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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.
Edit a Document in Excel, Word, and Adobe Acrobat
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Firm360
Canopy
Karbon
TaxDome
Best For Firms That:
Need an expert-driven, robust solution with U.S. support
Focus on tax resolution services, but also need project management
Firms operating globally that consider AI a necessity
Require support for multiple languages & desire a heavily branded client experience
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
At some plan levels
Payment Collection via Credit Card & ACH
E-signature
Via integration
Additional fee
Piloting as of November 2024
Project Management
At some plan levels
Additional fee
Automated Workflows
Additional fee
Advanced Integration Options
At some plan levels
Dedicated Customer Success Manager
At some plan levels
Unclear
Additional fee
At some plan levels
Strong Customer Service Reputation
U.S. Based Customer Support
Unclear
Unclear
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
Additional fee
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$150 - $175 base price for client engagement platform only.
PLUS
$89 - $107 for remainder of modules for first user.
Small-firm pricing available with limited capabilities.
PLUS
$89 - $107 for remainder of modules for first user.
Small-firm pricing available with limited capabilities.
$59 - $89*
Enterprise pricing available.
Add-ons for implementation, training, customer support & more.
Enterprise pricing available.
Add-ons for implementation, training, customer support & more.
Basic
Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started
Business
$192/year
Advanced features and reporting, better workflows and automation.
Get started
Enterprise
$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history
