Streamline your practice so your team can get more work done
Our all-in-one platform has everything you need to run your firm
“I estimate that we save 100 clicks per individual tax return compared to how we were doing things before”
“We have saved a tremendous amount of time in client discussions, copying files, pushing paper, and especially invoicing”
“We are more efficient with our work, we can streamline processes, project out schedules and foresee heavier workloads.”
Know what your team is working on and track their efficiency.
Quickly handoff tasks between team members
Know exactly what your team is working on
Never miss a client deadline
Quickly access the documents you need, right when you need them.
Integrated document management
Securely send and receive client documents
Collect electronic signatures
Clients can access documents with client portal
Efficiently process your time and billing so you can spend your time on what is important.
Fast and easy time entry for your team
Generate invoices quickly and easily
Collect payments online
Automatic accounts receivable collections
All the features you need to get your job done in one place. Stop jumping between different platforms.
Save time and money with automation. Improve your efficiency by automating tasks.
With Firm 360, you can work from anywhere in the world. You'll have 24/7 access to your firm.
Your data is safe and secure with FIrm360.
This is the leadership team behind the product.
Here are some common questions from our customers.
If you want to find out more book a demo now!
How long has Firm360 been in business?
Firm360 was started in 2019 in response to the growing pains that our founder Brandon was experiencing as he grew his firm. You can read the full story under the "Case Stories" section. With multiple tax seasons under our belt, we have seen first hand how we can transform firms like yours. We are rapidly growing and adding new firms every month.
Where is Firm360 hosted?
Firm360 software is hosted on Amazon AWS infrastructure, in data centers in the eastern US.
Does Firm360 provide support?
We provide unlimited, white glove support. Customers can contact us via email or phone to get their questions answered as quickly as possible. We are passionate about helping accountants and love talking to our customers and helping out in anyway we can.
Are there any onboarding fees?
Onboarding and training is 100% free. You get unlimited support to set you up for success.
We know you are busy! In fact, that is why Firm360 exists - to help accountants regain control of their time. We believe that the best time to switch is now. Every month that you wait to improve your processes, your firm is wasting precious time with inefficient processes. Our onboarding team works with you every step of the way to get your data migrated and get your team trained on the new platform. You can import your clients and start working right away! A typical firm is up and running and using the system in the first 3 days, and their team is completely transitioned within 30 days.
Check out our FAQ page for more.
Revolutionize your firm with all the features you need to be productive right at your fingertips. Firm360 is built by accountants, for accountants, we pay attention to the details that make your job easier.
Effective project management can save time and reduce stress because you know your team will deliver for your clients.
Interact with your clients seamlessly with electronic signatures, digital document delivery, and client portal access.
Access your clients and documents from anywhere, anytime.