# Compare monday.com vs Firm360 2026 | Capterra

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

Source: https://www.capterra.com/compare/147657-197013/monday-com-vs-Firm360

---

# monday.com vs Firm360 Features and Cost Comparison

Last updated May 6th, 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:

monday.comFirm3602/4 selected

[monday.com](https://www.capterra.com/p/147657/monday-com/)[4.6 (6,028)](https://www.capterra.com/p/147657/monday-com/reviews/)

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

[## monday.com](https://www.capterra.com/p/147657/monday-com/)[4.6 (6,028)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

$9.00/month

Value-for-Money

4.3

Functionality

4.5

Ease of Use

4.5

Customer Service

4.4

Reviews Sentiment

Based on [6,028 reviews](#user-reviews)

Positive

5,642

Neutral

315

Negative

71

[## 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 36,518 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

84%Fit

High performer

Feature ratings

Task Management

4.6

Multiple Projects

4.6

Project Planning/Scheduling

4.6

Commenting/Notes

4.3

Workflow Management

4.6

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

4.6

User reviews[6,028](https://www.capterra.com/p/147657/monday-com/reviews/)

Ease of use

4.5

Functionality

4.5

Value for money

4.3

Customer support

4.4

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

$9Per User, Per Month

-   Free version
-   Free trial

Price starts from

$49Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

A multitude of teams, big, small, and cross-functional, in a variety of industries worldwide. Its intuitive interface and customization capabilities makes it suitable for any project and business.

Best for

Accounting firms, CPAs, and accounting professionals.

## User reviews

Pros & cons

LK

Lokesh K.

Application Developer

> "The AI integrations have been a game-changer for me, specifically for summarizing complex technical documentation and generating SEO-ready marketing content, which has significantly compressed our project..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7142007)

AM

Aqiral M.

Project Management Solution for Growing

> "Also, the pricing structure becomes expensive if you need many seats or advanced features, and some important functions (like time tracking or certain automation) are only available in higher-paid plans —..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7057168)

CH

Corey H.

Senior Manager

> "Boards, columns, automations, and views can be tailored to suit different teams and workflows, allowing us to manage everything from day‑to‑day tasks to more complex operational processes in one platform."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139801)

CG

Ciaran G.

Operations Manager

> "Additionally, certain views and reporting tools lack depth compared to more specialised project management software, making it harder to extract detailed insights without extra setup or external tools."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7141849)

ZB

Zion B.

Commercialization Sr. Associate

> "The ability to connect board - track multiple projects in one dashboard and the portfolio solution in enterprise are all amazing additions to company project tracking and workflow management."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139316)

ES

Eden S.

Brand Manager

> "In Asana, you can link multiple boards (or projects) quite easily, whereas in Monday, the process feels more complicated than it needs to be. While I understand that it is possible to connect boards, it..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7141605)

MD

Megha D.

Sr. Project Manager

> "The platform is user-friendly, visually intuitive, and adaptable to different workflows, which makes it easy to manage multiple projects efficiently. While there are some limitations in terms of pricing and..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140787)

YS

Yashraj S.

Senior specialist

> "Mobile App Limitations: While the mobile app is functional, it lacks the full depth of the desktop version, making complex board management difficult on the go."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139317)

AW

Ashley W.

Property

> "The customisation options are strong, allowing you to tailor boards to suit your business needs, and the integrations make it easy to connect with other tools we already use."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139794)

LD

Lochlan D.

Director

> "Plenty of small businesses would benefit and don't, purely because of that barrier. And there's constant noise — non-native add-ons being pushed, AI features being promoted — when I just want to get on with..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7142332)

JC

Jack C.

Manager

> "Monday.com is excellent for teams that need flexible workflows, visual project management, and strong collaboration within larger organizations willing to invest in scalable tools with automation and..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7077680)

YS

Yashraj S.

Senior specialist

> "Notification Overload: The default notification settings can be overwhelming; if not carefully managed, users can easily lose important updates in a sea of "pings.""

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139317)

KW

Keye W.

Chief of Staff

> "Overall, monday.com has been a valuable tool in helping us centralize workflows and improve operational efficiency. As we continue building out structured processes and integrating it with other systems, it is..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7145848)

JT

Jody T.

Communications and Development

> "We have been with Monday.com for almost three years and just over a year ago we ran into a billing and platform upgrade simultaneously, this caused a problem for us to log in and we had to step back to the..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139875)

AF

Andreia F.

Head of Operations and Growth

> "What I like most about monday.com is the integration between CRM and work management — when a deal closes, the information automatically flows from one side to the other, which saves time, reduces manual work,..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7144053)

MH

Michael H.

