Challenge
Cannon & Associates, CPAs, PLLC consisting of six team members and serving approximately 800 clients, faced significant obstacles with their previous practice management software, Thomson Reuters Practice Management and Onvio. Partner Brenda Cannon shared that her team struggled with the systems’ user interfaces, finding it difficult to efficiently manage projects and access insightful reports.
Key challenges included:
- Time-consuming project setup and inflexible data management
- Limited reporting capabilities hindering data-driven decision-making
- Inability to easily modify or delete historical data
- Poor customer support
Solution
Firm360’s all-in-one practice management solution addressed the firm’s pain points head-on. Its user-centric design and comprehensive features streamlined operations and boosted efficiency.
Simplified Setup and Flexibility: Firm360’s intuitive interface made setting up billing categories and projects effortless. “All of those setup things are easy,” Brenda affirms. The flexibility to modify data without hassle was a welcome change.
Powerful Reporting and Data Accessibility: With Firm360’s robust reporting capabilities, the firm accessed vital data easily. Exporting reports to Excel for analysis and sorting empowered data-driven decision-making.
Outstanding Customer Service: Firm360’s exceptional customer support was a standout feature. “Customer service is outstanding with Firm360,” Brenda emphasizes, highlighting the responsiveness and expertise of the support team.
Results
Implementing Firm360 transformed Brenda’s firm, resulting in:
- Enhanced data-driven decision-making with insightful reports
- Seamless integration of multiple functions into a single platform
“At Firm360, you continue to improve and add new features, which I appreciate,” Brenda commends, highlighting the software’s commitment to continuous improvement.
When asked if she would recommend Firm360 to similar firms, Brenda’s response was unequivocal. “I recommend a lot,” she says, emphasizing the software’s ease of setup and comprehensive functionality.
