Take a Closer Look at Firm360
See Firm360 in Action
Clarity Across Your Firm
Firm360 gives your team the power to track every project, deadline, and dollar — so nothing slips through the cracks. From complete client packets to real-time dashboards, it's the all-in-one platform built for accountants by accountants.
Launch Firm360 in Four Simple Steps
Our team partners with you every step of the way, making sure you unlock the full value of Firm360 — for your firm, your team, and your clients.
- Step 1
Quick Account Activation
Sign up for a demo today. Once you’re ready, we’ll fast-track your setup so your team can start working smarter without delay.
- Step 2
Initial Kick-Off Call
Our onboarding experts work with you to tailor your setup, ensuring Firm360 fits your firm’s unique workflows and goals.
- Step 3
Tailored Team Training
Your success drives everything we do. We’ll guide your team at your pace — with most firms fully up and running after just four focused training sessions.
- Step 4
Start Seeing the Difference
You’re up and running. It’s time to leave operational chaos behind and move forward with a simpler way to manage your firm.
“This has been the best decision we've made. ”
“You can tell this was built by someone with accounting experience because everything makes sense. This has been the best decision we've ever made.”
“The onboarding experience was probably the best onboarding that we've had of any software.”