I like that it tracks the jobs we’re currently working on, so my co-workers and I can stay on the same page about progress. With just a quick click, we can update where we’re at on a task, see what’s already been completed, and keep everything moving forward. I also appreciate how straightforward it is to send detailed billing to our clients, since Firm360 keeps track of timesheets and lets us code time for billing within the same workflow. On top of that, our management team can pull reports for job costing and employee performance, which really pays off.

Setting up the product was a bit of a process but we had support the whole way through with guided tasks that made the transition flow smoothly. Review collected by and hosted on G2.com.

There isn’t much I don’t like about Firm360 overall. That said, it could use a more seamless way to integrate with QBO. We ultimately didn’t choose that option because the setup process felt a bit complicated. Review collected by and hosted on G2.com.

I like the projects page on Firm360, and how I can see all of my projects in one space. I do like that part. I also appreciate the ability to have full communication with the client from beginning to end using the portal. It really makes it easier for me to be able to get a high-level look at what's happening in the practice. Review collected by and hosted on G2.com.

I'm really having problems with the right signature feature. I don't like that the signature feature times out if the client doesn't respond. I thought that it continued to remind them that we're waiting on a signature. I would like it to not time out when it's waiting on people to sign and would prefer it to continue sending a signature request or maybe inform me that the client still hasn't signed after a certain number of reminders. Review collected by and hosted on G2.com.

I love how Firm360 has become the backbone of our organization, streamlining processes, centralizing documents, and improving workflow efficiency across our team. Its user-friendly design and task management features have been great for creating structure, accountability, and enhancing communication. I appreciate its secure method for sharing information internally and obtaining critical data. I also value Firm360's commitment to continuous improvement and the responsiveness of their support team. The centralized document management and workflow system is outstanding, especially with its secure portal for sharing directly with clients, and the e-signature to PDF merging, revision history, and direct integrations with programs like MS Office, Ultra Tax, and Adobe. Having a one-page form of client data that is customizable has been a game-changer. The onboarding team was amazing, helping us gather and verify everything into the platform, making the setup easy. Overall, we find it indispensable and continue to rely on it completely. Review collected by and hosted on G2.com.

It would be more helpful to be able to print directly into Firm360, instead of having to save documents and upload. Maybe a way to avoid the constant re-logging in (we understand that it is a security element) but in financial sector, we are on several screens, in several platforms, and need to be able to quickly access information or archive data without the added trouble to logging in with 2FA every 2-3 minutes. Review collected by and hosted on G2.com.

I really like the easiness of finding what I need and the aesthetics of the Firm360 platform. Everything is clear, and whatever I need can be easily found through clear channels and pages. The details of the projects page allow for detailed searches, which makes productivity management enjoyable and obtainable for the work I do. The platform is also appealing to the eye, which adds an element of ease and enjoyment. Review collected by and hosted on G2.com.

Small features like downloading documents in bulk are problematic. At the moment, each document must be downloaded individually, and an option to select all and download into a zip file would greatly improve productivity. Additionally, the client messaging system could be improved. The client messages could automatically be assigned when the client replies to a message, and formatting options could be expanded. Integrations into the messages could be improved by adding links to invoices, uploaded documents, or buttons. The initial setup was complex. Review collected by and hosted on G2.com.

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 there was a way to have certain items from UltraTax store in specific document folders. Lastly, when adding a new client and selecting their appropriate 'services provided' options, I wish it would automatically add the corresponding project to that client. Review collected by and hosted on G2.com.

it allows me to manage clients pretty well, it is missing some things but overall its clean and easy to use. I would like to see some improvements that streamline tasks and utilize AI features that makes collecting documents better but clients overall had mostly good things or nothing bad to say about their experience with the client portal and my reminders. Review collected by and hosted on G2.com.

Needs to build out more templates to make easier. Also needs to find a way to better streamline manual tasks that take up a lot of time like creating document checklists, creating reminders for clients around quarterly deadlines and a mobile app would be great. Review collected by and hosted on G2.com.

Merging Documents is very simple, Love the client center and how it has all the important information upfront. The communication with the client, is smooth, as long as it's set up correct. Review collected by and hosted on G2.com.

Setting up projects is frustrating, it is not user friendly. I find I create more projects that can be broken easily. It seems it's less of a head ach to not add more than 3 automations before it causes issues. Review collected by and hosted on G2.com.

Billing is clean. Workflows are good. Website runs faster than local storage. Curious to see how easy it is or is not to navigate multiple years of documents on there. Review collected by and hosted on G2.com.

Inability to directly email partner K-1s from the software. A partnership client that has 100 partners - all 100 partners are not clients. Needs to be a way to distribute K-1s to this folks in bulk without giving them full portal access. Review collected by and hosted on G2.com.

I really love the simplicity in staying organized. Firm360 is extremely user-friendly! Review collected by and hosted on G2.com.

There is not much that I dislike, I think the reporting could be more robust. I wish there were options for printing - like setting filters and being able to print from any screen. Review collected by and hosted on G2.com.

It's so EASY to use! You don't have to do any heavy research to get through the program Review collected by and hosted on G2.com.

It breaks everything down into it's own category. It's easy to upload and refine searches. It works well with Adobe, you can save an Adobe file right to the Clients F360 file. The training is easy and quick! Review collected by and hosted on G2.com.