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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
whitney b.
WB
whitney b.
05/27/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Everything in One Place for Documents and Signatures

Everything is in one place, documents and signatures
Verified User in Accounting
UA
Verified User in Accounting
05/26/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Makes It Easy to See What Needs Doing

I love how easy it is to see the work I have to get done.
Jake K.
JK
Jake K.
05/26/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Efficient Management, Needs Billing Optimization

I like that Firm360 keeps all our clients in one spot, making it easy to look up contact information for clients. Everything being centralized is a big plus for us. It really helps with project management and task management, especially when assigning tasks to specific employees. Job completion is tracked very easily, which I find efficient and beneficial, particularly because we handle many clients with a variety of projects and tasks.

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