Firm360 vs. Practice CS: What firms say after making the switch
Practice CS gets the job done. But a growing number of firms are deciding that's no longer enough. Here's why they switched, and what happened after.
UltraTax stays. Firm360 replaces everything around it.
Changing a practice management software is a huge commitment. However, there is a lot of upside. And when you're doing it with Firm360, the team is going to listen to you. They're going to be with you every step of the way.
Amber Bowen, Partner, Kopsa Otte — after switching from Practice CS, FileCabinet CS, and four other tools
Two platforms. Very different approaches.
Practice CS was built to run alongside the rest of the Thomson Reuters CS Suite. If you're deep in that ecosystem, it makes sense. If you're not, or if you're growing out of it, the picture looks different.
Firm360 replaces Practice CS, FileCabinet CS, and NetClient CS — not your tax software. Your team keeps UltraTax. Filesync connects the two, so returns printed from UltraTax land automatically in the right client folder in Firm360.
Built by someone who ran your exact stack
Firm360's co-founder Brandon Gray, CPA ran Practice CS, FileCabinet CS, and UltraTax at his own accounting firm for more than 20 years. When the limitations caught up, he went looking for a platform that could replace the fragmented stack without touching UltraTax. He couldn't find what he needed — so he built Firm360.
Firm360's founder was seemingly solving the problem we had: a Thomson Reuters shop that knew Practice CS's limitations. We thought, man, there's already a solution in place specific to our pain points.
Brian Moyer, Managing Partner, Moyer & Company — after switching from Practice CS
What firms say after leaving Practice CS
Each of these firms ran on Practice CS. Each one switched to Firm360 and wrote about what changed. These are their words.
What your firm will actually pay
Firm360's pricing is on its website. Practice CS's is not — you'll need to call.
All features included at each tier. No hidden module fees. Verified June 2026.
Project management, client management, and other modules priced as add-ons. Full value requires broader TR CS Suite.
How Firm360 and Practice CS differ
Practice CS does time and billing well. The question most firms ask eventually is whether that's enough, and what it costs to fill in the gaps around it.
| Topic | Firm360 | Practice CS |
|---|---|---|
| Platform model | All-in-one: projects, documents, billing, CRM, portal, and e-signature in one platform | Modular: project management, documents, and portals are separate add-on modules |
| Pricing | Published and transparent — $49–$99/user/mo, no surprises at renewal | Not publicly disclosed — requires contacting Thomson Reuters for a quote |
| Deployment | Cloud-native — access from anywhere, no installations to manage | Available as SaaS, Virtual Office CS (hosted), or on-premise — multiple deployment models |
| Built by | Active CPA partner who used Practice CS for 20+ years | Thomson Reuters |
| Support | US-based, full-time support team with hands-on onboarding included | Support through Thomson Reuters' general infrastructure |
| Ecosystem | Works independently — no requirement to buy into a broader suite | Delivers the most value when used alongside the full TR CS Suite |
Which platform should your firm choose?
There's no universal answer. But there are a few questions worth asking before you decide. If you're ready to go deeper on what the switch actually involves, the Practice CS Switching Guide covers data migration, onboarding timeline, and what to expect in the first 6–12 weeks.
Choose Firm360 if…
- You want to keep UltraTax — Firm360 connects to UltraTax via Filesync, so your tax software stays and your returns land where they belong automatically
- You want everything in one platform — and are done managing six different systems for documents, projects, billing, and portals
- It matters to you that your software was built by someone who's actually run an accounting firm — Firm360 was founded by an active CPA partner
- You want transparent, published pricing with no surprises at renewal
- You're growing and need a platform that scales with you without requiring additional TR products
- You want US-based, responsive support that firms consistently describe as "phenomenal" and "like nothing we've experienced before"
Consider staying with Practice CS if…
- Your firm is deeply embedded in the full Thomson Reuters CS Suite — UltraTax, GoFileRoom, NetClient CS — and migration costs outweigh the benefits right now
- Your time and billing workflows are highly customized to Practice CS and rebuilding them would create significant disruption
- You have a dedicated TR relationship manager who provides meaningful support and advocacy within the TR ecosystem
- Your firm's technology decisions are made at a regional or national level and a full platform switch requires organizational alignment you don't yet have