Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Great drag-and-drop, but the upload UI needs work"
3.5/5
What do you like best about Firm360?

What makes Firm360 great is that it’s clearly designed by people who’ve actually lived through a tax season. It stops you from constantly switching between five different apps by keeping everything you need on one screen. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

The biggest drawback is the steep learning curve. Because it brings so many tools together in one platform, the interface can feel cluttered and overwhelming at first. It also takes a significant time commitment to set everything up properly and get the whole team fully comfortable with the workflow. 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 you’re enjoying the drag-and-drop functionality for uploading files. We appreciate your suggestion about renaming created folders and understand how this enhancement could improve your experience. Your input is valuable as we continue to refine Firm360 to better serve your needs. Thank you for sharing.

AL
Ashleigh L.
"Centralized Data Management with Room for Audit Improvement"
5/5
What do you like best about Firm360?

I appreciate that Firm360 creates a seamless system to house all of our firm data, eliminating the need for multiple client lists. I like having everything in one place and the projects feature is great for monitoring where we are within a process. The initial setup was very easy, and they offer a client import that was helpful. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

The tasks do not have a history time stamp feature, and we wish it would so we could use this as part of our audit documentation compliance. The initial setup was easy but time consuming to create our client list with all the data points. Although they offer a client import, getting the Excel file ready for import took some time. Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360
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Ashleigh, thanks so much for being a Firm360 customer! We’re glad to hear Firm360 has helped you centralize your firm data into one seamless system — especially that having everything in one place (and the Projects feature) makes it easier to monitor where you are in a process. We’re also happy the initial setup and client import were helpful.

We also really appreciate your feedback about task history time stamps for audit documentation compliance. That’s an important point, and we will share it with our product team.

And you’re absolutely right — while the initial setup can be easy, it can still be time-consuming to get your client list and all data points built out, especially prepping the Excel file for import. We know it takes effort, but it’s worth doing it the right way. Our team is always here to assist you every step of the way and help in any way we can to make sure your data integrity doesn’t skip a beat.

If you’d like, please reach out to us at support@myfirm360.com. We’re happy to share tips for speeding up your import prep and improving your setup workflow.

Colton H.
CH
Colton H.
"Streamlined Our Accounting Firm with Ease"
5/5
What do you like best about Firm360?

I really appreciate the project tracking management feature in Firm360. It's great that everything is integrated together, meaning we don't need multiple accounts for different functions. Other firms might have to use separate software for things like document storage and invoicing, but everything being combined into one with Firm360 is a big advantage. I've also received positive feedback from clients about the client portal, and they like that they don't have to set up separate accounts as we use their information already on file. This streamlined approach means we're more efficient and cuts down on the back and forth communication significantly. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

The number one thing that doesn't work well is the signatures seem clunky and slow with RightSignature. However, it does work fine. I don't have any major complaints about it, but I know it could be better. Also, with the proposal feature, it would be helpful for a client to be able to select which option they want, since we do a lot of tiered proposals. Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360
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Colton, thank you for being a Firm360 customer and for sharing your thoughtful feedback! We’re glad to hear the e-signature workflow works for you overall, and we appreciate your honest note about RightSignature feeling a bit clunky and slow.

Good news — Adobe e-signatures are coming, which should provide a smoother, less clunky experience. We’re excited about this upgrade and think it will address much of what you mentioned.

We also really appreciate your suggestion around tiered proposals and allowing clients to select an option directly. We’ve added this as an enhancement request for our product team so it’s on their radar.

Thanks again for the feedback. It truly helps us make Firm360 better. If you’d like to discuss this further or need anything in the meantime, feel free to reach out to us at support@myfirm360.com

Debbie W.
DW
Debbie W.
"Efficient Client and Document Management with Firm360"
5/5
What do you like best about Firm360?

I really like the ease of use that Firm360 offers. It's particularly helpful that my clients can find their documents in the portal, and I can keep all their documents and information in one place, which makes it easy to find everything when properly labeled. I also appreciate some of the automation and the ability to manage clients and documents based on how they are filed. The initial setup was fairly easy, and the support was great. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

Automated documents coming into the client action list instead of directly to the client's portal requires extra time to move them to the portal. All the lists are not alphabetical, which would be helpful. When loading documents, it would be great to have the option to make them visible for the client. Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360
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Thank you for being a Firm360 customer, Debbie! We really appreciate you taking the time to share such a thoughtful review.

It’s great to hear that Firm360’s ease of use, client portal, and ability to keep all documents and information in one place are helping you manage your firm efficiently, especially as a solo practitioner. We’re also glad the initial setup went smoothly and that our support team was helpful.

