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.
TaxDome
TaxDome is an all-in-one practice management software designed specifically for tax and accounting professionals to automate workflows, manage clients, and streamline document processing in a single secure platform.
Quick Comparison
| Feature | Firm360 | TaxDome |
|---|---|---|
| Website | firm360.com | taxdome.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $49/month | $33/month |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No 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 | New York, 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.
TaxDome
TaxDome provides a unified workspace to manage your entire accounting or tax practice without switching between multiple apps. You can handle everything from client onboarding and document signing to invoicing and workflow automation within one secure environment. It eliminates the need for separate tools for portals, e-signatures, and project tracking, allowing you to centralize your firm's operations and communication.
You can automate repetitive tasks like sending reminders, requesting documents, and moving projects through different stages based on specific triggers. The platform is built to scale with your firm, whether you are a solo practitioner or managing a large team with complex departmental needs. By using the integrated client portal and mobile app, you provide a professional experience that makes it easy for your clients to upload documents and pay bills on time.
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.
TaxDome Features
- Automated Workflows. Move projects through custom pipelines automatically and trigger tasks, emails, or organizers based on job status changes.
- Secure Client Portal. Give your clients a branded space to upload documents, sign contracts, and pay invoices from any device.
- Unlimited E-signatures. Send documents for legally binding signatures with built-in KBA and automated reminders to ensure timely completion.
- Document Management. Store unlimited files with a structured folder system and use the desktop drive to edit files directly.
- Integrated Invoicing. Create recurring invoices and sync your payments directly with QuickBooks Online to keep your books balanced.
- Firm Mobile App. Manage your practice and communicate with clients on the go using native iOS and Android applications.
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
TaxDome Pricing
- CRM with unlimited contacts
- Secure client portal
- Unlimited document storage
- Invoicing and payments
- Secure messages and chat
- Mobile app for firm and clients
- Everything in Lite, plus:
- Workflow automation
- Unlimited e-signatures
- Knowledge-based authentication (KBA)
- TaxDome Drive and PDF Editor
- Custom reporting and analytics
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
TaxDome
Pros
- Consolidates multiple software subscriptions into one platform
- Highly customizable workflow pipelines save significant time
- Unlimited document storage and e-signatures included
- Excellent mobile app experience for both firm and clients
Cons
- Initial setup and automation configuration takes time
- Learning curve for staff unfamiliar with complex workflows
- Annual billing requirement for the best pricing rates