I am an Account Receivable Supervisor and I am using Firm360 software for managing my clients Invoices and other documents which i need to review on daily basis. For an Accountant,Firm360 is best software for manage and review all documents in proper way. Review collected by and hosted on G2.com.

While using this app, I have to spend more to find a document in the folder because the structure of folder is not in a proper way. Review collected by and hosted on G2.com.

Ease of use and can quickly get to the information I need quickly. Also, clients love the ease of use on the portal side. We have been on the platform about 6 months now and we have found support to be outstandingly responsive as we get things settled and moved over from our legacy platform. All in all one of the best investments we have made in the past 5 years. Review collected by and hosted on G2.com.

Would like some of the view screens to be a little more customizable and more options in the reports. ALthough I do believe they are continuing to build out new reporting options. Review collected by and hosted on G2.com.

As a account manager, Firm360 made document management easy for my team. My clients can directly upload documents by themselves as well as they can easy organize all things easily. Review collected by and hosted on G2.com.

When I use first time Firm360, I required to take training and it's take 3 to 4 week to understand all features. I think it should be max 1 to 2 week. Review collected by and hosted on G2.com.

I like that everything is in one place, documents, time and project tracking, clients notes, client portal, and online invoicing and payments. These have all been great additions to our firm. Review collected by and hosted on G2.com.

The reports could be more robost. IT support has been slow. It seems like there's a new software bug everytime we turn a corner. Promises during the sales process that haven't been fulfilled. Seems like a common answer is we're waiting on the development team. Seems like they grew extremely quick and don't have the resources to handle it. Review collected by and hosted on G2.com.

Firm360 is relatively easy to use and implement into your organization. We started using the product about 3 months ago and have had no issues so far. Review collected by and hosted on G2.com.

The only downside to Firm360 is that there is no weekly calendar type view that you can add your specific client/project in and then add time for each day. Instead you have to create a new time entry for each day even if it is the exact same as the day before. The product would be more efficient if you add a client/project in once, and then allocate your time across a given period (week). Review collected by and hosted on G2.com.

Consolidated our timekeeping, billing, databases, and client communications into one place. Great tool for our office manager who handles basically everything. Review collected by and hosted on G2.com.

Clients are often confused, seems to lack advanced features found in other softwares like integrating AI, etc., sending organizers and finished returns is a great deal of work and sends clients a lot of emails, so they miss stuff like payment vouchers. Electronic forms are clunky and setting up workflows is something we haven't been able to crack. User Manual isn't very user friendly and often doesn't have info we're looking for. Review collected by and hosted on G2.com.

I am a CPA doing bookkeeping and tax work. I found that F360 was easy to use right from the start. The clients main tab is excellent. I've had experience with GoFile Room and File Cabinet, neither having this type of place to compile the clients' most important data. Review collected by and hosted on G2.com.

Downsides are when logging in there is no way to view your password to make sure you entered correctly before submitting. The bigger downside for me is when saving client's different sets documents to Firm360, I have to re-enter the client's name/number. With GoFileRoom, there was capability to "save" the client name/number. Review collected by and hosted on G2.com.

I like that F360 is easy to use, the onboarding process was seamless, and customer support is very active.

In terms of features:

Billing- I like that when you invoice customers they get automatic reminders, when clients pay their accounts are updated automatically. Being able to have all client contact information is one place is great so everyone within our organization has easy access to client information.

Project Management- It is very easy to move projects along and see who has what projects and where they are in terms of completion.

Reporting- F360 reports are easy to use and there are many different filter options. We have 3 partners and 3 offices, so it is easy to run reports by partner, office, entiry type, etc. Review collected by and hosted on G2.com.

There isn't a scheduling feature so I can see on calendar when my employees are and scheduled to be. Review collected by and hosted on G2.com.

Firm360 was a great solution for our firm to modernize our processes, consolidate software programs, and implement a practice management solution that did not exist at our firm. The billing side of Firm360 has immensely improved our internal processes and sped up the process of invoicing clients. Review collected by and hosted on G2.com.

Firm360 could revamp their document organization within the internal firm side and external client-viewing side. We have had difficulties organizing documents without a true file network system. For our clients, it would be beneficial for them to see file folders as well to better organize and find documents. Review collected by and hosted on G2.com.

I am working in US Accounting Industries from last 6 year and as per experience of using Accounting Software and Tools Firm360 Software is the useful one. It reduce my daily work stress with providing excellent work support for maintaining the document proper way. Review collected by and hosted on G2.com.

There is no option of automatically going to the next document. Review collected by and hosted on G2.com.