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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
AT
Andrew T.
05/26/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

User-Friendly Interface, Needs More Advanced Features

I like Firm360's easy to navigate user interface, and I appreciate that it is an all-in-one solution for handling contacts, projects, recurring projects, and invoices. It's user-friendly, which is a big improvement from our old system. I also enjoy the easy online payments through credit card and ACH, especially since they auto sync with Firm360 when paid.
Verified User in Accounting
CA
Verified User in Accounting
05/26/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Hard-to-Organize Document Storage and Limited PDF Editing Slow Things Down

One platform that handles a multitude of different functions
Kelly B.
KB
Kelly B.
Small Business Tax Wizard / Keynote Speaker/ Author/ Sarcasm Expert / Book a Discovery Call - Link in Contact Info
05/26/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller

Firm360: One Integrated Source of Truth for Our Firm

Firm360 takes a multi functional firm and allows us to have one source of truth for everyone. We love that so many of our necessary functions are all integrated in one platform.

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