Firm360 Reviews, Pricing, Features & Alternatives in 2026
Firm360 is a cloud-based practice management software designed for accounting firms to streamline workflows, manage documents, and automate billing within a single integrated platform.
Firm360 is an all-in-one platform built specifically to help you run your accounting firm more efficiently. Instead of toggling between disconnected tools for billing, task management, and file storage, you can manage your entire practice from a single dashboard. You can track time, manage complex projects, and maintain a secure client portal without the headache of manual data entry or fragmented systems.
The software solves the common problem of 'app fatigue' by consolidating your essential tech stack into one interface. You can automate recurring invoices, capture electronic signatures, and monitor team productivity in real-time. It is designed to scale with your firm, whether you are a solo practitioner or managing a large multi-partner office, ensuring your client data remains organized and accessible from anywhere.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Stop wasting time jumping between different applications. Firm360 brings your entire accounting practice into one view so you can focus on billable work instead of administrative overhead.
Integrated CRM
Keep all your client communications, documents, and project history in one searchable database for instant access.
Project Management
Track deadlines and manage workflows with automated task assignments to ensure no client deliverables fall through the cracks.
Document Management
Store and organize files securely with built-in version control and easy folder structures tailored for accounting needs.
Secure Client Portal
Give your clients a branded space to upload sensitive documents, sign forms, and pay invoices securely.
Automated Billing
Generate invoices based on tracked time or flat fees and collect payments automatically via credit card or ACH.
Reporting & Analytics
Monitor your firm's health with real-time insights into realization rates, team utilization, and overall profitability.
Integrations
QuickBooks Online
Outlook
Gmail
Stripe
Plaid
Adobe Sign
Pricing Plans
Firm360 uses a straightforward per-user pricing model that includes all core features without hidden modules. You can choose the tier that fits your firm's size and complexity. While they don't offer a self-service free trial, you can book a personalized demo to see the platform in action before committing.
Based on feedback from accounting professionals using the platform daily, here is what you can expect when implementing Firm360:
Pros
Consolidates multiple software subscriptions into one monthly cost
Highly responsive customer support team based in the USA
Intuitive interface that is easy for new staff to learn
Strong document management capabilities with OCR search
Cons
Initial data migration can be time-consuming for large firms
Mobile experience is less robust than the desktop version
Limited customization options for specific niche reporting needs
Who Should Use Firm360?
Perfect for small to mid-sized accounting and CPA firms (1-50 employees) looking to replace multiple disconnected tools with one integrated system.
Best for Company Sizes
small-business
mid-market
Popular Industries
legal
accounting
Our Verdict
Firm360 is a strong contender if you are tired of managing your accounting firm through a 'Frankenstein' tech stack of separate apps. By combining CRM, document management, and billing, it significantly reduces the time you spend on non-billable administrative tasks.
While the lack of a free trial means you'll need to invest time in a demo, the platform's focus on the specific needs of CPAs makes it a highly relevant choice. It is highly recommended if you want a centralized 'source of truth' for your firm's data and client interactions.
Ready to Try Firm360?
Start your 0-day free trial today—no credit card required. See why over 0 teams trust Firm360