# Compare Confluence vs Firm360 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Confluence and Firm360 based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/136446-197013/Confluence-vs-Firm360

---

# Confluence vs Firm360 Features and Cost Comparison

Last updated April 27th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

ConfluenceFirm3602/4 selected

[Confluence](https://www.capterra.com/p/136446/Confluence/)[4.5 (3,678)](https://www.capterra.com/p/136446/Confluence/reviews/)

[Firm360](https://www.capterra.com/p/197013/Firm360/)[4.7 (159)](https://www.capterra.com/p/197013/Firm360/reviews/)

[## Confluence](https://www.capterra.com/p/136446/Confluence/)[4.5 (3,678)](https://www.capterra.com/p/136446/Confluence/reviews/)

Starting Price

$5.42/month

Value-for-Money

4.3

Functionality

4.4

Ease of Use

4.3

Customer Service

4.3

Reviews Sentiment

Based on [3,678 reviews](#user-reviews)

Positive

3,398

Neutral

245

Negative

35

[## Firm360](https://www.capterra.com/p/197013/Firm360/)[4.7 (159)](https://www.capterra.com/p/197013/Firm360/reviews/)

Starting Price

$49.00/month

Value-for-Money

4.6

Functionality

4.5

Ease of Use

4.6

Customer Service

4.8

Reviews Sentiment

BB

Based on [159 reviews](#user-reviews)

Positive

151

Neutral

6

Negative

2

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## Summary

* * *

Key features rated by users

Features selected based on 36,461 reviews from project management software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

81%Fit

High performer

Feature ratings

Task Management

4.3

Multiple Projects

4.6

Project Planning/Scheduling

4.5

Commenting/Notes

4.5

Workflow Management

4.5

81%Fit

Not enough reviews

Feature ratings

Task Management

4.6

Multiple Projects

4.5

Project Planning/Scheduling

4.6

Commenting/Notes

5.0

Workflow Management

4.5

User satisfaction

User satisfaction

4.5

User reviews[3,678](https://www.capterra.com/p/136446/Confluence/reviews/)

Ease of use

4.3

Functionality

4.4

Value for money

4.3

Customer support

4.3

User satisfaction

4.7

User reviews[159](https://www.capterra.com/p/197013/Firm360/reviews/)

Ease of use

4.6

Functionality

4.5

Value for money

4.6

Customer support

4.8

Price starts from

Price starts from

$5.42Per User, Per Month

-   Free version
-   Free trial

Price starts from

$49Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Confluence is used by project managers, software developers, IT professionals, product managers, marketers, sales teams, HR departments, finance teams, and remote workers.

Best for

Accounting firms, CPAs, and accounting professionals.

## User reviews

Pros & cons

Hadi B.

Product Coordinator

> "In addition, Confluence has great collaboration features, such as inline comments, version history, and page permissions; therefore, teams can collaborate on content..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7136866)

Enguerran M.

Fullstack web developer

> "The page editor software becomes difficult to use when users try to create complex page designs that include multiple levels of table structures which leads to..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7136596)

AR

Anitha R.

Senior Technical Specialist

> "I particularly appreciate the ability to create standardised page templates, as this helps maintain consistency across procedures, meeting notes and technical..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7092906)

RV

Rakhi V.

QA Lead

> "Page management also becomes harder to maintain over time as spaces grow, and without strict team discipline around naming and organization, things can get messy and..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7134416)

Jiahao H.

Deployment Strategist

> "The collaborative editing features, version history, and commenting tools support real-time teamwork, while integrations with tools like Jira help keep documentation..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7073220)

Enguerran M.

Fullstack web developer

> "The search functionality operates with two main drawbacks because users must already know the exact page title to complete their searches."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7136596)

Kregg G.

Agile Team Lead

> "Confluence offers excellent value for the money for product development, test, and release teams, and for clients/customers/end users requiring installation, user..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7063165)

VR

Verified Reviewer

Software Engineer

> "There are some downsides, such as occasional performance hiccups and small usability issues when working with large amounts of content."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7135305)

Denis M.

Recruiter

> "It’s an powerful tool for team collaboration, and once you start plugging in AI tools to create custom workflows, it gets even better. But I have to take off a star..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7140518)

Kiran R.

