Firm360 is built for accounting firms that want to run delivery, client interactions, and billing inside a single, connected system. The platform consolidates core practice functions so firms can see what’s due, who owns it, where it’s stuck, and what it’s worth without hopping between disconnected tools.
– Project management, task tracking, client management, and reporting give leaders visibility into work status and firm performance
– Document management, client portal, and e-signature tools help teams exchange files and complete client-facing workflows
– Time tracking, billing, integrations, and automation features reduce disconnected systems and manual coordination
– Fits accounting firms that want a practical firm operating system for managing projects, clients, documents, time, billing, and team accountability.