Case Studies
What does real success with Firm360 look like? Try 200 hours saved every week, 95% client portal adoption, 66% faster billing, and firms fully implemented in as little as 60 days. These case studies show how practices like yours are replacing legacy systems, simplifying workflows, and delivering a smoother experience for both staff and clients.
Featured Case Studies
How a 50-Person Tennessee Firm Saves 200 Hours Weekly with Firm360
200
Hours Saved Every Week
Salt Lake City Firm Sees Faster Billing and Client Portal Adoption with Firm360
66%
Reduction in Billing Time
Case Studies
How a 12-Person CPA Firm in Michigan Streamlined Workflow Visibility with Firm360
60
Days to Full Implementation
30-Person Pacific Northwest Firm Modernizes Its Practice With Cloud-Based Accounting Workflow Software
95%
Client Portal Adoption Rate
How a 5-Person Reno Firm Scaled Through Acquisitions with Firm360
2
Acquisitions Successfully onboarded and migrated with Firm360
15-Person Colorado Firm Streamlines Operations and Elevates Client Experience with Firm360
98%
Client Engagement Letter Return Rate
60-Person Kansas Firm Reaps Benefits of All-in-One Platform
0
Internal Support Emails
How a 31-Person Firm Replaced Its Homegrown CRM With an Integrated Solution
Eliminated Homegrown CRM and multiple disconnected tools with Firm360
How a 24-Person NY firm Aligned Internal Strategy and Enhanced Performance with Firm360
100%
Employee Adoption
How an 11-Person CPA Firm Transformed Its Workflow with Firm360
3
Legacy Systems Replaced
How a 5-Person Oregon Firm Secured Client Data and Scaled with Firm360
100%
Improved client data protection and cyber security
How a 6-Person Oklahoma Firm Boosted Efficiency and Client Satisfaction
Replaced Thomson Reuters Products with Firm360
Multi-Office Accounting Firm Improves Cash Flow and Client Relations with Firm360
50%
Faster Receivables
See Firm360 in Action
Get a demo to see how Firm360 simplifies workflows, improves client experiences, and saves hours every week.