Senior Product Consultant

> "It is noticeable that sometimes, when we are updated a large document with more text, the online version becomes slow."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7080775)

NP

Neha P.

Incident Manager

> "In well-organized environments, it works exceptionally well, but in larger or poorly managed spaces, it can become cluttered and harder to navigate. Despite a few..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7142868)

KS

Kaynan S.

Senior Software Engineer

> "The editor can feel a bit slow when working with large pages that contain many embedded elements."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7136936)

VR

Verified Reviewer

Software Engineer

> "You can easily preview documents like PDFs, Word files, and spreadsheets directly inside Confluence without needing to download them, which is convenient for quick..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7135305)

SM

Sampad M.

Software developer

> "Editing complex documents is slow when they contain many diagrams and tables."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7055755)

Saidi B.

product designer

> "It’s very useful for keeping everything in one place project notes, requirements, meeting summaries so the whole team can access and update information without..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7126001)

PV

Prachi V.

Frontend Developer

> "Confluence can feel slow and cluttered, especially when working with large spaces or a lot of pages."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7122355)

Gunther C.

Software Engineer

> "It meets the needs of nearly any document writing use case and if future upgrades continue to bring additional integrations with other services I think it would..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7131409)

LD

Leo D.

Embedded software test engineer

> "Customer support is there, technically, but mostly you’ll find yourself Googling your own problems and landing on a forum post from 2016 with no answers."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7125994)

NW

Nolan W.

Head of Sales

> "It did make for an easy collaborative environment for our initial attempt at Onboarding Workflow, and allowed for an easy organization of materials, videos,..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6811254)

MA

Mesut A.

HR Analyst

> "Exporting a complex page as a PDF results in messy formatting, so I have to fix it manually before sharing."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6830753)

DU

Dose U.

IT Engineer

> "Confluence allows me to centralize project info, meeting notes and decision logs, in a single connected workspace."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6860096)

MH

Michael H.

Tech Coordinator

> "The one problem I faced is when multiple people edit the same page and you get overwhelmed by notifications."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6825126)

Rene M.

Solution Architect

> "As an IT manager, I appreciate its reliability, scalability, and comprehensive feature set that supports our off-shore hiring operations."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7067334)

CH

Carnell H.

Owner

> "Editor can be sluggish at times especially with many macros."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7100196)

VR

Verified Reviewer

Software Engineer

> "You can attach files directly to pages and keep everything connected to the relevant context, which makes collaboration easier."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7135305)

FY

Faye Y.

Software Developer

> "it's difficult to request permission for specific files or pages. If access hasn’t been granted upfront, there's no clear or quick way to request it."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6829749)

VR

Verified Reviewer

Software Engineer

> "From a value-for-money perspective, it’s quite solid if your team already uses the Atlassian ecosystem, since it reduces the need for multiple tools."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7135305)

VR

Verified Reviewer

Software Engineer

> "Finding specific information isn’t always as easy as it should be, and the search doesn’t always give the most relevant results."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7135305)

KB

Katie B.

BA

> "Confleunce is a great tool to store all information and documents on the one site , it is like a library for products /projects. "

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7146219)

JJH

J.J. H.

Revenue Enablement

> "The interface can feel clunky and outdated at times, and the search function often fails to pull up relevant content, which can be frustrating when working on large..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6514528)

KB

Katie B.

BA

> "It also allows you to link to your Jira page which helps keep everything in the one place"

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7146219)

AM

Antoine M.

Marketing advisor

> "If governance is weak, spaces can become messy after some time."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7143139)

Basel E.

IT Operations Specialist

> "It is a strong platform for internal documentation, file sharing, project collaboration, and knowledge management."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7143526)

Parth S.

QA Engineer

> "Sometimes page formatting is difficult especially when you have diagrams which needs to be included in the middle of text"

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6829808)

VR

Verified Reviewer

Software Engineer

> "Customer support is generally helpful, and there’s also a strong documentation base and community forums where you can quickly find answers to common issues."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7135305)

PS

Paul S.

Software Engineer

> "Sometimes there are issues with complex search, which could be improved."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7075677)

Eric T.

Director, Digital Transformation

> "The flexibility of workspaces allows for organizations to build a user-friendly network of documentation. "

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7083043)

AE

Ahmed E.

