Firm360

What Firm360 is

Firm360 is a web-based practice management platform built for accounting firms. It brings project workflows, time tracking, billing, invoicing, document management, and deadline tracking into one system. Firms can monitor project progress, staff workloads, and deadlines, then use automated task assignment and status updates to manage work. Staff can record time, invoice clients, collect online payments, and automate receivables. Billing supports hourly, fixed-fee, project-based, and hybrid arrangements, with staff capacity planning and a client portal also available.

Firm360 connects with tools including QuickBooks Online, UltraTax, ProConnect Tax, CCH Access, Juno, Drake, Lacerte, Stripe, Gmail, Microsoft Office 365, Adobe, and Zapier. Its two-way QuickBooks Online sync covers client records, invoices, billing records, and payment status. The company says data is encrypted in transit and at rest, backed up across multiple US regions, and monitored continuously. It also describes an annual third-party SOC 2 Type II audit and CSA STAR Level 1 compliance. Paid plans are billed annually: Basic costs $49 a month, Standard $79 a month, and Premium $99 a month.

Who it suits

Firm360 suits accounting firms that want to manage projects, workloads, deadlines, time, and billing in a web platform. It may fit firms that use QuickBooks Online or the listed tax, payment, email, and productivity integrations.

Limits

There is no free plan. Basic costs $49 a month and charges an extra fee for e-signature integration; Standard costs $79 a month with a three-user minimum, while Premium costs $99 a month with a three-user minimum and custom pricing over 20 users. All listed plan prices are based on annual billing.

Getting started

1. Visit the Firm360 website.
2. Use the web platform.
3. Choose a paid plan: Basic, Standard, or Premium.
4. Account for the annual billing basis; Standard and Premium have a three-user minimum.

Verdict

Accounting firms looking to coordinate project work, staff time, and billing in one web platform should consider Firm360. Its QuickBooks Online sync and listed tax and business integrations may suit firms already using those tools. Firms seeking a free plan should look elsewhere.