Workflow Routing

Make your firm more efficient and profitable with workflow management.

Is your workload sometimes out of control? Do unexpected workflow issues put you into crisis mode? Are clients upset? Eliminate these kinds of issues with Firm 360.

Firm 360 is an automated workflow management solution that can help you gain control of your practice and stay on top of your workload. Our platform allows you to automate your practice, which optimizes efficiency. When you are operating more efficiently, it results in cost-savings and creates less stress for you and your staff.

Our automated cloud-based software allows you to easily manage workflow. With our solutions, you can manage easily manage your workflow, address problems early, and enable your staff to be more productive.

Benefits of Automated Workflow Management

Automated workflow management benefits accounting firms in a variety of ways. Here are just a couple of them.


Our solutions offer full visibility into your workflow. Eliminate surprises and know what is due. Determine the status of projects. Track what needs to be done. See when your staff members are struggling. Send them reminders to help stay on task.


Firm 360 can boost your practice’s efficiency greatly. Automated workflow management helps you stay on task. It helps everyone in the office to stay ahead of the game. It’s easy to get new staff up to speed quickly with automated workflow management.

What are you waiting for? Get started today. Enhance your business with our workflow routing solution.

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