Manager

> "It became slower at the most active times editing a mass page with tables embedded took several seconds."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6857068)

NO

Norah O.

Manager and Executive Administrative

> "This software is fully equipped with features that help me sort bugs and issues, so that i can work on a stress-free environment."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6860551)

GY

Gerald Y.

IT Consultant

> "Some small stuff like editing can feel a bit clunky, and sometimes you’re not sure where something was saved, but nothing too frustrating."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6813871)

Hameeda T.

Technical Analyst

> "Confluence makes team collaboration easy with clear page organisation , strong search and smooth integration with Jira."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7111497)

VR

Verified Reviewer

Account Executive

> "The biggest limitation tends to be how consistently teams keep information up to date."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7071066)

RE

Rizi E.

Technical Specialist

> "The ability to create structured pages and link related content keeps information organized."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7055715)

TK

Tamara K.

QA Software Analyst

> "Search indexing can lag, making it harder to find newly added content immediately."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6839184)

LD

Leo D.

Embedded software test engineer

> "For storing knowledge, collaborating on documentation, and keeping long-term records, it’s extremely useful."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7125994)

KB

Katie B.

BA

> "Cons of confluence are , I have found it quite a learning curve and quite hard to work out how to update confluence."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7146219)

Hadi B.

Product Coordinator

> "Its page editor is very easy to use, and it’s very simple to create structured knowledge bases due to its ability to embed Jira issues, diagrams, tables, and..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7136866)

AD

Annie D.

HR Assistant

> "The functionality is quite limited in terms of creating content and its not very instinctive to use e.g. takes forever to work out where to add a column to a table."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6494929)

Basel E.

IT Operations Specialist

> "I like that pages can be organized into spaces, linked together, searched easily, and updated collaboratively."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7143526)

Gunther C.

Software Engineer

> "Confluence has historically not had the greatest search functionality in my experience."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7131409)

RV

Rakhi V.

QA Lead

> "Confluence is a solid documentation and knowledge management tool that works best when the team is disciplined about how they use it."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7134416)

SJ

Sam J.

Office Administrator

> "The only thing I will say is that since this software is not as big as other major websites and information sources, it can have a lack of information, as well as..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6551762)

PS

Paul S.

Software Engineer

> "Confluence works great for collaboration and as a knowledge base for development work. Once you understand how it operates, it becomes a powerful and efficient tool."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7075677)

JJ

Jobin J.

Senior Platform Engineer

> "The interface can feel a bit complex at first."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7064175)

SV

Shameek V.

Product Lead

> "I appreciate how it integrates seamlessly with Jira, making it easier to keep requirements, timelines, and updates in one place. While it’s a powerful tool, I’ve..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6768304)

UC

Urgan C.

Associate

> "However, its search functionality can be hit-or-miss, and finding specific content can be cumbersome in larger spac"

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6524068)

AQ

Antoine Q.

Project Manager Testing

> "This is a really powerful tool for taking notes, sharing datas, creating whiteboards, having box of ideas, create WBS, tracking your actions etc."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6684551)

AM

Alex M.

Sales Operations Manager

> "The search function is poor, there is no AI to help guide your choices and people find it hard to navigate and understand where to find the content."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6712705)

HK

Heather K.

Technical Learning Partner

> "We use it like an intranet to house policies, updates, documents and calendars in one central spot and it has worked really well in helping employees find the..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6553094)

VK

Vatsal K.

Software Engineer Intern

> "The editor in Confluence has a lot of formatting issues and limited designing elements and is very restricting at times."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6786732)

Ginger S.

Program Administrator TA

> "Overall, I liked the way Confluence made it easy to see the work of and collaborate with teammates and keep updated records even across employee turnover."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7112494)

CH

Carnell H.

Owner

> "However, pricing is a bit much for large scale teams."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7100196)

NP

Neha P.

Incident Manager

> "It makes documenting processes, sharing knowledge, and collaborating with team members very seamless."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7142868)

VR

Verified Reviewer

VP, Community and Learning

> "The search functionality can also leave some things to be desired, as many times it takes 4-5 searches to finally find what you're looking for."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6310595)

VR

Verified Reviewer

Software Engineer

> "In general, it still provides good value and works well as a documentation hub, especially for teams already using other Atlassian tools."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7135305)

VR

Verified Reviewer

Content writer

> "There are some limitations when setting page permissions. If you are familiar with server permissions, Confluence is not as flexible and easy."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6529070)

VR

Verified Reviewer

VP, Community and Learning

> "Confluence has been instrumental for our team as a central repository for our documentation, streamlining our workflow considerably by keeping everything from..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6310595)

VN

Vignesh N.

