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Pros:

I looked for months for a solution that integrated time tracking, document management, and client task management in one solution.

Cons:

Documents filing system, automatic sort out system non-exiting, search criteria limitation.

Firm360 ratings

Average score

Ease of Use
4.6
Customer Service
4.7
Features
4.5
Value for Money
4.6

Likelihood to recommend

8.8/10

Firm360 has an overall rating of 4.7 out 5 stars based on 148 user reviews on Capterra.

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Filter reviews (148)

Reid
Reid
El Jefe in US
Verified LinkedIn User
Accounting Software, Self Employed
Used the Software for: 1+ year
Reviewer Source

Great software

5.0 4 months ago

Comments: Very pleased with it, highly recommend over what was used at my previous firm.

Pros:

Made by an accountant for an accountant; great features, consistency of support and ease of use.

Cons:

Not that many; had a couple difficult times with navigation but really limited

Nani
Bookkeeping/Office Manager in US
Accounting Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

McManus Tax Review

5.0 2 years ago

Comments: Easy to use. Easy to work with. All around grateful for this product.

Pros:

I enjoy how user friendly it is. It's relatively easy to jump in and use it without having to have a background in programming.

Cons:

I wish invoices could sync into QuickBooks desktop. I understand how the founder does his bookkeeping and sales tracking, but we enjoy having both recourses and do not typically put all our eggs in one basket... or data in this case.

Dawn
Partner in US
Accounting Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Learning Something New

4.0 4 weeks ago New

Pros:

The support team was great to work with. They were always available. As I use the program more, I am finding it easy to navigate.

Cons:

I do not really have any at this time, I have been utilizing a different program for 20+ years, change is hard, but so far Firm360 has been great to work with.

Cynthia
Administrative Manager in US
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Our Firm Review

1.0 3 years ago

Comments: Sometimes when we e-mail with questions, we hate that it has to be assigned a work ticket and then we get an e-mail back saying go to this link to get more information or try this when what we really want is for someone to pick the phone up and give us a call. We feel like there is not alot of customer service real time interaction.

Pros:

We like that we can see at a glance on our dashboard what work we have assigned to us as it comes in and the appropriate staff check in the projects.

Cons:

The staff who have to scan the docs to Firm360 under the clients' accounts would like to have the option of using Folders on the Documents Tab to help organize the docs better...similar to what we had with another software company. I don't like that I can't run a better time entered report to calculate payroll hours to be paid. The staff doesn't like that when we print a tax return from one software program it doesn't talk to Firm360 to scan the TR doc directly to the clients' folders...that we have to save to desktop then scan to Firm360.

Firm Software Response

2 years ago

Cindy - Wow! I am really sorry to hear that you feel this way. We want to make things right by you. 1) We have a toll free support phone number you can call any time. We will email you that info so you have it. 2) Some of your concerns can be accomplished, lets line up a call to review your processes and see if we can help you out 3) We are also reviewing your feedback for any enhancements we can add to the product, and will let you know as they are released. Thanks, Clay

Amber
Bookkepper in US
Accounting Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Firm 360 Review

4.0 3 months ago

Comments: Recently just started using this program and it has helped out a lot having everything in 1 place.

Pros:

The functionality. Everything is in 1 place and I like that option.

Cons:

No problems so far for me. My boss mentioned there is no where it gives information on how to contact.

Kevin
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Best Accounting/Tax Firm Management Software

5.0 2 years ago

Comments: If you are looking for a practice management solution for your bookkeeping, payroll, tax, and consulting practice, look no further! Firm360 is the answer.

Pros:

Firm360 is by far the best solution for accounting and tax practice management. The application is outstanding. It includes everything we could want in project management, document management, and even CRM. The staff is friendly and highly knowledgeable. Improvements are being made all the time. Good ideas from customers get the attention and action they deserve.

Cons:

There is nothing I like least about this software.

Firm Software Response

2 years ago

Kevin - thanks for the feedback and kind words! We appreciate the feedback you have provided as you got used to the product, which helps us improve things for everyone.

Crystal
Owner in US
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

It's as close to one size fits all as you can get

5.0 2 years ago

Comments: Overall, I am very happy in Firm360. I was able to ditch what I felt was antiquated software (Thomson CS) and streamline processes. It is rich with functionality and can handle a firm that doesn't do JUST tax returns. I think a lot of firm management software focuses too much on just the tax work. Firm360 is much more than that and continues to improve constantly. I will be able to easily scale my business thanks to them.

Pros:

Easy to implement, easy to use. It has many features, and they are making consistent improvements every month. The clients like it and have had no trouble accessing the client portal and using the document upload. I also like that you can merge documents into one PDF.

Cons:

I wish there were a mobile app for clients and my firm. Sometimes I'm on the go and would like to take a quick note on a client with my phone. I also wish that you could structure things by folder, and send automated tasks for clients. Organizers (customizable) would be nice too.

