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Project Management for High-Performing Accounting Teams

Operate with a comprehensive view of every project. Easily track progress, manage workloads, assess efficiency, and meet deadlines. You’ll always know who’s doing what and be able to hand off tasks smoothly.
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Powerful Features

Clarity Across Every Workflow

Save time by skipping the manual handoffs. Automatically assign tasks and update project status based on pre-set rules, so nothing slips through the cracks — even as you grow.
A professional reviewing a project's status information in the Firm360 accounting software interface
Recurring work automatically generates based on start dates — not completions — so your firm stays ahead, even if a task is overdue.
A professional creating a recurring project in the Firm360 accounting software interface
Track both target and deadline dates — including federal/state deadlines and extension dates — right within each project.
Two professionals reviewing the tax return information in the Firm360 accounting software interface
Gain crystal-clear workflow visibility with a visual project flow that clearly defines each phase and responsibility, helping maintain consistency, transparency, and timely progress across all projects.
A visualization of the tax project workflow feature the Firm360 accounting software interface
Easily see project assignments by team member so you can balance workloads and avoid burnout during crunch time.
Two professionals reviewing the open project feature in the Firm360 accounting software interface

The all-in-one solution for complete accounting management.

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FAQs

Accounting Project Management: A Closer Look

This FAQ covers some of the most common questions we receive about Firm360’s project management features. If your question isn’t covered, feel free to or visit our Knowledge Base.

Firm360 lets you track both target and deadline dates — including federal/state due dates and extensions — directly within each project. This visibility ensures no deadlines slip through the cracks, even during peak seasons.

Yes, recurring projects are auto-generated based on start dates — not prior project completion date — so your firm stays ahead. This proactive setup keeps your team moving without manual workarounds .

Absolutely. In Firm360, task automation is tied directly to how the Project Template is set up. Tasks become active as the project progresses through the statuses defined in the template. Automated Status Transitions can move the project forward, and in turn, trigger the next set of tasks—ensuring a streamlined workflow without needing to manually activate or assign each task.

You can instantly view assignments and capacity by team member, making it easy to rebalance workloads and prevent burnout. During busy season, this visibility is crucial for keeping morale high and projects on track.

Firm360’s workflow builder is purpose-built for accounting firms. It offers a visual project flow that delivers crystal-clear workflow visibility and guides projects from start to finish — ensuring no tasks or critical steps are missed. Firm360 reflects how accounting firms truly operate, keeping teams accountable and workflows aligned with each firm’s unique processes.

Yes, Firm360 supports customizable templates that can be reused for standard workflows. This helps you standardize processes, reduce setup time, and ensure consistency across the firm.

Projects can be auto-assigned and statuses auto-updated based on rules you set. Plus, built-in deadline tracking and real-time project views ensure nothing gets lost in email threads or spreadsheets.

Absolutely. Firm360 is built to handle complex, multi-phase projects with tasks, dependencies, reviews, and approvals. You can customize projects to reflect even your most detailed workflows in a clear, visual format that’s easy for your team to follow—ensuring nothing gets missed and everyone stays on track.

Yes — Firm360 offers a team view where you can filter by user, client, project type, or deadline. This transparency empowers managers to identify overloads and underutilization at a glance.

Firm360 makes it easy to search by client and instantly see all related tasks, documents, deadlines, and messages in one centralized view — no digging through emails or separate systems.

Most firms are up and running within weeks, not months. We provide a few pre-built templates to help you get started quickly, and our expert onboarding team will guide you through customizing and building workflows tailored to your firm’s unique processes. This approach gives you full control while ensuring your setup aligns with how your team actually works.

Yes — projects can include secure document requests and integrated messaging, ensuring client deliverables are tracked and aligned with internal milestones.

Firm360 gives you real-time visibility into deadlines and team workload, so you can plan ahead and adapt quickly. With automated task generation and intuitive dashboards, your team stays focused and organized, even during the busiest times. It’s designed to help you stay in control when it matters most.