Executive Architect

> "Sometimes in confluence page expiration and trying to create child pages and linking them to parent confluence page is not much friendly ."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6658238)

PV

Prachi V.

Frontend Developer

> "It’s a reliable tool for creating, managing, and sharing documentation within a team."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7122355)

PS

Preeti S.

Software Engineer

> "The thing that I like the least about confluence is that some of the essential features are missing in the free version."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6845845)

VK

Vatsal K.

Software Engineer Intern

> "The best part about confluence is that you can arrange and very properly organize documentation for your software making it easy for developers and users both to..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6786732)

TK

Tamara K.

QA Software Analyst

> "Mobile version is limited and can be slow or clunky."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6839184)

MF

Mark F.

Content Designer

> "Confluence made the recording of our UX delivery from Discovery to Beta really easy, so that people joining the project, stakeholders or future teams working on the..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6571821)

LH

Lucien H.

VP of GTM

> "The ability to edit isn't as easy as ClickUp or Notion and that can get frustrating when you're trying to make changes quickly."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6298883)

GA

Gabriel A.

IT Admin

> "Confluence in my opinion, is a very good tool to keep me organized and being able to make documentation on the spot."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7114947)

AL

Adele L.

Print Design

> "The interface is too cluttered and hard to navigate in the beginning."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6819268)

JV

Jesus V.

Server Administrator

> "Me and my co-worker can work at the same time in Confluence because the refresh time for the info is very fast, we can work in different tabs and all info are saved..."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6555007)

JV

Jesus V.

Server Administrator

> "Sometimes the menus are difficult to navigate if the project in confluence is not configured correctly."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6555007)

Saidi B.

product designer

> "Overall, it simplifies knowledge sharing and helps teams stay aligned without wasting time searching for information."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___7126001)

VR

Verified Reviewer

SWE

> "Additionally, issues with managing permissions and integrating with existing business processes can be a source of frustration."

[See full review](https://www.capterra.com/p/136446/Confluence/#Capterra___6789928)

[View Reviews](https://www.capterra.com/p/136446/Confluence/reviews/)

BB

Benjamin B.

CFO

> "The software has streamlined so many aspects of our day-to-day operations—client management, workflow tracking, document..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032)

TB

Tempi B.

Certified Public Accountant

> "The small things we dislike are not deal breakers and the efficiency, data security and workflow support the software..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003964)

BB

Benjamin B.

CFO

> "The software has truly transformed the way our tax and accounting firm operates by giving us a centralized platform for..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032)

TB

Tempi B.

Certified Public Accountant

> "Our clients struggle with using a mobile device for document upload."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003964)

Ashleigh L.

Audit Manager

> "From time tracking to billing and project management, it’s an all-in-one solution that has streamlined our workflows and..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6632744)

KY

Kelly Y.

Staff Accountant

> "I know it's important, but being automatically logged out after a certain time and re-signing in and waiting for the text..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6537861)

MR

Monica R.

Enrolled Agent and President

> "Now, everything is streamlined in one place—client management, document storage, task tracking, and communication."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247)

CT

Christine T.

Payroll Specialist

> "not being able to set up reoccurring projects in multiple clients at once"

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6400009)

KR

Krunal R.

Senior Tax Accountant

> "This consolidation helps firms streamline workflows and eliminate the chaos of using disconnected systems."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003923)

TO

TAMMY O.

Administration

> "Search bar in printing to file is small and hard to click on."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6382436)

BB

Benjamin B.

CFO

> "Firm360 has become an indispensable tool for us, and we genuinely feel it has elevated the way we serve our clients."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004032)

AC

Alessandro C.

Chief Operating Officer

> "There are many issues that were a step back for us as a firm."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6403393)

MR

Monica R.

Enrolled Agent and President

> "The software is also very intuitive; onboarding was smooth, and the customer support team is fantastic—responsive,..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247)

SB

Shayla B.

