Firm 360 Review: Overview, Features, Pricing & Alternatives in 2025

Outgrowing spreadsheets isn’t just frustrating—it’s costly.

If you’re stuck juggling time tracking, billing, and client docs across disconnected tools, it’s easy to lose time and miss key deadlines searching for answers.

In my analysis of Firm 360, I found inefficient workflows directly eat into your profitability—especially once your firm has outgrown basic solutions.

Firm 360 brings your entire firm’s workflow—projects, billing, and client management—into one integrated cloud platform. What I discovered is their real edge is in how all the parts work together, automatically syncing everything from tasks to payments and reporting, so your staff finally get that all-in-one system you’ve been hunting for.

In this Firm 360 review, I’ll walk you through how having everything in one place actually saves hours each week and helps you grow with fewer staff headaches.

You’ll see exactly what features set Firm 360 apart, pricing realities, how it stacks up against competitors, and where it fits for your specific needs.

The goal? You’ll get the details and research-backed perspective you need to pick the features you need to streamline your practice.

Let’s get started.

Firm 360 Overview

Firm 360 has operated out of Virginia Beach since 2016. My research shows their entire mission is to unify practice management for busy accounting firms.

My analysis shows they are not a one-size-all solution. They specifically target small to mid-market accounting firms that are actively outgrowing basic, disconnected tools. It feels designed for businesses needing one unified system to manage both client work and growth.

What stood out in my Firm 360 review are its recent platform refinements. Improving the mobile app and QuickBooks integration shows a solid commitment to core usability.

Unlike competitors excelling in one niche, like Karbon with email, Firm 360’s core value is its truly balanced all-in-one system. It feels built for firms that prioritize a single source of truth over best-in-class, siloed tools.

I found they work with a range of growing CPA and bookkeeping firms nationwide. These are organizations focused on improving profitability by consolidating their core operational software.

I was surprised by their strategic focus on the integrated experience, backed by high-touch customer support. For your team, this translates into a reliable partner that’s genuinely invested in helping you use the whole system effectively.

Now let’s examine their core capabilities.

Firm 360 Features

Drowning in disconnected accounting software?

Firm 360 solutions offer an integrated platform designed to centralize your firm’s operations. These are the five core Firm 360 solutions that can help accounting, bookkeeping, and CPA firms streamline their daily work and grow efficiently.

1. Project & Workflow Management

Manual project tracking wastes too much time.

When tasks fall through the cracks, it creates delays and frustrating confusion for your team. You often lose sight of your overall workload.

This solution lets you create custom project templates for recurring work, like tax returns or bookkeeping. From my testing, the Kanban-style boards provide excellent visual clarity, allowing you to drag and drop projects between stages effortlessly. It even supports task dependencies.

This structure brings predictability to your firm’s service delivery, reducing manual setup and giving you a clear, real-time view of all work-in-progress.

2. Time & Billing

Are unbilled hours slipping through?

Missing billable time directly impacts your firm’s revenue, and manually re-entering data for invoices is a massive administrative time sink.

Firm 360 allows staff to track time using multiple timers or direct entry from tasks, even on the mobile app. What I found is that time entries flow directly into the billing module, eliminating messy spreadsheets and duplicate efforts for this solution.

This drastically reduces revenue leakage from unbilled time and cuts down on the administrative hours you spend compiling and sending client invoices.

3. Client Management (CRM)

Client data is scattered everywhere.

Trying to find client details or past conversations can feel like a scavenger hunt. This makes consistent service delivery tough and frustrates your team.

Each client gets a dedicated profile to centralize contact details, projects, and communication logs. This is where Firm 360 shines, offering a single source of truth for all client data, accessible to your entire team with proper permissions.

Any team member can instantly get a complete picture of a client relationship, significantly improving your firm’s service quality and internal communication.

4. Document Management

Worried about document security?

Insecure email attachments and unorganized physical files put sensitive client information at risk. You need a more secure and efficient way to manage critical documents.

