Firm360 integrates with key accounting, tax, and productivity tools your firm already uses, including QuickBooks Online, Adobe, Microsoft Office, and more. These integrations help you connect workflows across platforms, reduce double entry, and maintain a single source of truth across your practice.

Firm360 supports document syncing with UltraTax, Lacerte, Drake, and Intuit ProConnect Tax through its FileSync tool, and integrates with Juno and Firm360’s AutoPrep to send verified tax data straight into your tax software. This helps firms reduce manual uploads and streamline tax document management by automatically mapping and uploading files from these popular tax software platforms directly into the correct client records in Firm360.

The FileSync tool connects your tax software — UltraTax, Lacerte, Drake, or ProConnect — directly to Firm360, allowing documents to sync automatically. Each user installs the tool on their own computer, using a unique User Token from their Firm360 account to map documents to the correct user. During setup, users enter their Firm360 subdomain as the Firm Alias. For syncing to work, client names and IDs must exactly match in both systems, following custom pattern rules defined in Firm360. Once configured, documents flow into the right client files — eliminating manual uploads.

Firm360 integrates with Stripe to let your clients pay invoices online — by credit card or ACH — directly from their email or client portal. Connecting a bank account is now instant: clients pick their bank, log in, and it’s verified on the spot, instead of waiting on micro-deposits. Once a payment is made, it’s automatically recorded in Firm360, the invoice is marked as paid, and funds are deposited to your firm’s bank account. Card and bank details never touch Firm360’s servers — they go straight into Stripe’s secure fields and come back as a protected token. This eliminates manual reconciliation and speeds up collections.

Firm360 does not charge any additional fees for using the Stripe integration. All payment processing fees are set by Stripe and are subject to change. As of today, Stripe charges 2.9% plus $0.30 per transaction for credit card payments, and 0.8% per transaction for ACH (bank transfer) payments, capped at $5 per transaction. Instant bank connect carries a separate one-time fee of $1.50 per bank account, paid by the firm and never passed to the client — firms that prefer to skip this fee can use the free micro-deposit verification instead, which takes 1–2 business days. You can always check for the most current rates here: Stripe Pricing.

Setup is easy. Admins can navigate to the Payments tab in Firm360, click to enable Stripe, and follow the prompts to enter your firm and banking details. Once connected, your invoices will include a “View & Pay Now” button so clients can pay instantly — and you can track all payment activity in a centralized report.

Yes. Clients (or the firm on their behalf) can pick their bank, log in, and get verified on the spot, instead of waiting days on micro-deposits. Bank sign-in happens securely through the bank itself, so your firm never sees or stores a client’s banking username or password. This instant option carries a one-time $1.50 fee per bank account, paid by the firm. Firms that want to avoid the fee can still use the free micro-deposit path, which verifies in 1–2 business days.

Firm360 offers a two-way integration with QuickBooks Online. Clients, invoices, billing records, and payment status sync automatically in both directions — record a payment in either system and the other updates on its own, with no re-keying and no drift between platforms. Admins can simply connect your account in the integrations tab and map your Firm360 billable types to QuickBooks products/services to get started. Once an invoice is sent from Firm360, it appears in QuickBooks with full line items and detail, marked with a QuickBooks icon for easy tracking.

Client data, invoices, billing records, and payment status all sync between Firm360 and QuickBooks Online — in both directions. You only need to enter client data once, and the two systems stay consistent from there. Whether a payment is recorded in Firm360 or QuickBooks, both platforms reflect it automatically, so your billing data matches wherever you look.

Absolutely. You can match Firm360 billing categories to your exact naming conventions in QuickBooks. For example, if you label a service “Client Write-Up” in QuickBooks, you can map Firm360’s billing code accordingly, ensuring invoices appear with consistent service names across platforms.

After initial setup in the Integrations tab, you select which elements to sync — clients, invoices, and/or time entries. From there, mapped categories ensure your billing aligns. Once an invoice is sent from Firm360, it appears in QuickBooks Online with full line-item detail. From that point on, the two systems stay in sync automatically: a payment recorded in either platform updates the other, so invoice and payment status never fall out of step.

Integrations eliminates redundant data entry and lets your team create invoices in Firm360 while keeping your books up to date automatically. This saves time, prevents errors, and ensures billing happens faster and more accurately.

No IT team required. The setup is simple: connect your QuickBooks account, map your services, and you’re ready to sync. Our Client Success team is available if you need assistance, and support is just a click away.

Yes. If you prefer to process payments in QuickBooks, Firm360 fully supports that. Because the sync is now bidirectional, a payment recorded in QuickBooks updates the invoice status back in Firm360 automatically — no manual reconciliation needed. You can collect payments wherever you’re comfortable, while Firm360 manages time tracking, project flow, and client communications.

Yes. Payment status now syncs automatically in both directions. If a client calls about an invoice, what you see in Firm360 will match QuickBooks, and vice versa — no more pulling up an invoice and finding the status doesn’t match, and no one has to remember to manually update the other system. This keeps realization reporting and AR aging accurate without any extra reconciliation work.

Inside Firm360, each client record shows their QuickBooks sync status. New clients entered in Firm360 are automatically created in QuickBooks as part of the integration, so you don’t have to worry about maintaining client lists in multiple places.

Yes. With Firm360, you can easily edit Excel or Word documents without downloading and re-uploading. Simply select “Edit in Excel” (or Word) from the document’s action menu. The file opens in your local application, and once you save your changes, the document is automatically updated in Firm360—no extra steps needed.

Yes. Firm360 allows you to edit PDFs in Adobe without downloading or re-uploading. Just choose “Edit in Adobe” from the document’s action menu. The file opens in your local Adobe application, and when you save your changes, the updated version syncs automatically back to Firm360.

Firm360’s premium subscription includes access to set up a Zapier connection per user, allowing you to integrate your firm’s data with other apps. All Zapier usage fees are set by Zapier and are subject to change. Other apps you connect through Zapier may have their own usage limits or licensing requirements.