Firm360
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.
Uku
Uku is a practice management software designed for accounting firms to automate workflows, manage client data, and track billable time in one centralized digital workspace.
Quick Comparison
| Feature | Firm360 | Uku |
|---|---|---|
| Website | firm360.com | getuku.com |
| Pricing Model | Subscription | Freemium |
| Starting Price | $49/month | Free |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2017 | 2017 |
| Headquarters | Greensboro, USA | Tallinn, Estonia |
Overview
Firm360
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.
Uku
Uku is a dedicated practice management solution built specifically to help accounting and professional service firms stay organized. You can move away from scattered spreadsheets and manual tracking by centralizing your entire workflow, from automated task generation to client communication. The platform acts as a digital assistant that remembers deadlines for you, ensuring no tax filing or client report ever falls through the cracks.
You can manage your team's capacity effectively with visual workload overviews and integrated time tracking that links directly to specific tasks. It solves the common problem of unbilled hours by prompting you to log time as you work. Whether you are a solo practitioner or managing a growing firm, the software helps you standardize your processes and improve profitability through better resource management.
Overview
Firm360 Features
- 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.
Uku Features
- Automated Workflows. Set up recurring tasks and automated workflows so your monthly accounting cycles run on autopilot without manual scheduling.
- Client CRM. Store all client details, documents, and communication history in one place for quick access during busy tax seasons.
- Smart Time Tracking. Track your billable hours with a built-in timer that links directly to tasks for more accurate client invoicing.
- Dynamic Dashboard. Monitor your firm's health with real-time visual overviews of completed tasks, pending deadlines, and team productivity levels.
- Team Capacity Planning. View your team's availability at a glance to distribute work fairly and prevent burnout during peak periods.
- Billing & Invoicing. Generate invoices based on tracked time and fixed fees to ensure you get paid accurately for every minute worked.
Pricing Comparison
Firm360 Pricing
- Project & Task Management
- Document Management
- Time & Billing
- Client Portal
- Reporting & Dashboards
- Email Integration
- Everything in Standard, plus:
- Advanced Workflow Automation
- Custom Reporting
- Priority Support
- Enhanced Security Features
- API Access
Uku Pricing
- Up to 10 clients
- Task management
- Time tracking
- Basic reporting
- Mobile app access
- Everything in Free, plus:
- Unlimited clients
- Automated recurring tasks
- Email integration
- Customizable templates
- Advanced time reports
Pros & Cons
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
Uku
Pros
- Intuitive interface designed specifically for accounting workflows
- Excellent automated task recurrence saves hours of planning
- Clean visual dashboard provides instant clarity on deadlines
- Responsive customer support team helps with initial setup
Cons
- Limited advanced reporting options for very large firms
- Mobile app has fewer features than desktop version
- Learning curve when setting up complex automation rules