Firm360 consolidated about 7 programs for us: ShareFile, DocuSign, SharePoint, MS ToDo, Outlook Contacts, TSheets, QBO A/R, Intuit Payments. All are integrated, work together, and are easy to navigate.

Implemenatation takes time, but once completed, it saves so much more time in admin down the road.

The support staff is second to none. Always repsonsive and helpful.

We could not run our firm any better without Firm360. Review collected by and hosted on G2.com.

My only criticism is lack of an app for iOS or Android. It would be great to work with tasks and client messages on a phone. Review collected by and hosted on G2.com.

What we like best about Firm360 is how it centralizes all our clients' tax information in one secure platform. It streamlines the workflow, making it easy to manage documents, track progress, and collaborate with clients efficiently. The intuitive design and real-time updates have significantly improved our overall productivity. Review collected by and hosted on G2.com.

One area where we feel Firm360 could improve is the customization options for client communication. Review collected by and hosted on G2.com.

The most helpful for Firm 306 was the project management. We love the project management. It is so easy and effortless. Review collected by and hosted on G2.com.

The only downside I have for Firm360 would be the invoicing. There is really only a couple ways to prepare an invoice. I have in the past been able to write exactly what I wanted in the invoice so it makes certain clients happy. We like to bill tax planning and tax returns together without showing the two different projects. Just wish there was more flexibility here. Review collected by and hosted on G2.com.

Firm360 offers a suite of organizational tools aimed at assisting firms in tracking client projects, billing, expenses, and documents. Some aspects of this work better than others, but on the whole it offers a compelling package at a reasonable price compared to its competitors. Support is also extremely responsive to our needs, and I have personally been very grateful to see new features implemented that I requested. Review collected by and hosted on G2.com.

Depending on how complex your time tracking is, Firm360 may occasionally irritate you with its handling of this functionality. Having multiple timers that you stop and start precludes time editing later, and I've had instances of timers getting bugged when swapping between them over the course of a workday.

Similarly, PDF merging is extremely buggy, and the indexes that it generates are prone to being radically out line with combined file contents. Review collected by and hosted on G2.com.

Firm 360 is a great tool and has been a game-changer for keeping our firm organized. Most of its features are easy to use and really help streamline our processes across the board. It’s clear a lot of thought has gone into making the software functional and intuitive. Firm 360 is still a solid platform overall. With some improvements to the billing module, it could truly be a one-stop solution for everything our firm needs. I’m excited to see how it continues to evolve! Review collected by and hosted on G2.com.

as a billing manager, I think there’s room for improvement when it comes to the billing features. For instance, it would be great to have a smoother workflow for updating invoices—especially when adding time or making edits after the fact. Right now, having to cancel the entire invoice and start over feels clunky and time-consuming.

Another area that could use some work is managing payments. Moving payments around without having to cancel the invoice and delete the payment would make things so much easier and improve record-keeping. These kinds of updates would save a lot of time and effort and make the billing process feel more seamless. Review collected by and hosted on G2.com.

It has the functions I need without a bunch of stuff I don't. I am a firm of 11 total staff and we use Lacerte as our tax software. I love that they are still adding new things and I get to suggest things that are directly helpful to my processes and they get implemented. The customer service is personalized and quick. They actually care about how I use the product and coming up with custom solutions when I need them. We are also getting feedback from clients about the portal being much easier than what we were using before. Review collected by and hosted on G2.com.

The only downside to that they are still developing is there are some features we are having to wait for. Review collected by and hosted on G2.com.

Auto roll forward of projects now that all the glitches are worked out. Support response is awesome but unfortunately had to use it too much to have glitches worked out. Tracking status easily viewable. I do not work on the billing side but it seems to be easier and receiving payment seems to be easier. Review collected by and hosted on G2.com.

Does not track state return due dates. Had TOO many glitches that had to be worked out in set up. Too many problems with integration. No in person training that I was aware of. Not restrictive enough as far as due date/extension date locked in for no editing. I do not think F360 was prepared enough for non December FYE projects and state returns and those projects due dates still scare me as far as relying on the accuracy of the tracking. Your project view reports are confusing in regards to due dates, extension dates and target dates. I can not rely on their accuracy. Review collected by and hosted on G2.com.

The ability to keep all client documentation / interactions in one platform. Also very easy to use overall once you understand how some of the features work together. Review collected by and hosted on G2.com.

Probably the fact that a phone call to tech support is not automatically included with subscriptions - especially on a firm our size.

Email and Help Center are fast and user friendly - but a quick phone call would be far more helpful. Review collected by and hosted on G2.com.

Easy to use menus, easy to track client projects, great visuals, easy to pull reports.

They are updating the software with our suggestions often. Review collected by and hosted on G2.com.

I am hoping they will improve their Project Delivery package option soon to help with a timely delivery of forms to sign, tax return action items, and tax return copies all delivered together to the client in a cohesive format. Review collected by and hosted on G2.com.

It’s almost the same as others I’m still not sure what’s the difference Review collected by and hosted on G2.com.

I’m not experienced enough to give a proper suggestion Review collected by and hosted on G2.com.