We appreciate your constructive feedback as well. For documents created with our Document Templates, those initially land in the Documents area, but you can configure document types so they go straight to the client portal and are visible by default. For sorting, using the Description column will allow you to alphabetize lists—an easy feature to miss at first. And when uploading documents, document type settings can also control whether files remain internal or are immediately visible to clients.

If you’d like help configuring any of these options or want to share additional ideas, please reach out to us at support@myfirm360.com. We’re always happy to help.

AC
Alessandro C.
Firm Manager
Small-Business (50 or fewer emp.)
"Streamlined Firm Management with Stellar Support"
5/5
What do you like best about Firm360?

I really like Firm360 for its ease of use. It works the way you'd expect it to, which made it easy for our team at SARANTO LLC to adapt immediately. The integrations are valuable too; Firm360 works well with other industry software through Zapier and their API. The team behind Firm360 is also great—they're knowledgeable, accommodating, and continue to offer the same excellent service as when we first became clients about two years ago. They are very responsive, and the programming team consistently releases useful updates based on client needs. I can't overlook how the software helps us keep all our information in one place, track clients effectively, and maintain an overview of team workloads for better efficiency. The Stripe integration provides a clear view of Accounts Receivable which is quite helpful. Lastly, their support made the setup very easy for our team. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

Currently Firm360 integrates with Stripe only for merchant processing. Stripe, functionally, has a very antiquated way to verify ACH. Many clients do not want to go through their process. ACH is less expensive for us to process payments, however, we have to use a secondary system to process that. I know they are working on upgrading this system and we look forward to it. Reporting, but they are also working on that. Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360
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Thank you for being a loyal Firm360 customer, Alessandro! We really appreciate you sharing your experience.

We’re glad to hear how easy Firm360 was for your team at SARANTO LLC to adopt and that the integrations, centralized data, workload visibility, and Stripe AR tracking have been so helpful. It also means a lot to hear your kind words about our support team and ongoing product updates over the past two years.

We also appreciate you calling out the current limitations around ACH verification with Stripe and reporting. That feedback is well noted, and you’re right, both are areas we’re actively working on improving based on customer input like yours.

Thanks again for trusting Firm360 to help run your firm. If you ever have additional ideas or want to share more feedback, we’d love to hear from you at support@myfirm360.com

Maureen P.
MP
Maureen P.
Client Success Manager
Small-Business (50 or fewer emp.)
"All Client Tax Documents in One Place—Easy Access with 360"
4.5/5
What do you like best about Firm360?

The most helpful part of 360 is having all documents stored in one place, so clients can easily access their tax returns and any other documents they may need. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

When sending an electronic signature, you have to leave 360 and use an independent signer to complete it. Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360
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Maureen, thank you for sharing your feedback! We're glad to hear that having all client tax documents in one place makes it easy for both your team and your clients to access important information when they need it.

We also appreciate your feedback regarding electronic signatures. Good news — Adobe eSign is now available and provides a more streamlined signing experience. We'd love to tell you more about it, so please reach out to our support team at support@myfirm360.com.

Thank you for being a valued Firm360 customer!

whitney b.
WB
whitney b.
Bookkeeping Assistant
Small-Business (50 or fewer emp.)
"Everything in One Place for Documents and Signatures"
5/5
What do you like best about Firm360?

Everything is in one place, documents and signatures Review collected by and hosted on G2.com.

What do you dislike about Firm360?

Some users don't understand why they have to have separate logins to the firm360 portal Review collected by and hosted on G2.com.

Adrian C.
AC
Adrian C.
CPA
Small-Business (50 or fewer emp.)
"Good for Retention and Billing, but Slow at Times"
3.5/5
What do you like best about Firm360?

It is an all-in-one solution for things like document retention and billing. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

It can be slow and requires too much downloading of files. Review collected by and hosted on G2.com.

Emily B.
EB
Emily B.
Accountant
Small-Business (50 or fewer emp.)
"Great Timer and Secure Client Document Sharing."
5/5
What do you like best about Firm360?

I like the timer and the ability to send clients documents securely. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

I dislike the filing capabilities I would prefer a tree like structure by year. Review collected by and hosted on G2.com.

Chai S.
CS
Chai S.
Senior Staff Accountant
Small-Business (50 or fewer emp.)
"It's been amazing. It's very user-friendly and there's always new helpful features being added."
4.5/5
What do you like best about Firm360?

Firm360 helps myself and the firm stay really organized. Deadlines will never be missed again. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

Firm360 can be a little faster. I know it has issues loading documents sometimes. 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 has helped your firm stay organized and meet deadlines, as well as track billable time effectively. We appreciate your input on document loading speed, and we are actively working on a solution for this. Thanks for your insights — they are invaluable as we strive to provide the best experience possible.