Overview
Foresight CPA Group, a Salt Lake City-based accounting firm with 10 employees, had been searching for a comprehensive, cloud-based accounting practice management solution to streamline operations and improve the client experience. After years of cycling through various platforms — OfficeTools, Practice CS, and others — the partners found what they’d been looking for in Firm360. The platform’s intuitive design, efficient billing workflow, and powerful client portal helped the firm achieve measurable improvements in team efficiency, client satisfaction, and overall peace of mind.
Challenge
Prior to adopting Firm360, the firm struggled with disjointed software and inefficient workflows. “We went through a gamut of different processes and software,” says Josh Stats, a partner at the firm. Most systems they tried were desktop-based and lacked modern capabilities, especially in document sharing and client communications. “The billing portion was difficult, and getting clients to pay was even harder. The portal systems didn’t work well.”
Solution
After an exhaustive 15-year search for a true cloud-based, all-in-one solution — including evaluating alternatives — the firm selected Firm360. Their priorities were clear: simplify time tracking and billing, streamline internal workflows, and enhance communication with clients.
“Firm360 checked all the boxes,” Josh says. “We wanted something where employees could track time, move effortlessly into billing, and communicate with clients about tax documents—all in one place.”
Implementation
The onboarding process exceeded expectations.
“Honestly, it was the best onboarding we’ve had with any software,” Josh says. “Firm360’s onboarding team made it effortless. I was expecting a time-intensive process, but it was really, really easy.”
Team adoption was equally smooth. Despite typical resistance to change, staff quickly embraced the new system. “They saw how easy it was to use and got right on board,” Josh explains.
Results
- Billing Time Cut by 66%: “The billing process takes about a third of the time it used to,” Josh notes. “Now the partner does it directly in less time than when it was split between staff.”
- Improved Client Experience: “Clients love the portal. Even my 80-year-old clients log in, upload documents, and pay bills with no issue. They don’t have to drive to the office anymore.”
- Streamlined Operations: “Firm360 tells us what to do and when to do it. It keeps the whole team focused and everything organized in one place.”
- Enhanced Communication: The messaging functionality was a surprise win. “Clients are using the portal’s messaging tool more than I expected. It’s made communication smoother and more efficient.”
Firm360 has enabled the firm to take on more work without adding more tools or headcount. “We can be more efficient and focus on the client instead of the software,” Josh says. The centralized system has reduced stress across the team. “There’s no guessing or searching across multiple systems. Everyone knows where to find what they need.”
Without hesitation, Josh names the client portal as his favorite feature. “Client interaction is huge for us. With Firm360, they can get in, upload documents, send messages, and pay bills easily. That’s a game-changer.”
Support That Stands Out
Josh was particularly impressed with Firm360’s support team. “They’re friendly, responsive, and they know the product. With other software, getting support was a nightmare. With Firm360, I usually get an answer within an hour.”
Conclusion
“If we hadn’t implemented Firm360, we’d still be disorganized, operating in the Stone Age,” Josh admits. “Now everything is simplified, streamlined, and efficient. Our day begins and ends with Firm360!”
