Smart Integrations for Streamlined Operations

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 both UltraTax and Lacerte through its FileSync tool. This integration 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 (Lacerte or UltraTax) 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. 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. This eliminates manual reconciliation and speeds up collections.

Stripe’s standard fees apply: 2.9% for credit card payments and 1% for ACH transfers (up to a $10 maximum per transaction). There’s no additional charge from Firm360 for using the integration, making it a simple and efficient way to accept payments digitally.

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.

Firm360 offers a powerful integration with QuickBooks Online. You can sync client records, invoices, and even time entries directly from Firm360 into QuickBooks. Admins can simply connect your account in the integrations tab, map your Firm360 billable types to QuickBooks products/services, and everything flows seamlessly. 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.

Firm360 sends over your client data, time entries, and invoicing details. You can choose which elements to send from Firm360 to QuickBooks Online, and you only need to enter client data once — in Firm360. The integration ensures all clients, services, and invoices show up in QuickBooks with the correct product/service mappings.

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 whether 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—ready to view, edit, or collect payment, complete with line-item breakdowns.

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 supports that. All invoices created in Firm360 sync to QuickBooks, so you can continue receiving payments where you’re comfortable—while Firm360 manages time tracking, project flow, and client communications.

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.