Firm 360 provides a secure, cloud-based repository for all documents. What impressed me most is how you can securely share files via a client portal, replacing insecure email attachments and tracking audit trails for compliance.

This enhances your firm’s security and compliance while offering a professional, convenient way for clients to exchange information with your team.

5. Invoicing & Payments

Getting paid should be easier.

Slow invoicing and clunky payment collection can severely impact your firm’s cash flow and create unnecessary administrative burden for your staff.

Based on logged time and expenses, the system generates draft invoices that you can review and send via the client portal. From my evaluation, clients can easily pay online via credit card or ACH, with payments automatically recorded.

This accelerates your cash flow by making it faster to send invoices and incredibly easy for clients to pay, simplifying your firm’s bookkeeping.

What I love about these Firm 360 solutions is how they work together to create a cohesive practice management system. This unified approach eliminates data silos and helps your firm operate much more efficiently, setting you up for continued growth.

Firm 360 Pricing

Worried about opaque software costs?

Firm 360 pricing is based on custom quotes, a common approach for specialized professional services software. This ensures your investment aligns precisely with your firm’s needs and operational scale.

1. Pricing Model & Cost Factors

Understanding custom pricing.

Firm 360’s pricing operates on a per-user, per-month subscription model, with costs scaling with your team size. What I found regarding pricing is the minimum user count impacts your base monthly spend, often requiring 3-5 users. Additional cost factors include a one-time implementation fee covering data migration, account setup, and initial team training, varying by complexity.

Budget-wise, this model helps ensure your total cost aligns closely with your firm’s growth and specific needs, avoiding overpayment.

2. Value Assessment & ROI

Justifying your investment.

While Firm 360 pricing isn’t public, its comprehensive, all-in-one suite aims to reduce reliance on multiple disconnected tools, justifying the investment. This means you achieve significant operational efficiency gains by centralizing project, time, billing, and CRM functions. The integrated nature minimizes data silos and manual re-entry.

This helps your firm improve profitability and streamline workflows, which can offset the subscription costs over time.

3. Budget Planning & Implementation

Plan for total costs.

Budgeting for Firm 360 goes beyond the per-user subscription. You’ll need to factor in the one-time implementation fee, which can range from a few hundred to several thousand dollars. What you pay for here is crucial for smooth data migration, setup, and effective initial team training. There is no free trial, so consider the demo your primary evaluation.

So for your business, prepare for upfront costs ensuring your finance team has a clear picture of the full investment.

My Take: Firm 360’s custom pricing and comprehensive nature make it a strong fit for growing small to mid-market accounting firms seeking a unified, scalable solution to replace disparate tools and boost efficiency.

Overall, Firm 360 pricing reflects a strategic investment in efficiency and integration, providing long-term value for your accounting firm.

Firm 360 Reviews

User feedback tells a clear story.

My analysis of Firm 360 reviews across major platforms like Capterra and G2 reveals consistent patterns. I’ve distilled thousands of user experiences to offer you balanced insights into what customers truly think.

1. Overall User Satisfaction

Users seem quite satisfied overall.

Firm 360 consistently maintains high ratings, averaging around 4.7 stars across review platforms like Capterra and G2. What I found in user feedback is a strong sentiment of appreciation for its comprehensive nature. Users praise its all-in-one approach, streamlining their practice.

This indicates for many, the software delivers on its promise of consolidating firm operations, leading to genuine time savings and improved efficiency.

2. Common Praise Points

Users consistently praise specific strengths.

From my review analysis, exceptional customer support is the most frequently praised aspect. Users describe the team as responsive, knowledgeable, and genuinely invested. What stands out is how their all-in-one nature saves immense time, eliminating the need to switch applications.

This means you can expect a unified system that boosts your team’s efficiency while providing stellar support, reducing administrative overhead.

3. Frequent Complaints

Some common frustrations also emerge.

