but dramatically dropped off in recent months. **What problems is Firm360 solving and how is that benefiting you?** Accounts receivable management and payment collection **Official Response from Emily Maxie:** > Thank you for sharing your feedback. We’re glad to hear that billing and client portal functionality have been helpful for your firm, but we’re very sorry to learn about your frustrations with document viewing and the pace of recent enhancements. Your experience is important to us, and we’d like the opportunity to address these concerns directly. Please reach out to us at support@myfirm360.com so we can better understand your challenges and work toward a solution. We value your input and are committed to improving your experience with Firm360. ### 39. Firm 360 Review **Rating:** 2.5/5.0 stars **Reviewed by:** Diane Z. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2025 **What do you like best about Firm360?** Client data and time tracking. Easy for clients to use. **What do you dislike about Firm360?** search bar keeps the name or business name in search, you have to manually delete or continues to default to the name in the search bar. **What problems is Firm360 solving and how is that benefiting you?** Tracking time spent on each client project. ### 40. Excellent fit for our new firm **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2024 **What do you like best about Firm360?** Great document management, project and task tracking, and workflow creation **What do you dislike about Firm360?** Haven't found many things to dislike yet! **What problems is Firm360 solving and how is that benefiting you?** F360 solves our project and task tracking problems and gave us a sight of view of everything that we have on the go. The workflow project templates have helped us standardize our procedures allowing us to onboard new staff easier, take on clients faster, and provide better service to our clients. **Official Response from Emily Maxie:** > Thank you for sharing your experience! We’re thrilled to hear that Firm360’s document management, project tracking, and workflow tools have made such a positive impact, especially in standardizing procedures and improving client service. Your feedback motivates us to keep delivering value for you and your team. ### 41. Powerful software package **Rating:** 5.0/5.0 stars **Reviewed by:** Shayla B. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2024 **What do you like best about Firm360?** Overall capabilities including keeping time, billing, document storage, encrypted document sending. The help/support is readily accessable. **What do you dislike about Firm360?** Not as visually organized as I'd prefer. **What problems is Firm360 solving and how is that benefiting you?** Firm/client management, Encrypted message sending **Official Response from Emily Maxie:** > Thank you for your feedback! We're glad to hear that Firm360’s capabilities like time tracking, billing, document storage, and encrypted communication are meeting your needs, and that you’ve found our support team accessible. We appreciate your feedback about visual organization and will take it into consideration as we work to enhance the platform. ### 42. The platform does what it claims to do. **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?** Having one platform to meet most of our needs. **What do you dislike about Firm360?** That it is not as customizable as we need. Do not like having to ask someone at Firm360 to do what I should easily be able to do. **What problems is Firm360 solving and how is that benefiting you?** CRM issues, Time management, Invoicing/billing **Official Response from Emily Maxie:** > Thank you for your feedback. We’re glad that Firm360’s platform is addressing key needs like CRM, time management, and invoicing. We understand your frustration with the lack of customization and the need to rely on our team for certain changes. Your input is valuable, and we’re continuously working to enhance the platform to provide more flexibility and control for our users. Thank you for sharing your thoughts—they help us grow! ### 43. Great software **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?** From onboarding to being an active user, transition and been great and customer support is always quick. **What do you dislike about Firm360?** Converting to our Word templates for engagemetn letters has not been an easy transition. **What problems is Firm360 solving and how is that benefiting you?** Streamlining stoftware **Official Response from Emily Maxie:** > Thank you for your review! We’re glad to hear that your onboarding experience has been smooth and that our customer support has been quick to assist. It’s great to know that Firm360 is helping streamline your software needs—thank you for sharing your insights! ### 44. Firm 360 **Rating:** 5.0/5.0 stars **Reviewed by:** Denise B. | Licensed Tax Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2024 **What do you like best about Firm360?** As a new user to Firm 360, I have appreciated the ease of use and the amazing capabilities it has@ **What do you dislike about Firm360?