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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
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

Powerful Filters and Reporting That Simplify Project Tracking

I appreciated the ability to sort out using the different filters and the various reports that can be generated.
Verified User in Accounting
UA
Verified User in Accounting
05/23/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Best for team collaboration and pricing

I like being able to track my projects and support cross-collaboration with others.
monica m.
MM
monica m.
05/22/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Engagement Management Platform

Firm360 has been very user friendly and efficient for engagement management. I especially like the centralized workflow, visibility into project status, and the ability for teams to collaborate and track progress in real time. It has helped improve organization, communication, and overall efficiency within our audit processes.

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