Firm Software Response

2 years ago

Crystal - thanks for the input! FYI we are currently working on most of the items you mentioned on your "wish list" below so keep that feedback coming!

Janet
Owner in US
Accounting Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Love Firm 360!

5.0 4 years ago

Comments: Fantastic and amazing. Couldn't ask for a better software or support team. Would recommend this software to anyone.

Pros:

This software is so easy to use. But before that even, if was even easier to implement and roll out to our team. We looked at many other similar products but they were either very costly or a lot of work to load data/ roll out/ learn. Firm 360 is the perfect solution! And their customer support team is amazing. We ask for tweaks or adjustments, and the same day we get a response. Frequently even, we get those requests met the same day or the day following. Can't speak highly enough of [SENSITIVE CONTENT HIDDEN] and their Firm 360 product!

Cons:

Having to pay! ha! The only thing that would make this better is if it were free. But nothing worth having is free, so we are happy to pay for the service. We don't see ever making a change from Firm 360 at this point.

Daniel
Partner in US
Accounting Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Very thought out practice management

5.0 10 months ago

Comments: Great software, very responsible development and customer service teams.

Pros:

Easy workflow, nothing is missed. Lots of automation.

Cons:

I wish there was more payment processors.

Zanette
Office Manager in US
Accounting Software, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Firm360 2024

5.0 9 months ago

Comments: Overall Firm360 has a lot of features to make your company run smoothly. It’s just a lot to learn.

Pros:

It’s fairly easy to learn once you know the basics

Cons:

There are a few things with billing that need improvement. An option to design your own invoice.

Joshua
Partner in US
Accounting Software, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Firm360 is the Practice Management Solution I've been looking for!

5.0 last year

Comments: In my 25 years in this industry I have used many different products all claiming to save me time, money and be the best product for my business. I've gone from Big Time to OfficeTools, to PracticeCS, back to OfficeTools and now to Firm360. I have tested every other online practice management tool for accountands and all have fallen short except Firm360. Finally a product that has everything, is easy to learn and use, and support that is second to none.

Pros:

Firm360 is so intuitive and easy to use. If you have ever used a computer you can use Firm360. Firm360 has everything our firm needs: Time tracking, project management, client management, client portal, invoicing, reporting, client communication. There are many programs out there but Firm360 is the first to have everything together in an easy to use online platform. Firm360 is also the only product that handles multiple locations correctly. I cannot forget the staff at Firm360. They are the BEST around! I've been in the tax and accounting industry for 25 years and have contacted all kinds of support services and NO ONE can touch the quality of support at Firm360! They treat you like your best friend!

Cons:

The only con I can give Firm360 is not having a demo copy to play around with. I was apprehensive about transitioning to Firm360 without spending hours in the product myself. But I am so happy I made the jump. Never going back.

Whitney
President in US
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Firm360

4.0 2 years ago

Comments: The Firm360 team has been great to work with, always responsive to questions and suggestions/needs. We were using Practice CS, FileCabinet CS (neither have had major updates for years) and NetClient CS.
We saved money and went down to one software product! They helped us successfully implement the program and continue to provide great support for the product. We have had no issues with downtime, and the occasional bugs, that will happen with any software, are quickly resolved. We have been very happy with our change to Firm360!

Pros:

* Easy to use * Clients do not have to remember passwords; the SMS text adds better security * We were able to eliminate 2 software packages plus NetClient portals to a single product. * Company and developers have been VERY responsive to suggestions for improvements and have implemented changes far quicker than other software companies we have dealt with. * Support is primarily email, but company did accommodate calls when needed. Overall support has been good.

Cons:

Having to download documents to print and not have a print driver to print directly into the program. The ability to upload directly from Adobe is helpful with this process, but still one extra step.

Firm Software Response

2 years ago

Whitney - thank you for the feedback! we love hearing from happy users.

Natalie
Partner in US
Financial Services Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Great software

5.0 2 years ago

Comments: We're so glad that this software is available. It's so much better than competitive brands.

Pros:

Everything about this software is terrific

Cons:

No complaints at this point. All of the features are terrific

Cora
Staff Accoutant in US
Accounting Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Firm360

5.0 2 years ago

Comments: I have had a great experience with Firm360. The software is really easy to use and figure out, and fits all of the needs for my job. The support for Fimr360 is great. Someone always gets back to me very quickly and they have always been helpful.

Pros:

I think this software is user-friendly and was very easy to figure out. I love how easy it is to take payments from clients, create invoices, track project progress, and find client information.

Cons:

It would be helpful if the software had an accounts receivable ledger to track all of the invoices and payments from clients in one place. We have had clients that want proof that they did or did not pay for an invoice and I have to create something to send them to show each invoice sent to them and each payment that we received from them.

