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Firm Software LLC

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154 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.4
Serving customers since
2019

Profile Name

Star Rating

98
45
8
3
0

Firm Software LLC Reviews

Review Filters
Profile Name
Star Rating
98
45
8
3
0
Ashleigh L.
AL
Ashleigh L.
Audit Principal at Carter & Company, CPAs
05/29/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Centralized Efficiency with Firm360

I like that Firm360 is easy to use. I appreciate being able to tie the billing to jobs, which helps prevent missed billings and lost revenue. I find it helpful to track the job process to see where we're at different stages, as it provides a real-time view and allows everyone to input their status on a job, instead of using Excel like before. Additionally, I like the reports.
Verified User in Accounting
UA
Verified User in Accounting
05/29/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller

Intuitive Client Lookup and Smooth Project Tracking

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.
Julia  F.
JF
Julia F.
05/28/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Very User-Friendly, Easy-to-Navigate Screens with Always-Available Support

VERY USER FRIENDLY SCREENS ARE ESY TO NAVIGATE SUPPORT ALWAYS AVAILABLE

About

Contact

HQ Location:
Raleigh, NC

Social

@firm360

What is Firm Software LLC?

Firm360 is the all-in-one platform built for accountants by accountants to eliminate the chaos of juggling disconnected tools and manual processes. We understand the work behind the workflow — so we’ve designed Firm360 to streamline every part of running an accounting firm. From project management and client communication to time tracking, billing, e-signatures, reporting, and secure document sharing, everything is in one place. Firms use Firm360 to save hours each week, improve team collaboration, and deliver a better client experience. More than 3,000 accounting professionals trust Firm360 to operate with clarity, not complexity — supported by tailored onboarding, ongoing training, and a responsive team that’s always ready to help.

Details

Year Founded
2019