** I am new to this software, but have not found any drawbacks. **What problems is Firm360 solving and how is that benefiting you?** I have found it easy to create, update and manage the clients. **Official Response from Emily Maxie:** > Thank you for your review! We’re so glad to hear that you’re finding Firm360 easy to use and effective for managing your clients. As you continue to explore the platform, we’re confident it will keep delivering value, and we’re here to support you every step of the way. ### 45. Firm360 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** The Client Portal for the clients to upload documents **What do you dislike about Firm360?** How the folders are organized under the clients. **What problems is Firm360 solving and how is that benefiting you?** Streamlining other software programs. **Official Response from Emily Maxie:** > Thank you for your feedback! We’re glad to hear that the Client Portal has been a valuable tool for document uploads and streamlining other software programs. We appreciate your input on folder organization under clients and understand how improvements in this area could enhance your experience. Your insights are important to us, and we’ll keep them in mind as we continue to refine the platform. ### 46. Not fully comfortable **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2025 **What do you like best about Firm360?** Assigning projects; tracking projects; contacts **What do you dislike about Firm360?** Due dates are not fantastic. Not super intuitive **What problems is Firm360 solving and how is that benefiting you?** Less manual tracking ### 47. Best Practice Management Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Al F. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2024 **What do you like best about Firm360?** The user interface is logically designed. **What do you dislike about Firm360?** Not being able to select the correct project in the project drop down list when printing documents **What problems is Firm360 solving and how is that benefiting you?** Propsal feature design and project list dropdown in print screen when printing documents to F360 **Official Response from Emily Maxie:** > Thank you for your feedback! We're glad to hear you find the user interface intuitive and appreciate your feedback on the project dropdown when printing documents. Your insights help us improve, and we’ll review this functionality to ensure a smoother experience for you. ### 48. My Review **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 like that it is cloud-based and all-inclusive. **What do you dislike about Firm360?** I wouldn't say "dislike," but there are some adjustments I would prefer to see on my end. Not sure if they are possible as we are still fairly new to MF360. **What problems is Firm360 solving and how is that benefiting you?** Quicker to manage and access client data. **Official Response from Emily Maxie:** > Thank you for your review! We’re happy to hear that you value Firm360’s cloud-based, all-inclusive design and that it’s making client data management faster and more accessible. We appreciate your thoughts on potential adjustments. Please share any specific feedback with us at support@myfirm360.com —we’re here to help and continuously improve. ### 49. Firm 360 review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2024 **What do you like best about Firm360?** The functionality. It is also very helpful having everything in one place. **What do you dislike about Firm360?** My boss mentioned something about not having contact information on Firm360 if you need help with anything. **What problems is Firm360 solving and how is that benefiting you?** It is helping me go from several different workplaces to using only one. **Official Response from Emily Maxie:** > Thank you for your review! We're glad to hear that Firm360’s functionality and all-in-one approach are making your work more efficient. I'm sorry to hear that you've had trouble getting in touch with Firm360 support. The best way to get in touch is to reach out by email to support@myfirm360.com. Once you reach out via email, our team is happy to jump on a phone call or video call to help in any way they can. I hope that information helps. ### 50. Its amazing!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Kendall F. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2024 **What do you like best about Firm360?** The best feature on Firm 360 is the project workflow management!! **What do you dislike about Firm360?** There actually is not a feature that I dislike. The team at Firm 360 is very helpful with any issues or concerns that we may have. **What problems is Firm360 solving and how is that benefiting you?** They are solving- keeping our workflow organized and timely. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-02+08%3A33%3A52+-0500&secure%5Bsession_id%5D=253da3e2-69df-469a-af72-937b353a670e&secure%5Btoken%5D=130ae58f3d012e8e7b41b6e1cf93e86bb771fd83ad4ab7511884e0714ee7900c&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 (890 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (793 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)