Danielle
Business & Office Manager in US
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Firm360 works for our small firm

5.0 3 years ago

Comments: Onboarding Firm360 was an entirely collaborative process. From the initial demonstration through training and customization,[SENSITIVE CONTENT] were completely hands-on. All of our suggestions and recommendations were fully understood and applied to the software in ways that made our migration much easier. As with any switch to a firm management software, the more use it, the better and more comfortable you become with it.

Pros:

Firm360 is pretty intuitive and highly customizable.

Cons:

Less clicks is always better in any software. As they continue to improve and adjust, the number of clicks should decline.

Firm Software Response

3 years ago

Thank you for the review and feedback!

Judy
Office Manager in US
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

My Personal Experience

5.0 3 years ago

Comments: Firm360 came into our firm at the right time. We had ample time to convert the data and get the flow set up before tax season began. The Firm360 staff was extremely helpful and answered all our questions (more than once sometimes). The product is easy to use and has allowed our company to streamline our processes.

Pros:

Firm360 is very easy to use and often customizable to our firm. Software suggestions were always welcomed and often implemented. The staff are very helpful and always timely. The Invoice creation process was smooth and saved me a lot of time. I do love the User Manual.

Cons:

As with any software, there are always features that can be improved and Firm360 is no different.

Firm Software Response

2 years ago

Judy - thank you for the feedback!

Amir
Consultant in US
Accounting Software, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

MyFirm360 does it all

5.0 2 years ago

Pros:

Ability to connect directly to bank accounts to pull statements. Blazingly fast website/interface.

Cons:

MyFirm360 is priced significantly higher than competitors

Kathy
Payroll Specialist in US
Accounting Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Firm 360 review

5.0 2 years ago

Comments: My over all experience with this software is very good I would recommend it to others. Once everything is setup which is always the difficult part you are good to go.

Pros:

I like that I am able to see everything I have planed for each week and manage my time on a project and that our firm is able to see how we are progressing in out projects in a timely manner. It is very user friendly.

Cons:

Wish there was a better way for the software would mark you project completed for you.

Maureen
Lead Bookkeeper in US
Accounting Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Love Firm360!

5.0 10 months ago

Comments: I use this all day every day. I don't know how I functioned before!

Pros:

Ease of use, ability to set up recurring projects, and associate documents with projects.

Cons:

There have been a few kinks that have been worked out. The support staff is very responsive to correcting any issues.

Tracy
CPA in US
Accounting Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

My opinion

3.0 3 years ago

Comments: Still learning & getting familiar with, there is room to improve to be more friendly and broader use by an accounting firm in my opinion.

Pros:

Communicating with clients via portal and e-mail.

Cons:

Documents filing system, automatic sort out system non-exiting, search criteria limitation. I Got spoiled by Thomson Router's file cabinet features I guess, plus firm 360 was implemented during tax season, so there was little time for training.

Firm Software Response

2 years ago

Tracy - thank you for taking time to provide us with this feedback! Please get in touch with our support team so that we can help you with the issues mentioned, and get you any needed additional training!

Meghann
Receptionist in US
Accounting Software, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Great Service for your business

5.0 5 months ago

Pros:

Firm360 does a great job of keeping all of our client's files at our fingertips. They are always improving services and have wonderful customer support

Cons:

I don't have any complaints about using Firm360

Meghan
Owner in US
Accounting Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Newly onboarding

3.0 2 years ago

Comments: I have hopes that it will turn around, but so far... I can't edit documents in the document folders (didn't know this when I bought it), I can't link to QBO for billing (didn't know this when I bought it), but I like the time tracking and realization functions.

Pros:

time tracking... but this isn't much better than quickbooks.

Cons:

The onboarding process has felt clunky, and it seems that the Firm360 person doesn't understand my questions a lot of the time.

Mark
Principal in US
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Finally moved to the digital world

5.0 3 years ago

Comments: The software is phenomenal, anything we did not understand was clearly explained when we called for help. If we had an issue it was addressed within hours in most cases and even the training was top notch. We are very old school and they helped teach us how to utilize the software to better manage our workflow and practice management.

Pros:

Easy to set-up super product support great analytics for firm management

Cons:

I still want to touch the paper, but I don't need to as it is all digital

Firm Software Response

3 years ago

Mark, Thank you very much for the feedback!

Melanie
Client Services Administrator in Canada
Accounting Software, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Year One of Firm 360

5.0 2 years ago

Comments: We use Firm 360 on a daily basis to track billable/non billable hours + extract reports to track trends.

Pros:

Most impactful feature for our daily use is time tracking used for billable hours. Navigation is easy once you work with the program for a while.

Cons:

Some search/integration/report features could be better- the Firm 360 team are open to suggested improvements.

Firm Software Response

2 years ago

Melanie - Thanks for your input!!

David
Owner in US
Accounting Software, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

New User to Firm360

5.0 3 months ago

Comments: New to the software but overall very impressed

Pros:

Very user friendly and great for accounting firms

Cons:

Hard to find a support telephone phone #