client RELATIONSHIP management
Elevate your client management with Firm360's powerful tools. Designed by accountants for accountants, our solution centralizes communication, automates tasks, and enhances visibility—all to save you time and strengthen client relationships.
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All Client Info in One Place
Access client information instantly, eliminating scattered
information.
Boost Team Efficiency
Automate routine tasks, allowing your team to focus on what they do best - accounting.
Unified Client Interactions
Ensure your team stays aligned and informed on every interaction, from client emails to calls.
Power features
Access comprehensive client profiles instantly. Firm360's centralized hub organizes all client data, communication history, and documents in one secure location, ensuring you're always prepared for client interactions.
Effortlessly segment and manage your client base. Our intuitive filtering system allows you to quickly sort clients by industry, service type, or custom criteria, streamlining your workflow and enhancing targeted communication.
Keep your entire team in the loop with our email sync and communication log. Every interaction is stored in one place, so whether it's a quick chat or a long email thread, everyone stays up-to-date.
Transform communications into action. Our smart system allows you to instantly create tasks from client messages, ensuring nothing falls through the cracks and improving your team's responsiveness.
Nurture prospects with ease. Our built-in lead management system helps you track potential clients and convert leads more effectively, fueling your firm's growth and success.
Step away from the clutter of paperwork and multiple systems, and
step into the streamlined all-in-one solution with Firm360.
Features designed for the modern
accounting practices.
One software covers all needs
Complete project overview
No error-prone manual tasks
Simple client management
Comprehensive client portal
Documents all in one place
No more missed deadlines
Advanced reporting capabilities
Your Previous System
Move away from outdated practices
that hold your business back.
Multiple software headaches
Chaotic spreadsheets
Invisible project progress
Cumbersome manual documents
Time-consuming billing tasks
Little to no reporting options
Missed deadlines
Poor project management
"Effortless setup"
Great customer service and response times. Very simple to set up clients, link contacts and set projects. Like that you can drag n drop documents, edit and check in new version if changes need to be made.
"Amazing support"
Firm 360 is a great software for an accounting firm. Always willing to hear your suggestions and pass them along to the developers. Support is great and always quick to assist!
"Made for CPAs!"
A solid 10 in our book! We can tell that a CPA was involved in the design of the product and that is very helpful. We appreciate that Firm360 evolves with tech trends, not just to upsell.
"Perfect PM system"
Love the product! Has been amazingly helpful in organizing projects and priority. Staff is very responsive to any issues or suggestions. Highly recommend.
"I don't know how we operated before!"
It's my go-to every single day. I don't know how we operated before! The ability to manage recurring projects and associate files with ease is a lifesaver, and support is always on the ball.
Unlimited support
We usually solve all your tickets
within 24 hours, thanks to our
always-ready and friendly team.
Beginner friendly
Our unlimited training ensures
your team knows how to utilize
every corner of Firm360.
Security is our top priority
Your data is safe and secure
with Firm360. We undergo a
third party security audit for
SOC2 every year.
Book a demo and we’ll show you exactly what Firm360 can do for
your team. What can I expect?
A zero-commitment demo, tailored to your specific needs
A live look at powerful tools for increased efficiency
Answers to all your questions
Insights on saving time and simplifying operations
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