Derrick W.
DW
Derrick W.
Patriot
Small-Business (50 or fewer emp.)
"Simplifies Project Management & Client Communication"
4/5
What do you like best about Firm360?

I like Firm360 for its ease of use. The client portal is also a great feature, making it easy to communicate with clients, share documentation, and track deliverables. Additionally, the initial setup was very easy for our team. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

I feel like there could be more modification and usability options for the 'My Open Projects' tab on the Dashboard. Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360
Edit edit

Thanks for being a Firm360 customer, Derrick! We’re so glad Firm360 makes project management, client communication, document sharing, and deliverable tracking easier for your team. We also appreciate your note about wanting more modification and usability options for the “My Open Projects” dashboard tab—we’ll share that feedback with our product team. You can always reach us at support@myfirm360.com with more ideas.

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"The software is fairly simple to use"
3.5/5
What do you like best about Firm360?

I really like the connective quality is has for all our staff. We are able to to see what everyone is working on and have instant updates for clients. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

At times it is a little more complex than it needs to be with its functioning and it has limitations. It also has too much email correspondence to clients Review collected by and hosted on G2.com.

Response from Emily Maxie of Firm360
Edit edit

Thank you for your thoughtful review! We’re glad to hear that Firm360 has improved communication within your team and made document access and organization easier. We appreciate your feedback on the platform's complexity and limitations, and we’ll use it to identify areas for improvement. Your insights are valuable as we continue to enhance the user experience. Thank you for sharing!

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Powerful Filters and Reporting That Simplify Project Tracking"
4.5/5
What do you like best about Firm360?

I appreciated the ability to sort out using the different filters and the various reports that can be generated. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

The messaging system has potential to be improved. I would also like the have the ability to turn off certain automated messages to clients when moving through projects. Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360
Edit edit

Thank you for sharing your experience with Firm360! We're glad to hear that the filtering options and reporting capabilities help make project tracking and management easier for your team.

Good news! Automated client messages can be configured within project templates, including options for managing when messages are sent. Our support team would be happy to help you review your setup and explore ways to better align notifications with your workflow. Please reach out to us at support@myfirm360.com for assistance.

We're also pleased to hear that the client portal has made document collection easier and helped reduce unnecessary office visits during busy times. Thank you for being a valued Firm360 customer.

See how Firm360 improved
Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Organizes My Workflow and Boosts Productivity with Clear Visibility Into Key Areas"
4/5
What do you like best about Firm360?

It helps me organize my day better by understanding my workflow and managing my time more efficiently. It also provides visibility into key areas such as Integrations, Performance, Pricing/ROI, Support and Onboarding, and AI/Intelligence, allowing me to make better-informed decisions and improve overall productivity. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

We need to integrate scheduling features into the system Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"All-in-One Client Dashboard for Project Tracking and Task Management"
4.5/5
What do you like best about Firm360?

Most all things we need are accessed through the client dashboard.

The ability to track all projects and assign different tasks to staff. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

Not being able to edit time on billed invoices & not being able to access client realizations easily through the client screen. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Streamlined Billing and Easy Customization for Our Needs"
4/5
What do you like best about Firm360?

I think the billing is streamlined and easier than prior products we have used. The ease of customization helps to make it a good fit for our needs. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

Doesn't integrate as well as I would like with the Thomson Reuters software. Sometimes it's difficult to locate documents. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Best for team collaboration and pricing"
3.5/5
What do you like best about Firm360?

I like being able to track my projects and support cross-collaboration with others. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

At times, I forget to stop the timer, so it keeps running. I’d like the option to enter the close-out date and time for when the project session actually ended. Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360
Edit edit

Thank you for sharing your feedback! We're glad to hear that Firm360 helps you track projects, collaborate with team members, and manage billing and pricing more effectively.

Good news! If a timer is accidentally left running, you can manually adjust the time afterward using the Deduction feature. If you'd like help with this process, our support team would be happy to assist—please reach out to us at support@myfirm360.com.

Thank you for being a valued Firm360 customer, and we appreciate your feedback as we continue to improve the platform.

Sisanda N.
SN
Sisanda N.
Customer Service Representative
Small-Business (50 or fewer emp.)
"Streamlined Accounting with All-in-One Solution"
5/5
What do you like best about Firm360?

I find that Firm360 excels as an excellent all-in-one solution for managing accounting workflows, bringing a sense of organization and ease to complex processes. The integration of features like time tracking, billing, and project management into one platform is incredibly beneficial, eliminating the need to juggle multiple tools. This streamlined approach reduces the chaos typically associated with separate apps and tasks, making it much easier to manage various aspects of work without hassle. The convenience of built-in time tracking directly within workflows is a standout feature, as it makes what could be a chore effortless and seamless. Billing is made smooth and efficient through its direct connection to time entries and client data. Additionally, I appreciate Firm360 for helping to unify previously scattered tools, having made a switch from using a mix of tools including Karbon and separate applications for time tracking and billing. Its initial setup was notably convenient, making the transition smooth. Overall, the cohesive functionality of Firm360 drives a significantly better and more organized workflow for me. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

I find it frustrating that Firm360 automatically logs me out, which interrupts my workflow. Additionally, the two-factor authentication kicks in too frequently, which becomes annoying and disrupts my focus. Review collected by and hosted on G2.com.

Response from Ranae Mogensen of Firm360
Edit edit

Thanks for being a Firm360 customer! We really appreciate you sharing such a detailed review. It’s great to hear how much the all-in-one workflow, especially time tracking, billing, and project management, has helped you streamline your work after juggling multiple tools.

We also hear your frustration with being logged out and with two-factor prompts interrupting your focus. This is a security measure, but the good news is that your firm has control over it. There is a setting that allows you to choose your preferred logout time due to inactivity. If you’d like help adjusting that, our team is happy to walk you through it.

If you have any other suggestions or need a hand with settings, feel free to reach out anytime at support@myfirm360.com

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"All Projects, Tasks, and Client Billing in One Place"
5/5
What do you like best about Firm360?

I like having all my projects, tasks, and client billing in one place. Review collected by and hosted on G2.com.

What do you dislike about Firm360?

MFA can be a little annoying at times, but I understand it’s necessary for security and safety. Review collected by and hosted on G2.com.

Christie M.
CM
Christie M.
Bookkeeper and Tax Preparer
Small-Business (50 or fewer emp.)
"Great Dashboard, Portal, and Document Requests - Excellent Program"
5/5
What do you like best about Firm360?

Dashboard and portal and document requests Review collected by and hosted on G2.com.

What do you dislike about Firm360?

I haven't found anything I really dislike Review collected by and hosted on G2.com.