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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
Evelyn C.
EC
Evelyn C.
05/28/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

User-Friendly Platform with Customization and Room for Integration

I like that Firm360 is very user-friendly and convenient. I also appreciate the ability to customize many fields, which helps us manage our time more efficiently.
Verified User in Accounting
UA
Verified User in Accounting
05/27/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great for Tax Season!

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.
Verified User in Accounting
UA
Verified User in Accounting
05/27/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller

Strong, Easy-to-Use CRM with Seamless Integration

STRONG CRM TOOLS, EASY TO USE, EASY INTERGRATION

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