Julia F.
JF
Julia F.
Administrative Assistant
Small-Business (50 or fewer emp.)
"Very User-Friendly, Easy-to-Navigate Screens with Always-Available Support"
5/5
What do you like best about Firm360?

VERY USER FRIENDLY SCREENS ARE ESY TO NAVIGATE SUPPORT ALWAYS AVAILABLE Review collected by and hosted on G2.com.

What do you dislike about Firm360?

SOME FEACHURES LIKE PRINTING CLIENT DOCUMENTS SHOULD BE LESS INVOLVED AND SHOULD BE ABLE TO BE SELECTED AND PRINTED FROM ORIGINAL SCREEN WITH FEWER STEPS WHILE ALSO CHANGING THE DOCUMENT TO ALREADY PRINTED. WAS VERY VERY SUPRISED THAT WITH THIS PROGRAM THERE ARE SO MANY STEPS TO COPLEATE THIS SIMPLE TASK Review collected by and hosted on G2.com.

CL
Christina L.
Tax Principal
Small-Business (50 or fewer emp.)
"User-Friendly, Customizable Firm Management That Keeps Us Organized"
4.5/5
What do you like best about Firm360?

It is a great firm management system that has helped our firm stay more organized. We love the user friendly interface and the customization options. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

The notifications still need some work. For example, when I leave a comment, I end up getting a notification about it too, and I wish I didn’t receive that. Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360
Edit edit

Christina, thank you for being a Firm360 customer! We really appreciate you taking the time to share your feedback on G2.

We’re glad to hear Firm360 has helped your firm stay more organized year over year, and that the user-friendly interface and customization options have made a difference — especially compared to managing everything in spreadsheets.

You’re absolutely right about notifications, and we appreciate you calling that out. The example you shared around receiving notifications on your own comments is helpful, and we’ve noted this with our product team as an area for improvement. In the meantime, if you’d like help reviewing notification settings or have other suggestions, feel free to submit a ticket to our help desk or reach out to our support team at support@myfirm360.com

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Thanks again for your thoughtful feedback — we’re grateful to be part of keeping your firm organized.

Kelly B.
KB
Kelly B.
Tax Advisor
Small-Business (50 or fewer emp.)
"Firm360: One Integrated Source of Truth for Our Firm"
5/5
What do you like best about Firm360?

Firm360 takes a multi functional firm and allows us to have one source of truth for everyone. We love that so many of our necessary functions are all integrated in one platform. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

Reporting is getting better, but would still like some more robust specific reporting for certain KPI's Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360
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Kelli, thank you for sharing your experience with Firm360! We're thrilled to hear that the platform has become a single source of truth for your firm and that having so many essential functions integrated in one place is helping your team work more efficiently.

We also appreciate your feedback regarding KPI reporting. We're continually enhancing our reporting capabilities, and we're excited to be testing our new Firm360 × Claude Connector in beta. The connector allows firms to ask plain-language questions about live Firm360 data—including WIP, realization, AR aging, unbilled work, and other key metrics—and receive instant answers. If you'd like to join the beta list or discuss your specific reporting needs, please reach out to our team at support@myfirm360.com.

It's especially rewarding to hear that Firm360 is helping with project management, time tracking, and client security, and that your clients enjoy using the platform. Thank you for being a valued Firm360 customer!

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Firm360: Efficient Task Management with User-Friendly Interface"
5/5
What do you like best about Firm360?

I use Firm360 for organizing daily tasks and tracking project progress, which helps me stay organized by managing tasks, centralizing client info, and prioritizing work. I like its user-friendly interface and find the initial setup straightforward. The time tracking feature is simple and efficient, helping me accurately record time spent on tasks, keeping billable hours organized, and providing visibility into workload and project progress. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

it is logged out after some time Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Great for Tax Season!"
4/5
What do you like best about Firm360?

Firm360 is best for keeping track of a vast array of projects simultaneously. I wouldn't know what to do without Firm360 during tax season when so many tax return projects need constant status updates. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

The Firm360 client portal needs work. I don't think I've heard many positive reviews from clients regarding the portal. Their billing integration also is not very malleable and can cause issues across parent companies. Review collected by and hosted on G2.com.

