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?
About the vendor
- Firm Software
- Founded in 2019
Firm360 support
- Phone Support
- Chat
Languages
English
Firm360 pricing
Starting Price:
- No free version
Firm360 does not have a free version. Firm360 paid version starts at US$49.00/month.
About the vendor
- Firm Software
- Founded in 2019
Firm360 support
- Phone Support
- Chat
Languages
English
Firm360 videos and images
Features of Firm360
Alternatives to Firm360
Reviews of Firm360
Firm360
Pros:
Very user friendly and easy to navigate. My favorite is the duplicate screen feature
Cons:
Portal access sometimes confuses our clients
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.
Firm Software Response
last year
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
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.
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
