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.
Trello
Trello is a visual project management tool that uses boards, lists, and cards to help you organize tasks, collaborate with teammates, and track project progress from start to finish.
Quick Comparison
| Feature | Firm360 | Trello |
|---|---|---|
| Website | firm360.com | trello.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 | 2011 |
| 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.
Trello
Trello is a visual collaboration tool that helps you manage projects and organize tasks using a simple board-and-card system. Instead of digging through messy spreadsheets or long email chains, you can see your entire workflow at a glance. You can move cards across different stages of completion, assign tasks to team members, and set due dates to keep everyone on schedule.
The platform is designed to be flexible enough for any type of work, from software development and marketing campaigns to personal to-do lists. You can enhance your boards with 'Power-Ups' that connect your favorite tools directly into your workflow. Whether you are a freelancer managing one project or a large team coordinating hundreds, Trello scales with you by offering a robust free version and tiered paid plans starting at $5 per user per month.
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.
Trello Features
- Kanban Boards. Organize your projects into visual stages using drag-and-drop boards that show you exactly who is doing what.
- Butler Automation. Create custom rules and commands to automate repetitive tasks like moving cards or sending deadline alerts without writing code.
- Advanced Checklists. Break down complex tasks into smaller steps and assign individual sub-tasks to specific team members for better accountability.
- Power-Ups. Connect your boards to tools like Slack, Google Drive, and GitHub to see live data without leaving Trello.
- Timeline View. Plan your project schedule on a visual timeline to track dependencies and ensure your team meets every deadline.
- Mobile Sync. Update your tasks and respond to comments on the go with native apps that keep your data synced across all devices.
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
Trello Pricing
- Unlimited cards
- Up to 10 boards per Workspace
- Unlimited Power-Ups per board
- 250 Workspace command runs/month
- Unlimited activity log
- Mobile apps for iOS and Android
- Everything in Free, plus:
- Unlimited boards
- Advanced checklists
- Custom Fields
- 1,000 Workspace command runs/month
- Single board guests
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
Trello
Pros
- Extremely intuitive interface requires almost no training
- Generous free plan includes unlimited integrations
- Highly flexible for both professional and personal use
- Visual nature makes project status immediately clear
Cons
- Limited reporting features compared to specialized tools
- Can feel cluttered when managing very large projects
- Advanced views like Timeline require paid upgrades