Most accounting firms have clients who own more than one business, file jointly with a spouse, and send documents as photos from their phone. When every entity needs its own login, or client information is spread across systems, clients get frustrated and your team spends more time chasing documents than doing the work.
Firm360 is a practice management platform for accounting firms that includes built-in client management and client portal software. Clients are organized by entity, and every contact is linked to each entity they’re associated with. Each client gets one secure portal to upload, download, and sign documents, complete to-dos, message your team, and pay invoices for all of their entities.
In this demo, Shane Monroe, Sales Director at Firm360, walks through how Firm360 handles clients from your firm’s side and from your client’s side.
What you’ll see in the demo
Client management built around entities
- Clients Organized by Entity: Set up individual 1040 clients, joint filers, and businesses as separate entities, each with its own profile.
- A Complete Client Profile: Anyone on your team can open a client and see the tax ID, entity type, primary contact, assigned partner, phone number, and address in one place.
- Unlimited Custom Fields: Create as many custom fields as you need, and use them to assign roles, run reports, and filter your client list.
- Contacts Linked to Every Entity: Connect each contact to every entity they’re tied to. A business owner with three companies and a joint personal return is linked to all four.
One client portal for every entity
- One Login, Every Entity: Clients use a single portal to manage documents, signatures, and invoices for every entity they’re linked to, with no separate logins.
- No Usernames or Passwords: Clients sign in with their email address and the last four digits of their Social Security number, then confirm with a secure six-digit code sent to their phone or email.
- Branded to Your Firm: The portal shows your firm’s logo, and its colors can match your branding.
- Everything Clients Need in One Place: Clients can view their to-do list, filter by entity, exchange secure messages, upload and download documents, and view and pay invoices.
Easy document intake from any device
- Built for Mobile: Clients can log in from their phone, take photos of documents, upload them, and sign documents with a finger.
- Automatic Indexing: Client uploads are filed automatically in that client’s documents folder in Firm360.
- Photo to PDF Conversion: Images clients upload are converted to PDF automatically, so your team doesn’t have to reformat them.
Why accounting firms choose Firm360 for client management
Firms often tell us this is where they can tell an accountant helped design the software. Firm360 was built by accountants who know that one client often means several returns, several entities, and several people. Linking contacts to entities keeps your client records accurate. Giving clients a single, easy portal means they get you what you need faster. And because the portal connects to Firm360’s project management, a client’s upload can move work to the right person on your team automatically.
Frequently asked questions
How does Firm360 organize clients?
Firm360 organizes clients by entity, such as an individual, a married couple filing jointly, or a business. Contacts are linked to every entity they’re associated with, so a business owner who also files a personal return is connected to each one.
Do clients need a separate login for each entity?
No. Each client gets one Firm360 client portal login that covers every entity they’re linked to, so they can manage documents, signatures, and invoices for all of them in one place.
How do clients log in to the Firm360 client portal?
Clients don’t need a username or password. They sign in with their email address and the last four digits of their Social Security number, then enter a secure six-digit code sent to their phone or email through multi-factor authentication.
Can clients upload documents from their phone?
Yes. Clients can log in from a phone, take photos of documents, and upload them directly. Firm360 files the uploads in the client’s documents folder and converts images to PDF automatically.
Can the client portal be branded with our firm’s logo?
Yes. The Firm360 client portal displays your firm’s logo, and portal colors can be customized to match your firm’s branding.
What can clients do in the Firm360 client portal?
Clients can complete assigned to-dos, send and receive secure messages, upload and download documents, sign documents, and view and pay invoices.
See the Firm360 client portal with your firm’s clients
Your clients should have one easy place to get you what you need. Book a demo, and we’ll show you how Firm360 would work for your firm and the clients you serve.
