Workflow Automation Archives | Firm360

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AutoPrep powered by Juno, coming soon to Firm360. Tax prep automation for accounting firms.

5 min read

Introducing AutoPrep: Tax Prep Automation, Powered by Juno

Two accounting professionals at a CPA firm reviewing a client's tax preparation documents together at a laptop.

17 min read

Tax Preparation Workflow: A Step-by-Step Process for CPA Firms

Firm360 Summer 2026 feature update showing client realization rate dashboard for accounting firm profitability tracking

9 min read

What’s New in Firm360: Summer 2026 Feature Update

An accounting firm partner reviewing KPI reports with a client in a professional office meeting.

19 min read

Accounting Firm KPIs: The Reports That Show Whether Your Firm Is On Track

Accountant and client meeting in a professional office to review practice management software security settings

15 min read

Security and Permissions in Accounting Practice Management Software: What to Require and How to Set It Up

Accountant consulting with a client at a desk during a practice management software implementation meeting

14 min read

How to Implement Practice Management Software: A 30/60/90 Day Rollout Plan for Accounting Firms

Accounting firm client smiling while working on a laptop at home, holding a coffee mug — illustrating the ease of using a client portal for accountants

14 min read

Client Portal Software for Accountants: An Adoption Playbook Clients Will Actually Use

An accountant meets with a partner across a wooden desk covered in documents, discussing financial plans in a warm, professional office setting.

18 min read

How to Write an Accounting Firm Business Plan Built on Real Data

Stack of client documents on an accountant’s desk illustrating document management challenges in an accounting firm

21 min read

How to Build a Document Management Process for Your Accounting Firm

CPA firm team reviewing tax documents and workflow process in a modern office during tax season.

15 min read

Tax Workflow Automation: A Step-by-Step Process Map for CPA Firms