About Firm360

Get More Work Done With Firm360. Streamline your practice with our all-in-one platform has everything you need to run your firm. Some recent client results: Banks, Gray & Crumpler - 25% productivity increase, reduced income tax return delivery process by ~100 clicks, 50% average outstanding accounts receivable balance Peerless CFO Services - moved project tracking from spreadsheets so they could grow their team Holloway Milikan CPAs & Advisors - was able to grow their team 50% after implementing our processes Mark Ashman CPA - "Our processes are smoother and there’s less confusion. We’re saving time all over the place." If you are a partner at an accounting firm in the US, and you want to streamline your processes and drastically improve team productivity, then click the link and book a call. On the call we will discuss your situation and see if we can help. My name is Brandon Gray and I have been in the accounting industry for 15 years. Now my passion is helping other firm owners reach their full potential. We have hundreds of users who rely on our platform to run their firms. Click here to learn more: https://www.myfirm360.com
Firm360 Software - Project Management
Firm360 Software - Document Management
Firm360 Software - Time & Billing
Firm360 Software - Client Management
Firm360 Software - Advanced Reporting
Firm360 Software - Project Management - thumbnail
Firm360 Software - Document Management - thumbnail
Firm360 Software - Time & Billing - thumbnail
Firm360 Software - Client Management - thumbnail
Firm360 Software - Advanced Reporting - thumbnail

Firm360 pricing

Firm360 does not have a free version.

Starting Price:
Not provided by vendor
Free Version:
No
Free trial:
N/A

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Firm360 Reviews for UK Users

Feature rating

Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5
5 reviews of 8 View all reviews
Janet L.
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 24/10/2020

Love Firm 360!

Fantastic and amazing. Couldn't ask for a better software or support team. Would recommend this software to anyone.

Pros

This software is so easy to use. But before that even, if was even easier to implement and roll out to our team. We looked at many other similar products but they were either very costly or a lot of work to load data/ roll out/ learn. Firm 360 is the perfect solution!

And their customer support team is amazing. We ask for tweaks or adjustments, and the same day we get a response. Frequently even, we get those requests met the same day or the day following.

Can't speak highly enough of [SENSITIVE CONTENT HIDDEN] and their Firm 360 product!

Cons

Having to pay! ha! The only thing that would make this better is if it were free. But nothing worth having is free, so we are happy to pay for the service. We don't see ever making a change from Firm 360 at this point.

Clay L.
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 21/10/2020

Firm360 time and billing is great

We mostly use it for tracking our time and generating invoices. Previously were using spreadsheets and QBO. This saves a lot of time and gives increased visibility into past billing. It still integrates with QBO and the invoices go in there.

Pros

We mostly use it for tracking our time and generating invoices, which is great.

Cons

For security reasons, they wont let users stay logged in, so we have to log in each day in the morning.

Marian M.
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 25/05/2021

Best Decision Ever

We love it. It is cost effective for small firms, and easy to use.

Pros

I love how everything is situated in one program. Its nice to have everything at my fingertips. My team enjoys how easy it is to use, and the project management features crucial to how my Firm functions each day. Time entry is easy, and forecasting work is a breeze.

Cons

Invoicing is a little clunky. There are features of the invoicing i like, but i tend to want to customize my invoice more, with multiple lines. I have a work around within QuickBooks after i post the invoice so it works. Reporting and running reports of time by employee by project can be improved a bit. I'd like to be able to see more metrics like a by user then by project realization. We'd like to use reports to support bonuses and compensation, and we don't quite have all the features yet to feel comfortable that we can accurately run the analysis for compensation purposes.

Response from Firm Software

Marian - Thank you so much for the feedback!

We are putting your ideas on invoicing and reporting improvements on our roadmap, and someone from the team may reach out if we have any specific questions about your needs.

Replied 26/05/2021
Ken B.
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
0

5
Reviewed on 24/10/2020

BGC Firm360 Review

Great experience!!!

Pros

It allows you to use time and billing, project management, document management, A/R management and client management all on one platform. It is truly a time saver and is very cost effective.

Cons

I don't have anything I dislike about Firm360

Cyndi H.
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 26/10/2020

Firm 360 Goes Above & Beyond

So far our experience with Firm 360 has been great. This software is helping our employees know what they need to do and to stay on track and meet deadlines. It is helping our client data stay up to date and easily accessible to the whole firm. Also, which is a huge bonus, the [SENSITIVE CONTENT HIDDEN] are wonderful to work with and strive to incorporate new ideas all the time. If you even think something would be nice to have, even if it's just a time saving feature, you let them know and they put it into action as quickly as possible. I see the software getting better all the time.

Pros

The sync to QBO feature makes Firm 360 very easy to use for updating client data, adding new clients, and most especially billing. Once you get used to having Firm 360 be the "driver" for client data having the sync to QBO automatic, you find that your firm's QBO file gets cleaned up pretty quickly and stays that way. The sync feature also makes billing out of Firm 360 so easy. You can create the invoice in Firm 360 and it flows right into QBO so that your A/R stays up to date.

Cons

The one feature I don't especially like about Firm 360 is that all clients must have a client number and that is how your client list is displayed. We have never used client numbers and having used QBO since our inception, we are used to having our clients listed in alphabetical order. Having the list displayed in alpha order helps when adding a new client to be slotted in automatically in it's correct placement. With the client numbering system, the clients are in no particular order so it makes my OCD go nuts when looking at the client list.

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