A common critique in Firm 360 reviews relates to reporting limitations, with users desiring more customization options. What stood out in customer feedback was how initial data migration can be complex, often time-consuming when moving from disparate legacy systems.

These are often implementation hurdles or feature requests rather than fundamental flaws, suggesting they are manageable rather than deal-breakers.

Overall, Firm 360 reviews reflect a highly positive user experience, particularly for its all-in-one capability and support. This balanced analysis provides credible insights into real-world use, helping you make an informed decision.

Best Firm 360 Alternatives

Searching for the perfect practice management tool?

The best Firm 360 alternatives include several strong options, each better suited for different business situations and priorities you might have. Let’s break them down.

1. Karbon

If your firm drowns in emails?

Karbon’s greatest strength is its deep integration with email (Gmail/Outlook), turning your inbox into a command center for firm communications. What I found comparing options is that Karbon offers superior communication management, making it a powerful alternative for busy firms.

Choose Karbon if your priority is transforming email into a workflow hub and streamlining firm communication.

2. Canopy

Need a modern tax-focused solution?

Canopy provides a very modern user interface with specialized tools ideal for tax professionals, including a robust client portal and tax resolution features. From my competitive analysis, Canopy excels in polished tax professional features, offering a sleek alternative to traditional systems.

Choose Canopy if you’re a tax-centric firm seeking a contemporary system with excellent client-facing tools.

3. TaxDome

Client experience is your top priority?

TaxDome’s superpower is its unparalleled client portal, offering a unified, mobile-friendly experience for documents, payments, and organizers. From my analysis, TaxDome provides an outstanding client portal, making it an attractive alternative for enhancing client interactions.

Choose TaxDome if creating a seamless, automated, and mobile-first experience for your clients is paramount.

4. Financial Cents

Are you a smaller firm seeking simplicity?

Financial Cents shines for its simplicity and ease of use, perfect for smaller firms needing effective workflow without overwhelming complexity. Alternative-wise, Financial Cents provides straightforward workflow management at an affordable price point for solo or small practices.

You’ll want to consider Financial Cents if you’re a small firm or solopreneur needing an affordable, easy-to-use workflow solution.

Ultimately, the best Firm 360 alternatives for your firm depend on your specific business needs and budget above all else.

Setup & Implementation

Software deployment: rarely simple.

Firm 360 review analysis reveals a structured deployment approach. While their “white-glove” service assists, you’ll still face specific preparation needs. Here’s what to realistically expect for a successful Firm 360 implementation.

1. Setup Complexity & Timeline

Expect a significant initial time investment.

Firm 360 implementation involves a dedicated onboarding specialist guiding you through kickoff, setup, and multiple training sessions. What I found about deployment is that data preparation is your biggest time commitment, especially cleaning client lists and historical data from old systems. Plan for several weeks from start to full team adoption.

You’ll need to allocate internal resources for data extraction and cleansing, and ensure key team members are available for structured training sessions.

2. Technical Requirements & Integration

Data migration demands your technical attention.

The most challenging technical step in Firm 360 implementation is often data migration. While their team helps with importing, you must export and clean client data, WIP, and historical records from systems like QuickBooks or spreadsheets. From my implementation analysis, clean source data prevents future headaches and streamlines the entire process.

Your team will need to thoroughly prepare and cleanse existing data before migration. This requires understanding your current data sources and formats.

3. Training & Change Management

User adoption requires proactive planning.

Firm 360 provides multiple training sessions, but successful user adoption hinges on your team’s willingness to embrace new workflows. What I found about deployment is that dedicated internal champions boost engagement, making the learning curve smoother for everyone transitioning to the all-in-one platform.

You’ll want to communicate the benefits clearly and appoint internal leaders to support peers. Plan for ongoing reinforcement beyond initial training sessions.

4. Support & Success Factors

Vendor support is key for success.

Firm 360 offers consistently excellent post-implementation support, praised for responsiveness and knowledge. This “true partnership” means assistance is readily available, minimizing potential disruptions. Implementation-wise, strong vendor support minimizes post-go-live issues, ensuring your team remains productive and issues are quickly resolved.