Staff Accountant

> "It's not as visually organized as I'd prefer"

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6618020)

MR

Monica R.

Enrolled Agent and President

> "My team knows exactly what needs to be done and when, which has improved both productivity and client satisfaction."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247)

DB

David B.

Owner

> "Hard to find a support telephone phone #"

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6425882)

SM

Shauna M.

Project Coordinator, Executive Assistant

> "With Firm360, the documents are immediately and reliably delivered to a client when we want."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6351687)

TM

Tracy M.

CPA

> "I Got spoiled by Thomson Router's file cabinet features I guess, plus firm 360 was implemented during tax season, so there..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514705)

MJ

Melissa J.

Admin

> "I have enjoyed using FIRM 360, it has been a huge upgrade from our previous software and keeps everything in one palce."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003912)

JP

Julie P.

Senior Administrative Assistant

> "The only thing I didn't like is the constant emails when a client uploads a document. But I think they are working on..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514450)

KG

Kelli G.

Accountant

> "The client portal eliminates the need to pass paperwork or clutter up email inboxes."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6612236)

TA

Tyler A.

Owner

> "There isn't much that isn't available that my firm needs."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4948216)

MR

Monica R.

Enrolled Agent and President

> "What I love most is the workflow automation—nothing falls through the cracks anymore."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7004247)

CM

Cynthia M.

Administrative Manager

> "I don't like that I can't run a better time entered report to calculate payroll hours to be paid. "

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514250)

KR

Krunal R.

Senior Tax Accountant

> "The overall experience with Firm360 is positive, especially for small and medium-sized accounting firms."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___7003923)

JT

Julie T.

Admin assistant

> "Not being able to complete a task and record my time after it's completed"

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4188929)

MD

Meghann D.

Receptionist

> "Firm360 does a great job of keeping all of our client's files at our fingertips."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6360402)

JP

Janice P.

Office Manager

> "The search/filter functions aren't available on all input fields."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514815)

ME

Michelle E.

Firm Administrator

> "This saves so much time not having to save to your computer and then upload the PDF."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6540425)

HK

Hannah K.

Staff Accountant

> "It was difficult to create a due date list for projects that were assigned to me."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4254560)

JA

Jodi A.

Partner

> "Timekeeping and reporting functions are easy to use and Dashboard is a great way to track your "To do" list."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6590577)

VS

Virginia S.

Office Administrator

> "I don't like going "out of a client" and then have to search for another one that was tied to the first one."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514235)

Ashleigh L.

Audit Manager

> "The software is intuitive, user-friendly, and designed with the needs of accounting professionals in mind."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6632744)

MB

Meghan B.

Owner

> "The onboarding process has felt clunky, and it seems that the Firm360 person doesn't understand my questions a lot of the..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4195698)

SR

Stephanie R.

Ownner

> "I have found productivity increasing and billing to be easier once I got started with it."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6538397)

DR

Daniel R.

President

> "Their customer service and bad business tactics are the worst i have ever experienced in my 40 years of running a CPA firm)..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4230198)

ME

Michelle E.

Firm Administrator

> "I am fairly new to Firm360 but it seems to be very user friendly and has good searching capabilities."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6540425)

VS

Virginia S.

Office Administrator

> "Asking the client to email us saying there is a document uploaded doesn't seem right. "

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514235)

JS

Joshua S.

Partner

> "Firm360 is so intuitive and easy to use. If you have ever used a computer you can use Firm360. Firm360 has everything our..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___5068107)

ZJ

Zanette J.

Office Manager

> "It’s just a lot to learn."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6171549)

AN

Alan N.

Owner

> "We also like that Firm360 is very active and dynamic and changing with new technology, and not in a way that is trying to..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6157003)

JP

Janice P.

Office Manager

> "There is no true integration with Outlook."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3514815)

MM

Mario M.

Quality Control

> "It made it so easy to look for a project and assigned tasks."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6556330)

GC

Gabriela C.

Accounting Associate

> "I did not like that you can't edit the task only the project."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3536108)

Kentall S.

Sales And Marketing Associate

> "Furthermore, the program provides configurable branding choices, allowing businesses to tailor the platform with their own..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4745652)

BW

Ben W.

Senior Accountant

> "I think there are some repetitive features within the software."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___3516461)

JA

Jodi A.

