Firm360 Reviews

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

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.

McManus Tax Review

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.

Alternatives Considered: Canopy and Canopy Software

Reasons for Choosing Firm360: They were extremely inconsistent, always having cloud issues and not having access to the site. The invoices weren't actually sending to our clients which we were unaware of. They offer sync agent into QuickBooks Desktop but that also didn't ever work fully. Their ACH payment system was always failing, and clients would constantly have to contact us to let us know. But more than anything, they would never ever respond. I would try and schedule follow up phone calls, or meetings or even just emails and they totally ghosted us. To this day, they never followed through with a resolution and literally don't even know we don't' use their product.

Switched From: Mango Practice Management

Reasons for Switching to Firm360: I think that Canopy had a better portal system. We didn't have to have a social security number in there or put all "1s" so a client could access. The set up for clients was really easy and the payment system was also easy. Didn't' require a test deposit or anything like that. Simple click to pay. Also they have extended hours during tax season for customer service and tech support. And wow oh wow their customer support is super nice. Extremely patient, able to hear what we want in a system and be able to make it work with out trying to talk us out of what it is we want. Which is awesome.

Our Firm Review

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.

Firm360

Pros:

Very user friendly and easy to navigate. My favorite is the duplicate screen feature

Cons:

Portal access sometimes confuses our clients

Best Accounting/Tax Firm Management Software

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.

Alternatives Considered: Canopy, BigTime and monday.com

Reasons for Choosing Firm360: Smartsheet's notification system went haywire right in the middle of tax season. Tech support admitted there was a problem but would do anything to fix it. Our administrator was suddenly receiving hundreds of unnecessary email notifications daily from Smartsheet.

Switched From: Smartsheet

Reasons for Switching to Firm360: Firm360 is explicitly geared toward accounting/tax firms. The company understands the accountant's terminology and firm structure. Predesigned project templates are relevant and applicable to our workflows.

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

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.

Alternatives Considered: TaxDome, Karbon and Ignition

Reasons for Choosing Firm360: I had various software subscriptions because there wasn't one solution that could do mostly everything until I found Firm360.

Switched From: DocuSign, Canopy Software, CS Professional Suite and Jetpack Workflow

Love Firm 360!

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.

Alternatives Considered: Aero Workflow, CS Professional Suite, Jetpack Workflow and Microsoft Excel

Reasons for Choosing Firm360: Excel wasn't enough. We were growing and couldn't keep all the data (uncorrupted) in Excel any longer.

Switched From: Microsoft Excel

Reasons for Switching to Firm360: The ease in implementation and on-going maintenance was a major factor in choosing Firm 360 over these other Company software. Excel was what we were using before, but we outgrew it. We tried to implement Aero last year and it was so complex, we weren't successful in getting the data loaded or the employees understanding how best to use the software. We made the right choice by far!

Daily Dashboard

Comments: Its a great tool that is easy to learn and navigate, and houses everything i need to run the work of my accounting practice.

Pros:

I like that its a one stop shop to view and organize my to do. See where projects are, whats coming up due, and run reports on revenue coverage and client realization.

Cons:

There are a couple small things i would do to beef up the planning and workflow. Mainly on how the information is viewed on my scrren. i wish i could see on my dashboard how many hours of work i have, so when I view my dashboard or my teams dashboard i can see who is overloaded and who isnt. An App for my phone would be great too!

Alternatives Considered: QuickBooks Time and GoFileRoom

Reasons for Choosing Firm360: Started my own firm and needed something that was more all in one.

Reasons for Switching to Firm360: The team that was developing it really showcased the program well, and provided consistent and quick support.

Great System to run an accounting firm

Pros:

The time tracking is attributed to projects. The projects have tasks and subtasks that can be assigned to individual users. Very customizable. Support is excellent.

Cons:

The system does everything i need it to. My employees dont complain like they did with past systems. I cant think of a con

Alternatives Considered: Mango Practice Management and Canopy

Reasons for Choosing Firm360: The subtask assigning was not sufficient with Jetpack

Switched From: Jetpack Workflow

Reasons for Switching to Firm360: Better in functionality, price, and support

Highly Recommend

Comments: Fantastic

Pros:

Ease of use and great features. It has many features that are consistently being improved every month.

