Get More Work Done With Firm360

Streamline your accounting practice so your team can get more work done
Our all-in-one platform has everything you need to run your firm

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What Our Customers Are Saying

“I estimate that we save 100 clicks per individual tax return compared to how we were doing things before”

-Betsy (Banks, Gray & Crumpler)

“We have saved a tremendous amount of time in client discussions, copying files, pushing paper, and especially invoicing”

-Amanda (Moore & Spivey, CPA, PA)

“We are more efficient with our work, we can streamline processes, project out schedules and foresee heavier workloads.”

-Marian(Holloway Millikan CPAs)

Firm360 Is Loaded With Features That Save You Time

Project Management

Know what your team is working on and track their efficiency.

Quickly handoff tasks between team members

Know exactly what your team is working on

Never miss a client deadline

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Document Management

Quickly access the documents you need, right when you need them.

Integrated document management

Securely send and receive client documents

Collect electronic signatures

Clients can access documents with client portal

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Time and Billing

Efficiently process your time and billing so you can spend your time on what is important.

Fast and easy time entry for your team

Generate invoices quickly and easily

Collect payments online

Automatic accounts receivable collections

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All-In-One Platform

All the features you need to get your job done in one place. Stop jumping between different platforms.

Efficient and Streamlined

Save time and money with automation. Improve your efficiency by automating tasks.

Mobile Friendly

With Firm 360, you can work from anywhere in the world. You'll have 24/7 access to your firm.

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Thousands of Accountants Are Saving Time With Firm360

Security Is A Priority

Your data is safe and secure with Firm360.

Hosted on Amazon AWS's secure infrastructure and comply with the strictest industry standards including ISO 27001 and SOC2
SOC2 Type II compliance
CSA STAR Level 1 security. This compares our platform against industry best practices.
Firm360 uses Stripe to process payments online. All payment card data is stored directly on Stripe PCI DSS validated servers.
All data is encrypted using Secure Sockets Layer (SSL) 256-bit encryption and stored on our servers using the industry standard AES-256 encryption algorithm.
Two-Factor Authentication is available for all users. All login events are audited and reviewed.

Meet The Team

This is the leadership team behind the product.

Brandon Gray, CEO
Clay Lehman, Head of Product
Shane Monroe, Director of Sales
Paige Daniels
Director of Client Success


Here are some common questions from our customers.
If you want to find out more book a demo now!

How long has Firm360 been in business?

Firm360 was started in 2019 in response to the growing pains that our founder Brandon was experiencing as he grew his firm. You can read the full story under the "Case Stories" section. With multiple tax seasons under our belt, we have seen first hand how we can transform firms like yours. We are rapidly growing and adding new firms every month.

Where is Firm360 hosted?

Firm360 software is hosted on Amazon AWS infrastructure, in data centers in the eastern US.

Does Firm360 provide support?

We provide unlimited, white glove support.  Customers can contact us via email or phone to get their questions answered as quickly as possible. We are passionate about helping accountants and love talking to our customers and helping out in anyway we can.

I am so busy right now - what is the level of effort to switch to Firm360?

We know you are busy!  In fact, that is why Firm360 exists - to help accountants regain control of their time. We believe that the best time to switch is now. Every month that you wait to improve your processes, your firm is wasting precious time with inefficient processes. Our onboarding team works with you every step of the way to get your data migrated and get your team trained on the new platform. You can import your clients and start working right away! A typical firm is up and running and using the system in the first 3 days, and their team is completely transitioned within 30 days.

Check out our FAQ page for more.

Join the Firm360 Revolution

Revolutionize your firm with all the features you need to be productive right at your fingertips. Firm360 is built by accountants, for accountants, we pay attention to the details that make your job easier.

Be at peace.

Effective project management can save time and reduce stress because you know your team will deliver for your clients.

Adapt, evolve.

Interact with your clients seamlessly with electronic signatures, digital document delivery, and client portal access.


Access your clients and documents from anywhere, anytime.