Partner

> "Overall the product was exactly what we needed to organize our practice."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6590577)

SP

Sonja P.

Owner

> "One thing that I find I'm missing is the email function to be able to send and reply to emails."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2953755)

KG

Kelli G.

Accountant

> "Project collaboration across a team is easier than ever."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6612236)

CA

Christopher A.

Manager

> "Staff seems resistant to change........."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4224511)

DM

Dawn M.

Partner

> "They were always available. As I use the program more, I am finding it easy to navigate."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6543458)

LA

Leigh A.

Communications Director

> "Any struggle you have with the software is either misusing it or the staff can add it as a feature pretty quickly."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2931290)

MM

Mario M.

Quality Control

> "It's supper easy to use and helpful to keep your files organized."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6556330)

MP

Melinda P.

Staff Accountant

> "Lack of training."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4217436)

KY

Kelly Y.

Staff Accountant

> "Overall the application is great and we're learning new ways to use it every day."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6537861)

CH

Cyndi H.

Owner

> "The one feature I don't especially like about Firm 360 is that all clients must have a client number and that is how your..."

[See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___2470565)

[View Reviews](https://www.capterra.com/p/197013/Firm360/reviews/)

## User interface

[Confluence](https://www.capterra.com/p/136446/Confluence/)

4.48 (3,678)

[Firm360](https://www.capterra.com/p/197013/Firm360/)

4.69 (159)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Activity Dashboard

150

Important

Agile Methodologies

120

Important

Confluence

30/50

-   Access Controls/Permissions
-   Activity Dashboard
-   Agile Methodologies
-   AI Copilot
-   Alerts/Notifications
-   API
-   Availability Management
-   Billing & Invoicing
-   Budget Management
-   Calendar Management
-   Client Portal
-   Collaboration Tools
-   Commenting/Notes
-   Customizable Fields
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Drag & Drop
-   Feedback Management
-   File Sharing
-   Forecasting
-   Gantt/Timeline View
-   Generative AI
-   Idea Management
-   Issue Management
-   Kanban Board
-   Key Performance Indicators
-   Milestone Tracking
-   Mobile App
-   Multi-Channel Communication
-   Multiple Projects
-   Portfolio Management
-   Predictive Analytics
-   Prioritization
-   Productivity Analysis
-   Project Planning/Scheduling
-   Recurring Tasks
-   Remote Support
-   Reporting/Project Tracking
-   Resource Management
-   Risk Management
-   Tagging
-   Task Management
-   Testing/QA Management
-   Third-Party Integrations
-   Time & Expense Tracking
-   Traditional Methodologies
-   User Management
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/136446/Confluence/#features)

Firm360

Top features

31/50

-   Access Controls/Permissions
-   Activity Dashboard
-   Agile Methodologies
-   AI Copilot
-   Alerts/Notifications
-   API
-   Availability Management
-   Billing & Invoicing
-   Budget Management
-   Calendar Management
-   Client Portal
-   Collaboration Tools
-   Commenting/Notes
-   Customizable Fields
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Drag & Drop
-   Feedback Management
-   File Sharing
-   Forecasting
-   Gantt/Timeline View
-   Generative AI
-   Idea Management
-   Issue Management
-   Kanban Board
-   Key Performance Indicators
-   Milestone Tracking
-   Mobile App
-   Multi-Channel Communication
-   Multiple Projects
-   Portfolio Management
-   Predictive Analytics
-   Prioritization
-   Productivity Analysis
-   Project Planning/Scheduling
-   Recurring Tasks
-   Remote Support
-   Reporting/Project Tracking
-   Resource Management
-   Risk Management
-   Tagging
-   Task Management
-   Testing/QA Management
-   Third-Party Integrations
-   Time & Expense Tracking
-   Traditional Methodologies
-   User Management
-   Version Control
-   Workflow Management

[See all features](https://www.capterra.com/p/197013/Firm360/#features)

### Recognition

Confluence is recognized as a top-rated tool in 4 Capterra Shortlist reports

Firm360

Best Value Time TrackingSoftware (2023) 

### Deployment & support

Confluence

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Firm360

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Confluence

-   By Atlassian
-   Located in United States
-   Founded in 2013

Firm360

-   By Firm Software
-   Located in United States
-   Founded in 2019

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