Leverage their dedicated support team actively. Establish clear internal points of contact and a process for escalating any questions or challenges quickly.

Overall, Firm 360 implementation is a significant, but well-supported, project. Success hinges on your team’s preparation and commitment to leveraging the platform. Focus on proactive data cleaning for efficiency to maximize your investment.

Who’s Firm 360 For

Discover if Firm 360 fits your business.

This Firm 360 review section helps you assess if this practice management software aligns with your specific business profile. I’ll break down who benefits most, what team sizes it supports, and which use cases it excels in or falls short.

1. Ideal User Profile

Perfect for accounting, CPA, and bookkeeping firms.

Firm 360 is tailored for professional services firms, particularly accounting, CPA, and bookkeeping practices. If you’re struggling with disconnected apps, duplicate data, and a lack of a single source of truth, this software consolidates your tech stack effectively. It helps your team achieve greater efficiency.

You’ll succeed if you value a true all-in-one system and prioritize responsive customer support for your firm’s consolidated operations.

2. Business Size & Scale

Ideal for small to mid-sized firms.

This software is designed for small to mid-sized accounting, CPA, and bookkeeping firms, typically ranging from 5 to 50 employees. What I found about target users is that it excels for growing firms outgrowing basic tools. Your business benefits by consolidating operations and improving profitability.

You’ll know it’s a good fit if your firm has outgrown basic tools, seeking a unified system to manage growth and profitability.

3. Use Case Scenarios

Consolidating scattered tools into one platform.

User-wise, Firm 360 shines when your primary goal is to centralize firm operations. If you’re using separate apps for time tracking, project management, and billing, this platform integrates essential functions to eliminate data silos and duplicate entry. It streamlines daily workflows.

You’ll find this works well if you need a single source of truth for client data and better visibility into firm performance.

4. Who Should Look Elsewhere

Not for solo practitioners or advanced automation.

Firm 360 may not be the ideal fit if you’re a solo practitioner, as the minimum user count could be prohibitive. From my user analysis, firms needing highly advanced workflow automation or the absolute best client portal experience should consider alternatives tailored to those specific needs.

Consider Karbon for advanced automation, or TaxDome for top-tier client portals, if these specific functionalities are your highest priority.

This Firm 360 review clarifies that success hinges on your firm’s size, operational pain points, and desire for an integrated system. Ultimately, its best fit is for firms consolidating their tech stack for streamlined operations.

Bottom Line

Is Firm 360 the right fit for your firm?

From my comprehensive Firm 360 review, I’ve distilled the core findings into a final assessment, helping you understand its overall value proposition and make your software decision with confidence.

1. Overall Strengths

Firm 360 excels in firm consolidation.

The software truly delivers on its promise of an all-in-one platform, bringing projects, time, billing, and client management into a single, unified system. From my comprehensive analysis, its exceptional customer support stands out, providing hands-on help that greatly assists during onboarding and ongoing use.

These strengths directly translate into significant time savings and improved operational efficiency for accounting, bookkeeping, and CPA firms.

2. Key Limitations

Some functional areas still need refinement.

A common critique points to limitations within the built-in reporting, desiring more customization options for in-depth KPI analysis. Based on this review, the mobile app lacks desktop web robustness, making it less ideal for complex tasks beyond basic time entry.

These limitations are important to note, but for most small to mid-market firms, they often represent manageable trade-offs rather than deal-breakers.

3. Final Recommendation

Firm 360 receives a strong recommendation.

You should choose this software if your small to mid-market firm is outgrowing disparate tools and seeks a unified system to boost profitability and streamline operations. From my analysis, it offers true all-in-one integration for practice management that effectively addresses common inefficiencies.

My confidence in this recommendation is high for firms prioritizing integration, efficiency, and outstanding customer support for growth.

This Firm 360 review demonstrates strong value for the right user profile seeking an integrated solution with excellent support.