Sales and Support

> "Honestly, I dislike very little. But the two things would be notifications (tend to be overwhelming in quantity and hard to curate properly) and search (I'm not always able to search as targetted as I'd like..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7099759)

Diego G.

Project Manager

> "For a roll-out project involving multiple locations, the ability to automate status changes and instant notifications is invaluable; it significantly reduces manual work and ensures all stakeholders are..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140495)

VR

Verified Reviewer

Area Sales Manager

> "Monday com interface is very much cluttered and there is too many active boards and sometimes it gets difficult to find a item during a busy period or when you're under pressure to get something done."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7071680)

JC

Jack C.

Manager

> "It offers highly customizable boards, workflows, and multiple viewing options (Kanban, Timeline, Gantt or Calendar) with built-in automation that lets you reduce repetitive tasks and streamline workflows."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7077680)

CH

Colton H.

Director of Product Development

> "That said, the cost feels high relative to how we use it—particularly for sales staff who primarily rely on it just to submit order forms, rather than leveraging its full capabilities."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139487)

JS

Justin S.

Digital Marketing and Content Executive

> "I enjoy collaborating across Monday.com because it allows me to work in a way to work best with each stakeholder, with every user having a tailored experience and only have the relevant information to them, in..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139706)

ZB

Zion B.

Commercialization Sr. Associate

> "For example, layered automations are not a thing, which can be very limiting, and the inability to automate based on formulas and text is frustrating."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139316)

RS

Radha S.

Legal Assistant

> "Once set up, it made collaboration much easier by clearly showing ownership, deadlines, and status updates in one place. While there is a bit of a learning curve at the beginning due to the many customization..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7135547)

LS

Leigh S.

Legal Services Manager

> "The requirement to subscribe with a minimum number of users made it less flexible, particularly for smaller teams or more tailored use cases."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140034)

Rene M.

IT Manager

> "Integrations with tools like Slack, Google Drive, and GitHub, along with robust automation, make it ideal for remote and offshore teams."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7067346)

IL

Ilaria L.

Assistant Reservations Manager

> "What is not the ideal about this platform is that everything has to be inserted manually and it was not integrating with our main booking platform."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7049452)

Don M.

Asst. Manager

> "What I liked most about monday.com is its intuitive and visually appealing interface combined with powerful workflow automation, making it easy for teams to manage projects and collaborate efficiently."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7125727)

AL

Ashley L.

HR and Systems Manager

> "Workflows are of course better, but when everything we've built is in automatons we have to essentially do a complete rebuild while still trying to run a business and use the product which doesn't make things..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140768)

VR

Verified Reviewer

Operations Manager

> "Being able to see all our projects in one place with color coded statuses, timelines, and dashboards made a huge difference for our team's workflow."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7122678)

LS

Ludmila S.

Manager

> "Monday's per-seat pricing model gets expensive fast — especially when you want to bring in cross-functional contributors (design, sales, support) who only need occasional access."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139503)

JPR

John Paul R.

Operations Support Manager

> "The versatility of the boards allows us to customize our operations exactly how we need them, making it a very powerful tool for business management."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139394)

CL

Chantel L.

Head of PMO

> "People might start using it, but without clear guidance, they often use it inconsistently or don’t use the AI features effectively. If too much is introduced at once, it can feel overwhelming, and teams end up..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139919)

CS

Crystal S.

Chief Operating Officer

> "The ability to see the status of multiple tasks or projects at once is really helpful, and now they have expanded their templates and integrated AI so it is even easier and more effective for basic users"

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139410)

RK

Rob K.

Owner and Chiropractor

> "per month seems like overkill for something that does what other systems like a google document, shared apple notes, skylight, etc"

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7095419)

VR

Verified Reviewer

Accountant

> "You can customize Monday.com however you want allowing for automizations and systems to be utilized according to your needs making it very powerful."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7085297)

GB

Giselle B.

Product Manager

> "Sometimes it’s not very easy to customize the columns for each subitem, which can make more detailed task breakdowns less flexible than expected."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139404)

AV

Alyssa V.

Office Manager and Project Coordinator

> "The automation features significantly reduce manual follow-up, and the platform integrates well with our daily task tracking and accountability systems."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139297)

AA

Anja A.

Head of Support

> "I wish I could sort it by groups and have a calendar with all my tasks next to it so I can move it to the right time. But thats not a big relevant thing."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140355)

VR

Verified Reviewer

Solution Deployment Manager

> "The "Battery Widget" and Gantt views are incredibly helpful for "client health" reporting as they provide an immediate, visual sense of progress that builds trust."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7144326)

JR

Jemma R.

Admin

> "The per-user cost adds up, and because of the way the plans are structured, you often end up paying for more seats or features than you actually need."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139828)

GP

Gissett P.

