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.
Smartsheet
Smartsheet is a flexible work management platform that combines the familiar interface of a spreadsheet with powerful project management features to help you automate workflows and track complex projects.
Quick Comparison
| Feature | Firm360 | Smartsheet |
|---|---|---|
| Website | firm360.com | smartsheet.com |
| Pricing Model | Subscription | Freemium |
| Starting Price | $49/month | Free |
| FREE Trial | ✘ No free trial | ✓ 30 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 | 2005 |
| Headquarters | Greensboro, USA | Bellevue, USA |
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.
Smartsheet
Smartsheet gives you a dynamic workspace where you can manage projects, automate workflows, and build new solutions without writing code. You can switch between grid, card, Gantt, and calendar views to visualize your work exactly how you want. It bridges the gap between simple spreadsheets and complex project tools, allowing you to track individual tasks or manage massive enterprise portfolios in one centralized location.
You can eliminate manual data entry by setting up automated alerts, status updates, and approval requests. The platform scales with your needs, whether you are a small team organizing a launch or a large corporation managing global operations. It helps you increase transparency across your organization by sharing real-time dashboards and reports with stakeholders, ensuring everyone stays aligned on key goals and deadlines.
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.
Smartsheet Features
- Flexible Work Views. Switch instantly between Grid, Gantt, Card, and Calendar views to manage your tasks from any perspective you prefer.
- Automated Workflows. Create visual automated actions to send alerts, request approvals, and update sheet rows without manual intervention.
- Real-time Dashboards. Build custom widgets and charts to give your team and executives a live look at project health and performance.
- Dynamic Reports. Consolidate information from multiple sheets into a single report to identify trends and risks across different departments.
- Proofing and Approvals. Streamline content reviews by uploading files directly to rows and collecting feedback through dedicated proofing workflows.
- Resource Management. Track team availability and allocate hours effectively to ensure your projects stay on schedule and under budget.
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
Smartsheet Pricing
- 1 user and 2 editors
- Up to 2 sheets
- Gantt, Grid, Card views
- 500MB attachment storage
- 100 automations per month
- Everything in Free, plus:
- Unlimited viewers
- Up to 10 sheets
- Unlimited reports and dashboards
- 20GB attachment storage
- Forms and branding
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
Smartsheet
Pros
- Familiar spreadsheet interface reduces the initial learning curve
- Highly customizable views for different project management styles
- Powerful automation engine saves hours of manual work
- Excellent reporting capabilities across multiple different sheets
- Strong mobile app for managing tasks while traveling
Cons
- Advanced features require a significant time investment
- Real-time collaboration lacks the speed of Google Sheets
- Pricing can become expensive as you add more members