Todd tells us about his firm's experience switching to Firm360

Hi, this is Shane from Firm360. In this video, I address a common question we receive about having a local copy of Firm360 backups. I explain the security measures we have in place, such as SOC 2 audits and data center backups, to ensure the safety of your data in the cloud. While your data is much safer in the cloud, we understand the desire for a local copy, especially for documents. I discuss the implications and offer a solution for downloading all your documents, albeit with a fee.

Brenda tells us about her firm's experience switching to Firm360

Alessandro tells us about his firm's experience switching to Firm360

Leslie tells us about her firm's experience switching to Firm360

David tells us about his firm's experience switching to Firm360

Instead of writing this weeks blog, I decided to see what ChatGPT thinks about project management, i think their recommendations were spot on!

Jeremy shares some feedback we got from a firm recently about how seamless it was to get back the info from their client base for tax season using Firm360 forms and automation

Jeremy shows us how to automate your project workflows with features in Firm360. Let the machines get your clients' data next tax season and save your self some stress.

Kevin and Deanna tell us about their experience switching to Firm360

Your Practice Management System is an important part of running your firm. It is important to know that the solution you choose is here to stay. Brandon tells you a little bit about our company and why you can feel safe in choosing Firm360 Learn more at myfirm360.com

Shane has talked to 1000s of CPAs as we have grown. He walks us through the top 5 issues he hears about when someone signs up for a call with him.

We hear from Paige Daniels, leader of the best dang Client Success team you'll ever work with.

Clay & Brandon sit down and discuss where the idea for Firm360 came from, and where it's going.

There are none! You get unlimited storage with your subscription. Watch this video and find out more from Shane.

When a client leaves, what should you do? Well you don't want them in your everyday view, but you still need a historical record of what you did for them. Shane shows us how this is handled in Firm360.

Shane will show you how to quickly record all the projects that have been extended in a few clicks.

Firm360 has tools to let you edit documents quickly with the least amount of clicks possible. Shane will show it in action in this video.

Firm360 is perfect for tracking where your team is spending time. In this video Jeremy will show you how.

Shane shows us how Firm360 portal will make your clients' lives easy!

You own the data, we have the privledge of protecting it for you. Listen to Jeremy tell you more.

Firm360 provides granular access to control which users see what features and clients, based on their roles. You can add or remove users at any time and will be billed the prorated amount for the remainder of the current billing cycle.