Goldsboro, NC
2019
2019
Firm360 | Practice Management Software Built for Accounting Firms
Firm360 is an all-in-one practice management platform built specifically for U.S.-based accounting firms with 5 to 100 employees. Designed for accountants, by accountants, it brings project management, time tracking, billing, client communication, and document management into a single cohesive system. Less tool-juggling. More client work.
What It Does
Most firms reach a breaking point where their tools stop working together. One system for project management. Another for time tracking. A separate client portal. Email filling in the gaps. Firm360 replaces that fragmented stack with one platform built around the three things every accounting firm depends on: client experience, work management, and firm health.
Project and workflow management gives partners real-time visibility into every engagement, who owns it, and when it is due. Time tracking and billing tools capture billable hours and generate invoices without chasing entries across systems. The client portal gives clients a secure, branded space to exchange documents, complete tasks, e-sign engagement letters, and communicate without email attachments or phone tag. Performance reporting surfaces WIP, realization rates, and billing metrics so firm leaders can make informed decisions.
Problems It Solves
Partners lack visibility into work status, making capacity planning and deadline management reactive. Teams spend too much time on administrative coordination instead of serving clients. Disconnected platforms make it impossible to get a clear picture of firm performance. And manual processes create a growth ceiling that headcount alone cannot fix.
CRS CPAs estimates employees save 2 to 4 hours per week by eliminating time spent tracking down project statuses and documents — across 50 staff, that adds up to 200 hours saved weekly. Tandem CPAs achieved a 98% client engagement letter return rate through Firm360’s client portal. CB Accounting cut software costs by 35% and reduced new employee onboarding from three months to two weeks.
When Firm360 Is Relevant
Firm360 is worth evaluating when your firm has 5 or more staff and has outgrown spreadsheets and point solutions, when you are transitioning off a legacy system like Practice CS, CCH, or Office Tools, when you want to modernize operations without a disruptive overhaul, or when you need U.S.-based onboarding and support from a team that understands the pace of tax season.
Why Firms Choose Firm360
Our founder built Firm360 after years of using the tools accounting firms rely on. The platform reflects how accounting work actually gets done. Implementation is structured and fast. Support is U.S.-based and responsive. Firms that make the switch consistently say it was smoother than they expected.
Small Firms (1-10 CPAs); Medium Firms (11-50 CPAs); Large Firms (51+ CPAs)
Managing Partner / Firm Owner; Senior Partner (Tax / Audit / Advisory); Director of Operations; Practice Manager; Operations Manager; Office Administrator
Per User/Per Seat
Phone & Email, Community Forums
Not Provided
$49/user/month
Managing Partner, CRS CPAs
Lally Group
Principal, Varney & Associates
Firm360 is purpose-built for U.S.-based accounting firms with 5 to 100 employees. The sweet spot is firms that have outgrown spreadsheets and point solutions but don’t want the bloat of an enterprise platform. If your team is spending more time managing tools than managing work, that’s the signal.
Most platforms optimize for one thing — workflow, billing, or client communication — and bolt the rest on. Firm360 was built to be cohesive from the start, meaning all the core functions work together without integration workarounds or data silos. It was also built by a practicing CPA, not a software team guessing at how accounting firms operate. That difference shows up in how the workflows are structured, how fast onboarding moves, and how often firms say the system “just makes sense.”
Most firms complete implementation in 30 to 90 days, depending on size and complexity. Firm360 pairs each new firm with a U.S.-based onboarding specialist who helps map workflows, configure templates, and get the team trained before go-live. CB Accounting reduced new employee onboarding from three months to two weeks after switching. The key to a smooth rollout is identifying an internal champion early and standardizing your core workflows before you configure the system.
For most firms, Firm360 replaces three to five tools: a project management app, a separate time tracker, a billing platform, a document storage solution, a standalone client portal, and an e-signature tool. CB Accounting cut software costs by 35% after consolidating onto Firm360. The goal is cohesion, not addition. That said, Firm360 integrates with the tax software and accounting tools firms rely on, including UltraTax and QuickBooks, so you keep what matters.
Firm360 integrates with UltraTax, QuickBooks Online (two-way sync), Stripe for payment processing, Adobe for e-signatures, and Juno for tax prep automation. The platform is also accessible via a native Claude AI connector that allows firm leaders to query live Firm360 data, including WIP, realization rates, and overdue AR, using plain-language prompts. Setup takes under five minutes.
The client portal gives clients a secure, branded experience to upload documents, complete task checklists, e-sign engagement letters, and communicate directly with the firm. Tandem CPAs achieved a 98% client engagement letter return rate using Firm360’s portal. CRS CPAs reports employees save 2 to 4 hours per week simply by eliminating time spent tracking down documents and project statuses.
Failed implementations usually come down to two things: choosing a platform before workflows are defined, and not having a partner-level champion driving adoption. Firm360’s onboarding process is structured specifically to address both. Firms standardize their core workflows first, configure the system around those workflows second, and go live with a trained team rather than a half-built setup. The platform’s usability also matters. If staff find it intuitive, they use it. If they don’t, they won’t.
Partners get real-time dashboards showing project status, team workload, WIP, and billing performance without running reports manually. The Client Realization Report surfaces billed versus realized revenue by client, making it easier to identify which engagements are profitable and which are being written down. As Firm360 founder Brandon Gray puts it: “It’s the number one report firms should be utilizing.”
Firm360 supports role-based permissions, MFA, audit trails, and encrypted document storage. Firms can configure exactly what each staff role and client can access, view, upload, or share. This is particularly important for firms with multiple service lines, seasonal staff, or clients who share household or business accounts with different access needs.
Four questions worth pressure-testing in every demo: Can it handle our specific service mix, including tax, advisory, and CAS, without workarounds? What does implementation and data migration actually involve, and who owns that work? What does support look like after go-live, and is it U.S.-based? And finally, will our team actually use this, or will it become shelf ware? The right platform answers all four clearly. If a vendor is vague on any of them, that’s the answer.
