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Smarter Document Management for Accounting Teams

Manage client documents with less friction. Firm360 organizes files, enables secure sharing, supports e-signatures, and provides clients with portal access so your team spends less time chasing files, and more time moving work forward.
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Powerful Features

Document Management without the Hassle

Combine multiple files of different types or split uploads into individual documents — all without leaving the platform.
A professional using the merge PDF feature the Firm360 accounting software interface
Keep a full record of every document version, with clear visibility into who made changes and when. You can also download earlier versions anytime.
A professional reviewing the revision history in the Firm360 accounting software interface
Eliminate the hassle of converting photos into usable files. Firm360 automatically turns images of tax forms or other documents into PDFs  — no extra tools or steps — so you can process client documents faster and keep work moving.
Two professionals using the PDF conversion tool in the Firm360 accounting software interface
Easily import documents from any application to Firm360 with our print driver.
Print interface feature in the Firm360 accounting software
No matter how many documents are associated with specific clients, you get to choose which ones they can view in the client portal. 
A group of professionals reviewing files in the client portal in the Firm360 accounting software interface

The all-in-one solution for complete accounting management.

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FAQs

Document Management: A Closer Look

This FAQ covers the most common questions we receive about Firm360’s document management features. If your question isn’t covered, feel free to or visit our Knowledge Base.

Firm360 keeps your documents organized automatically by linking them to client records, projects, and tasks — no more digging through folders or chasing down email attachments. With built-in version control, audit trails, and smart naming tools, your team stays in sync and your files stay accurate.

Yes. You can easily merge PDFs, split scanned packets into individual files, and reorder pages — all from within Firm360. There’s no need to download files or use separate tools, saving your team valuable time during tax season and beyond.

Firm360 simplifies intake with built-in renaming tools and automatic conversion of images into ready-to-use PDFs. This means fewer follow-up emails and a smoother experience for both staff and clients.

Absolutely. Every document change is tracked with full revision history and user attribution, so you always know who edited what and when. This keeps your firm compliant and audit-ready.

Yes. With the Firm360 print driver and Office/Adobe plugins, you can print or save files directly from any program into the correct client folder — no more downloading, saving, and re-uploading.

Firm360 is cloud-based and built with bank-grade security, including encryption and detailed audit logs. All client documents are stored securely.

Built-in e-signature capabilities allow clients to securely sign documents from any device. Signed versions are automatically stored alongside the original, and you can track the status of each signature in real time.

Integrating document management with project tracking, time tracking, and client communication means fewer errors, faster turnaround, and a unified view of each engagement. It eliminates silos and keeps everyone on the same page.

Yes. Everything is cloud-based, so your team can securely access, edit, and share documents from anywhere — perfect for hybrid or fully remote firms looking to stay coordinated and compliant.

Most likely, yes. Firms often replace legacy document management systems with Firm360 to consolidate tools, reduce IT overhead, and simplify workflows — all while maintaining robust features accountants rely on.

Firm360 is designed to help firms modernize at their own pace. With user-friendly tools and training, even firms coming from paper or patchwork systems can quickly adapt and see results.