Tax season puts every accounting firm’s workflow to the test. Projects pile up, staff chase clients for missing documents, and partners can’t easily see where work stands across the firm. When routing work and following up with clients depend on manual steps, deadlines slip and your team spends hours on admin instead of client work.
Firm360 is a practice management platform for accounting firms that includes built-in project management and workflow software. Automated workflows create projects, request information from clients, follow up when they don’t respond, and route work to the right team member at the right time. Firm360 supports both one-off and recurring projects, with dashboards and saved searches that show every employee and partner exactly where work stands.
In this demo, Shane Monroe, Sales Director at Firm360, walks through how Firm360 manages and automates your firm’s work, from client intake to delivery.
What you’ll see in the demo
Dashboards that show what to work on next
- A Personal Dashboard for Every Employee: Each team member logs in to a dashboard of their assigned projects, with client, year, and period for each one.
- Days in Status: See how long each project has been in its current status, so your team can work first in, first out during tax season.
- Target Dates and Built-In Tax Deadlines: Track your internal target date alongside the filing deadline for every tax project.
- Bulk Extensions: Mark tax returns as extended in bulk, and Firm360 updates each deadline to the extension date automatically.
Statuses and routing that fit your firm
- Best Practice Statuses Out of the Box: Start with project statuses based on thousands of conversations with accounting firms, from Not Started and Waiting on Client Information through delivery and completion.
- Fully Customizable and Color Coded: Rename statuses to match your firm’s terminology, and assign colors so everyone knows where a project stands at a glance.
- Manual Routing When You Want It: Move a project to the next status, assign it to a teammate, add internal notes, and tag team members with @mentions. The assignee is notified automatically.
Automated workflows from intake to delivery
- Project Templates: Build templates with tasks assigned to team roles, client actions, client messages, and transition and assignment rules. Firm360’s team helps you set them up step by step.
- Automated Client Requests: Send clients an organizer and a document checklist, both prefilled from what they submitted the prior year, along with a message and an optional link to book a meeting.
- Automatic Project Creation: Recurring tax projects are created automatically and held in an unassigned bucket, so staff dashboards aren’t flooded on day one.
- Automatic Follow-Ups: If a client hasn’t responded, Firm360 moves the project to Waiting on Client Information, sends your requests, and follows up with reminders automatically.
- Automatic Routing: When a client completes their action items, the project moves forward and is assigned to the next team member, through preparation, review, and completion.
Firm-wide visibility and recurring work
- Global Projects View with Stackable Filters: Filter every project in the firm by client, office location, partner, employee, project type, status, due date, or custom fields, and combine filters as needed.
- Saved Searches for Every Role: Save the views that matter to you, whether you’re a partner, preparer, or bookkeeper, and apply them in one click.
- One-Off and Recurring Projects: Set up one-off projects like IRS correspondence, amendments, or new client onboarding. Recurring projects can run monthly, quarterly, annually, biweekly, or on a custom schedule.
- Dynamic Project Naming: Recurring projects are named automatically by period, such as “Monthly Bookkeeping January 2027.”
- Project Hours, Cost, and Client Visibility: Track hours and cost at the project level, and choose whether a client can see their project’s status in the client portal.
Why accounting firms choose Firm360 for workflow management
Firms tell us they can tell Firm360 was designed by an accountant, especially when they see the global projects view. Firm360 was built by accountants who know that tax season runs on first in, first out work, that extensions come in bulk, and that chasing clients for documents shouldn’t be anyone’s job. Automated workflows handle the repetitive steps, so your team can focus on the work only they can do. And because projects connect directly to the client portal and time tracking, everything stays in one platform.
Frequently asked questions
Can Firm360 automate tax season workflows?
Yes. Firm360’s automated workflows can create tax projects, send clients prefilled organizers and document checklists, follow up automatically when clients don’t respond, and route projects to the right team member as each step is completed.
Does Firm360 track tax filing deadlines and extensions?
Yes. Tax projects include a built-in deadline date alongside your internal target date. When you mark returns as extended, individually or in bulk, Firm360 updates each deadline to the extension date automatically.
Can we customize project statuses in Firm360?
Yes. Firm360 starts you with best practice project statuses, and you can rename them, add your own, and color code them to match how your firm works.
How do partners and managers see work across the firm?
The global projects view shows every project in the firm. Partners and managers can stack filters such as office location, partner, employee, status, project type, due date, and custom fields, then save those views as saved searches.
Does Firm360 support recurring projects?
Yes. Recurring projects can be set to run monthly, quarterly, annually, every two weeks, or on custom schedules such as the first Monday of each month. They’re named automatically by period.
Can clients see the status of their projects?
Optionally, yes. Firms can choose, project by project, whether a client can see that project’s status in the client portal. That can cut down on status check-in calls during tax season.
Does Firm360 help set up workflows?
Yes. Firm360’s team works with you step by step to build project templates and automated workflows that match how work moves through your firm.
See Firm360 workflows with your firm’s projects
Every firm’s workflow is a little different. Book a demo, and we’ll show you how Firm360 can automate yours, from client intake to delivery.
