Firm360

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by Firm360·Launched Accounting Practice Management Software

ReviewAITools Score · 530 reviews9.1

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What is Firm360?

Firm360, established in 2019, offers a comprehensive accounting practice management platform designed to address the operational challenges faced by accounting firms. Born out of the founder Brandon’s own experiences with the complexities of managing a growing firm, Firm360 aims to streamline processes and enhance efficiency. The platform is securely hosted on Amazon AWS infrastructure in the eastern US, ensuring reliable access and data security.

Firm360 is committed to providing exceptional support, offering unlimited, white-glove assistance to its users. Customers can reach out via email or phone for prompt and helpful service, reflecting the company’s dedication to aiding accountants in their work.

Recognizing the busy nature of accounting professionals, Firm360 emphasizes ease of transition to its platform. The onboarding process is designed to be smooth and swift, with firms typically up and running within the first three days and fully transitioned within 30 days. This quick setup process, combined with the platform’s ability to import clients and start working immediately, makes Firm360 an attractive solution for accountants looking to regain control of their time and improve their operational efficiency.

Best for

Small BusinessMedium BusinessLarge Enterprise

Pricing

Starting at Custom · Subscription

Features

107 features that make Firm360 stand out.

Approval Process Control
Audit Trail
Billing & Invoicing
Client Management
Invoice Management
Project Management
Reporting & Statistics
Workflow Management
Access Controls/Permissions
Accounting
Customizable Reports
Data Import/Export

Pros & Cons

Pros

Intuitive InterfaceUsers find Firm360 easy to navigate, which simplifies managing daily, monthly, and quarterly tasks across different departments and locations.
Comprehensive Feature SetIt’s appreciated for its all-in-one solution that integrates time tracking, document management, client task management, and more.
Responsive Customer SupportThe support team is highly responsive and attentive to user concerns and suggestions, enhancing the overall user experience.
Effective Task ManagementThe platform is praised for its capability to act as a “home base” for remote work, ensuring tasks are completed on time.
Seamless TransitionThe transition to Firm360 from other platforms is described as seamless, with its easy-to-use nature and reasonable pricing being significant factors.

Cons

Mobile FunctionalityWhile its mobile use is deemed good, there’s a desire for a standalone mobile app to access the platform.
Feature RepetitionSome users pointed out that certain features, such as activities, projects, and tasks, appear repetitive and could be streamlined.
Report and Billing AnalysisEnhancements in report options and billing analysis are needed for a more robust experience.
QuickBooks IntegrationUsers would appreciate a continuous client sync with QuickBooks Online for smoother operations.
Demo AvailabilityPotential users expressed a need for a demo version to explore the software’s functionalities before making a full transition.

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Frequently asked questions

Is Firm360 free to use?

Firm360 does not currently offer a free tier or free trial. Pricing starts at Custom and depends on the plan you choose.

How much does Firm360 cost?

Firm360 uses custom pricing tailored to each organisation. Contact their sales team for a quote based on your team size, modules and contract length.

What does Firm360 integrate with?

Firm360 ships with an open API for custom integrations. The vendor also publishes connectors for common business systems on request.

Who is Firm360 best suited for?

Firm360 is built for teams who need to standardise the workflow it covers — typically growing companies who have outgrown spreadsheets but don't yet need enterprise-grade procurement suites. The exact fit depends on company size, deal volume and compliance requirements.

How long does it take to onboard Firm360?

Most teams are live on Firm360 within 2–6 weeks. Simpler implementations (small teams, default workflows) can be done in days; large enterprise rollouts with custom approval chains and ERP integration take longer.

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