15 years helping Canadian businesses
choose better software

What Is Firm360?

Streamline your accounting practice and increase your firm's productivity. Save your staff an average of 10 hours a week in wasted non-billable time in 30 days. Firm360 creates client management, project management, billing, reporting, and time management transparency.

Save your firm time and money by replacing your current 5+ software solutions with one seamless experience.

This all-in-one cloud-based platform is everything you need to get the job done!

Who Uses Firm360?

Small to mid-size accounting firms with teams of 3 or more looking to stay organized and efficient without duplication of effort. Save money, work from anywhere, and communicate effectively.

Where can Firm360 be deployed?

Cloud-based
On-premise

About the vendor

  • Firm Software
  • Founded in 2019

Firm360 support

  • Phone Support
  • Chat

Countries available

Anguilla, Antigua and Barbuda, Aruba, Bahamas, Barbados and 32 others

Languages

English

Firm360 pricing

Starting Price:

US$49.00/month
  • No free trial
  • No free version

Firm360 does not have a free version and does not offer a free trial. Firm360 paid version starts at US$49.00/month.

About the vendor

  • Firm Software
  • Founded in 2019

Firm360 support

  • Phone Support
  • Chat

Countries available

Anguilla, Antigua and Barbuda, Aruba, Bahamas, Barbados and 32 others

Languages

English

Firm360 videos and images

Firm360 Software - Project management for your accounting practice. Work from anywhere with this all-in-one, cloud based Project Management tool. Your team will know the status of each client and project. Spend less time on status updates—efficiently manage a remote staff.
Firm360 Software - Accounting Practice Cloud Based Document Management
Firm360 Software - Time & Billing—Automated Emails to Collect Payments
Firm360 Software - Client Management
Firm360 Software - Advanced Reporting Analytics
View 6 more
Firm360 video
Firm360 Software - Project management for your accounting practice. Work from anywhere with this all-in-one, cloud based Project Management tool. Your team will know the status of each client and project. Spend less time on status updates—efficiently manage a remote staff.
Firm360 Software - Accounting Practice Cloud Based Document Management
Firm360 Software - Time & Billing—Automated Emails to Collect Payments
Firm360 Software - Client Management
Firm360 Software - Advanced Reporting Analytics

Features of Firm360

  • ACH Payment Processing
  • Access Controls/Permissions
  • Accounting Software
  • Activity Dashboard
  • Approval Process Control
  • Approval Workflow
  • Assignment Management
  • Billable & Non-Billable Hours
  • Billing & Invoicing
  • Business Process Automation
  • Calendar Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Contact Database
  • Customizable Invoices
  • Data Import/Export
  • Deadline Management
  • Document Management Software
  • Drag & Drop
  • Due Date Tracking
  • Employee Database
  • File Sharing Software
  • Invoice Processing
  • Mobile Payments
  • Payment Processing Software
  • Prioritization
  • Progress Tracking
  • Project Management Software
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking Software
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management Software
  • Search/Filter
  • Status Tracking
  • Task Editing
  • Task Management Software
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking Software
  • Timesheet Management
  • Workflow Configuration
  • Workflow Management Software

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Reviews of Firm360

Average score

Overall
4.7
Ease of Use
4.6
Customer Service
4.8
Features
4.5
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
78%
4
17%
3
5%
1
1%
Ross
Ross
Staff Accountant in US
Verified LinkedIn User
Accounting Software, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Good website

5.0 5 months ago

Comments: Very smooth. Very useful website for our firm.

Pros:

It fit the needs of our firm better than our previous equivalent.

Cons:

A few minor tech bugs that will hopefully be fixed with future updates. How slow it takes the billing page to sort by biller.

Shauna
Project Coordinator, Executive Assistant in US
Accounting Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Very happy we made the change

5.0 3 weeks ago New

Comments: Fantastic. I'm biased because I chose it, but we have been very happy overall. The UX is leaps and bounds above PracticeCS. We also previously used GoFileRoom, and the ability to search for docs by typing in a word actually works in Firm360, and we replaced NetClientCS. With Firm360, the documents are immediately and reliably delivered to a client when we want. Our tax return delivery process is also much more streamlined.

Pros:

The impetus for change was portal functionality. Clients have responded positively. We got document management in the bargain, much easier billing processes that result in getting paid sooner, better task management. Customer support is top notch! They care, are responsive and are continually improving their product based on feedback. The comparison leaves Thomson Reuters far behind in the dust.

Cons:

The setup of a new system is never fun, but they did offer us a lot of support in getting everything up and running. The cost for set up I listed is what we paid a third party to get our old data moved into the new system. We don't have all of the reports we were used to and have missed some of those, but we can easily export to Excel and manipulate the data to our heart's content. That was inexplicably difficult in Practice CS because it required a lot of data cleanup first. Would also be nice to be able to add "upload only" access for some users who need to upload bookkeeping or payroll info to us, but be restricted from other access.

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

Our Firm Review

1.0 2 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

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

Great Service for your business

5.0 2 weeks ago New

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

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

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.

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.