Cons:

No complaints thus far. All of the features are great.

Alternatives Considered: TaxDome and Canopy Software

Reasons for Choosing Firm360: Terrible customer service and implementation with Canopy.

Switched From: Canopy and Canopy Software

Reasons for Switching to Firm360: Great features and user reviews.

Firm360

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.

User feedback with pros and cons

Pros:

I got support from Firm360 during my accounting process because it was affordable. Integration with my bank statements made my job much easier.

Cons:

What I dislike the most is that the documents can't be customized as I would like.

My Thoughts on Firm360

Pros:

This software is amenable, flexible and supportive. It is capable of managing different aspects of our practice, from straight-forward corporate year-end file preparation, to the longer-term steps of an Estate project, and specialty tax engagements.

Cons:

A teeny-tiny quirk of the timer - when using the timer, if I go off the page to work in another window, the timer stops moving, although it's keeping proper time in the background - I can't come back to the window to see how much time has passed. I have to post the time to see the total.

Firm 360 review

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.

Excellent overall product. Great Support.

Comments: Excellent. Our transition from Office Tools Professional (which i do not recomment. Their customer service and bad business tactics are the worst i have ever experienced in my 40 years of running a CPA firm) was very smooth and d painless.

Pros:

Support and help with setup. Easy to use, Can access anywhere since it is online

Cons:

Since it is online, the program times out and requires you to log back in. I would like to see the login stay up longer. Need a little more flexability with the actual invoice. We have client specific templates that will not work in 360. Also markdowns for clients needs more flexability to show up in Realization calculations.

Lots of features with a learning curve

Pros:

As a user, the simplest and most straight-forward part of the software is the time tracking. It's easy to clock in and out. Coding the hours, so they're appropriately billable to the right clients is a little tricky to understand.

Cons:

Of the other features I've explored, project/task management has been challenging. For example, I have a few items in a project that need to be sequential, but that is either an all-or-nothing feature.

Awesome - Love that they constantly improve and are responsive

Comments: Very simple, clean and intuitive after one month using it.

Pros:

Very simple, clean and intuitive after one month using it.

Cons:

A few minor suggestions: make it easy to see whether a client actually has portal access -- not just whether they are eligible for portal access. Also, make it easier to see the input fields. The white fields against white background with no border makes it hard to see.

Excellent practice management software for small or medium accounting firms.

Comments: They continue to develop it into a more useful tool and open to suggestions of feature improvements.

Pros:

Ease of use, client/contact management system, simple time tracking, integrated document management.

Cons:

Transition was difficult do to amount of files moved and time entries imported, but helped us along the way.

Small Multi site firm

Pros:

Great tool for multi users to keep track of project management. Great utilization for clients portal and all staff to have access to help clients. Firm 360 did a great job of helping make multi site a possibility.

Cons:

Do not use qb online. Would like to have better integration or more robust reporting options.

Great Product

Pros:

Firm360 is a great product because it provides you the features you need without adding so many options that the product becomes bloated and not user friendly. The team behind Firm360 is also very responsive to customer support issues and quickly resolves issues to get you back up and running.

Cons:

Nothing comes to mind, but perhaps some of the categories on the client information page are unnecessary.

Team workload confidence

Comments: Really great so far and getting better all the time.

Pros:

I like the reporting features that allow me to analyze productivity and work loads.

Cons:

I sometimes wish I could sort team workload by work type but will often just export to do this.

Great product to help with project/task management

Pros:

Everything is easy to find. Never had an issue finding a project and the dashboard is simple.

Cons:

Updating a due date for a project does not do the same for the tasks inside. No option to batch update the due date.

Great

Comments: Firm360 is great for my firm size and structure.

Pros:

I like the customization and flow of the software.

Cons:

There isn't much that isn't available that my firm needs.

Makes the Job easier

Pros:

I can keep everyone organized and all there important docs where we both can get to them.

Cons:

I need a master to do list instead of going into each client.

Firm 360 Review

Comments: Our clients like the process better but find they would like to have different areas to sort items into on the portal instead of having just one overall ara.

Pros:

The program is easy to track time and enter billing information, invoice.

Cons:

We send birthday cards to all our clients. It would be easier to have a date range for month even.