Simplified Client Management for Busy Accounting Firms
Client Management That Makes Sense
The all-in-one solution for complete accounting management.
Get a DemoClient Management: A Closer Look
How does Firm360 help me keep all client information organized in one place?
Firm360 consolidates every interaction, document, contact, and project into a centralized client profile. You no longer need to toggle between tools or dig through email chains — everything lives in one clean hub built for accounting workflows.
Can Firm360 handle clients with multiple businesses or locations?
Yes, Firm360 supports multi-entity, multi-contact client structures without messy workarounds. You can easily link contacts, businesses, and addresses under one client umbrella, making it simple to manage complex relationships with clarity and control.
How does Firm360 help us assign team roles for each client?
Assign preparers, reviewers, and managers directly to client records using role-based dropdowns. This keeps project ownership clear, automates communication workflows, and ensures nothing falls through the cracks during the busy season.
What kind of custom fields can I create for clients in Firm360?
You can create and filter by any field you want, including entity type, service category, billing structure, etc. This makes it easy to segment your client base and prioritize the right work at the right time.
How does Firm360 improve visibility across my entire client base?
Saved views and filters let you monitor key client segments — like past-due tax clients or CAS clients — at a glance. This real-time visibility helps you proactively manage workload and drive revenue opportunities.
What’s the benefit of linking projects and documents directly to client records?
Linking everything to the client record ensures you have a full audit trail and immediate access to the context behind every task or decision. It’s faster, more accurate, and especially useful during client meetings or partner reviews.
How does Firm360 reduce duplicate data entry across systems?
Firm360 acts as your firm’s source of truth. Once client info is entered, it flows into project setup, billing, and reporting — reducing errors and saving time on redundant admin work.
Can I track client communication inside Firm360?
Yes. With built-in secure messaging and client portal integration, Firm360 logs communication by client and task. You get a full communication history without having to dig through inboxes or notes.
What happens when I need to onboard a new client?
Firm360 streamlines client onboarding with reusable workflows and document checklists. It ensures consistent data capture, timely document intake, and proper role assignment from day one.
How does Firm360 help with client segmentation and targeted follow-ups?
Use custom fields and tags to segment clients by service type, revenue, or other criteria. You can save these segments as filters and follow up with precision, whether for tax season outreach or upselling advisory services.
Can Firm360 track client billing structures and rates?
Yes, billing details — including fee models, rate cards, and billing contacts — are all part of the client profile. This ensures accurate invoicing and supports flexible billing scenarios across client types.
How secure is the client information stored in Firm360?
Client data is protected with bank-grade security, encryption, and access controls. Firm360 is built to meet the rigorous data privacy needs of accounting firms handling sensitive financial data.
Is Firm360’s client management scalable for growing firms?
Yes. Whether you have 100 clients or 5,000, Firm360 scales with you. Its robust search, filtering, and automation features make it just as effective for solo practitioners as it is for multi-office teams.