Response from Emily Maxie of Firm360
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Thank you for your feedback! It’s great to hear that Firm360’s project tracking and filtering tools are helping you stay organized and prioritize effectively, even with a high volume of work. We appreciate your comments about client communication and portal accessibility, and we’re committed to making improvements in these areas. Your insights are valuable as we continue to enhance the platform to better serve you and your clients.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Great Management Program"
5/5
What do you like best about Firm360?

The reporting system, and the way it helps every team member keep an eye on all projects assign. Additionally that is very automated and saves hours of admin time Review collected by and hosted on G2.com.

What do you dislike about Firm360?

There are some ways it can improve it seems to have troubles when a lot of people try to access at one, I experience that in tax season when sending Enagegement letter. Additinall I personally would like if folders can be the same as clients see Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360
Edit edit

Thanks for being a Firm360 customer! We’re glad to hear that reporting, automation, and client reminders have been saving your team time and helping everyone stay on top of projects. We appreciate your feedback about system performance during busy tax season and how folders display for clients — those are valuable insights we’re sharing with our product team. If you’d like, our support team would be happy to review your setup and help optimize things ahead of peak times. You can reach us anytime at support@myfirm360.com

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RR
Rinalyn R.
Accountant
Small-Business (50 or fewer emp.)
"Projects, Time Tracking, and Assignments That Work Smoothly"
5/5
What do you like best about Firm360?

I like the Projects feature, along with the time tracking and assignment tools. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

One thing I dislike is that projects have to be assigned manually. Review collected by and hosted on G2.com.

CV
Collin V.
Partner, VP
Small-Business (50 or fewer emp.)
"Streamlined Billing, Time Tracking, and Recurring Projects"
4/5
What do you like best about Firm360?

Time Tracking - use for staff time entry

Project Management - set up recurring jobs and use for deadline tracking Review collected by and hosted on G2.com.

What do you dislike about Firm360?

Billing Invoicing - could be more user friendly for past-due invoices, and doesn't work well to email statements that include multiple invoices Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360
Edit edit

Collin, thank you for sharing your experience with Firm360! We're glad to hear that time tracking and recurring project management are helping your team stay on top of deadlines and better manage billable work.

We also appreciate your feedback regarding billing and invoicing. Good news — you can email statements that include multiple invoices through the Client Accounts Receivable report. If you'd like help setting this up or reviewing the process, our support team would be happy to assist. Please reach out to us at support@myfirm360.com

Thank you for your feedback and for being a valued Firm360 customer.

See how Firm360 improved
Dale P.
DP
Dale P.
Area Manager
Small-Business (50 or fewer emp.)
"Great document management and A/R tool"
5/5
What do you like best about Firm360?

Document Management feature is a game-changer for our firm. Easy to search, tag and to edit multiple documents at a time. Best used when you establish a firm-wide naming index for your documents. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

The checklists and questionnaires for client intake are not the most sophisticated. But they get the job done. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Intuitive Client Lookup and Smooth Project Tracking"
5/5
What do you like best about Firm360?

It is very easy/intuitive to look up a client. I also LOVE the easy flow of the projects for tracking our work. Works well with printing from other apps. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

I would like to see a quick, realization window in the billing tab, so that I don't have to generate a separate report. That would make billing during tax season much smoother. Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360
Edit edit

We're thrilled to hear that Firm360 makes it easy to find client information and track projects, and that the client portal and online payment capabilities have been a hit with your clients. It's also great to know that printing from other applications fits smoothly into your workflow.

We appreciate your suggestion regarding realization metrics in the billing workflow. Having quick access to key billing insights during busy tax season is valuable feedback, and we've shared your idea with our product team as we continue to enhance reporting and billing efficiency.

Thank you for taking the time to share your experience and for being a valued Firm360 customer. If you have additional ideas or feedback, we'd love to hear from you at support@myfirm360.com.