Lead With Clarity: Data-Driven Firm Management
We built Firm360 to give you a clear line of sight across your operations. From team workload to billable hours, we provide the structure and visibility you need to plan ahead, stay efficient, and deliver results — without unnecessary complexity.
Powerful Features
All the Tools You Need in One Place
Juggling spreadsheets, emails, and endless check-ins just to stay on track wastes valuable time. That’s why we designed Firm360 with a comprehensive set of tools — so you can lead with ease and confidence.
Real-Time Tracking, Real-Time Clarity
Track project progress, staff workload, and billable hours from one place. No more cobbling together reports or waiting for status updates. Just clear, real-time visibility that supports better planning and faster, smarter decisions.
Hassle-Free Alignment
Assign tasks, monitor progress, and share documents without the back-and-forth. With Firm360, your whole team sees what’s next — no need to chase answers. Everyone stays connected and focused on what matters.
Oversight without Overreach
Structure your workflows without slowing them down. Set permissions, balance workloads, and stay compliant while your team gets the autonomy to do their best work, every day. We’ve seen how the right setup makes all the difference.
A Personalized View of Performance
Build your dashboard to match your goals. Track the metrics that matter most to your firm and surface them instantly. No digging, no wasted time. With Firm360, you can apply your focus where it counts the most.
Case Study
Learn More“Firm360 provided the intuitive interface, relational data, and exceptional support we were missing.”
Todd Klee
Partner, Premier Tax
By the Numbers
Premier Tax: From Siloed to Streamlined
With Firm360, Premier Tax unified firmwide data across four offices — eliminating silos and making reporting effortless. Staff now have the clarity and access they need to stay focused and serve clients faster.
By the Numbers
50%
Faster Receivables