Project Manager - Admin

> "Automations (like status updates, reminders, or notifications) save a lot of manual follow-up, which is useful when managing multiple jobs or vendors."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139321)

JL

Joe L.

IT Administrator

> "for example if multiple people are editing the same field it takes too long to update and the other person editing might add the same information twice."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7113635)

LS

Ludmila S.

Manager

> "From auto-generating task summaries to writing update drafts and surfacing blockers, the AI integration feels purposeful rather than bolted on — which is rare in this category."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139503)

DC

Daphnie C.

Operations Manager

> "Some features (like charts or reporting) are not as straightforward as you would expect, and sometimes it takes a bit of trial and error to get things right."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139347)

David F.

Business Manager

> "I like that it allows enough customization to track projects in detail, along with owners of each task with a project."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7092823)

CE

Conor E.

IT Manager

> "Sometimes it becomes clear that the system has sections in Beta mode, and as a result you may notice slowing or crashing, or the AI just not working as it should."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7142069)

GT

Giulia T.

Marketing and communication coordinator

> "I like Monday because it brings a sense of structure and fresh momentum to my week. When it comes to value for money, Monday offers a lot through its robust set of tools that help me stay organized and..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139972)

NK

Nathan K.

Owner

> "There are so many times where I need the results of a formula column or integration with subitems and it is just not supported by monday"

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7141147)

LS

Leigh S.

Legal Services Manager

> "From a client services perspective, it supported file reviews, document tracking, and identifying outstanding items seamlessly."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140034)

AS

Abby S.

Marketing Manager

> "The main challenge is that linking items and automation can be a bit difficult and sometimes feels less intuitive than the rest of the platform."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140027)

TR

Tuya R.

Senior Project Manager

> "It’s a powerful tool for managing workflows and staying aligned, especially for cross-functional teams. While there are some limitations and cost considerations, the benefits in efficiency and collaboration..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140812)

VR

Verified Reviewer

Digital Marketing Manager

> "However, it has serious limitations compared to, say, Jira, or another platform used to manage intricate projects spanning multiple teams."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7086856)

PW

Pari W.

CRC

> "It makes project tracking straightforward with customizable boards, timelines, and automation features that reduce manual work"

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139401)

BK

Blerta K.

Language Instructor

> "There have been inconsistencies in some automation behaviors and there are a few template structures that did not behave the way they were previewed to behave."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7138878)

NN

Nicholas N.

Quality Assurance Manager

> "It simplifies task management and subsequent tracking of progress during projects plus it has some templates that needed very little alterations to use"

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7143269)

AF

Alex F.

Marketing Specialist

> "I don't like how it's not automatic to have an item's properties visible once you click on it - you have to add this via customisation and add "item card" and "subitem" widgets."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6865576)

AL

Amanda L.

Advancement Lead

> "We’ve used it for intake processes, project tracking, and internal coordination, and it has significantly improved efficiency."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139676)

VR

Verified Reviewer

Director marketing and communications Student Housing and Dining Srevices

> "Biggest con is that their is a learning curve to learn the software and it to make it work for you there is a lot of per-conversation that needs to happen about not only how workflow is currently working but..."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7134475)

TK

Tyler K.

Marketing Manager, Growth And Operations

> "You can create custom dashboards that integrate with automated workflows to display your data in real time."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139361)

RM

Rachelle M.

Manager

> "The Monday app has several bugs and limited functionality, which hopefully is being worked on as field workers tend to use tablets."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139691)

YS

Yashraj S.

Senior specialist

> "Centralized Communication: It effectively eliminates "email silos" by keeping all task-related discussions, files, and updates in one centralized location."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139317)

AM

Account M.

Account manager

> "Not very flexible for more complex or specific needs, and it often feels like you need to upgrade or pay more to unlock basic functionality."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140077)

Elena T.

Email Marketer

> "What I liked the most about Monday.com is that I can open different spaces for different clients and use It as my main operacional tool (Content plan, feedback,...)."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7105147)

DS

David S.

VP of Technology

> "Discounted one star as sometime the interface feels too dumbed down and it takes some time to figure out where to see/find/add an option we need for a particular project."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7063837)

LK

Laura K.

JFC

> "The automations help ensure nothing drops through the cracks - which is huge in a fast-paced work environment where a large part of our admin works remotely."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139384)

KJD

Klaas Jan D.

ceo

> "One significant drawback is that automatic email sending through Outlook is not available when using a personal Microsoft account."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139393)

VR

Verified Reviewer

Digital Marketing Manager

> "The colors, branding, interface, and instructional information provided within the interface are very inviting and non-intimidating for non-technical people."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7086856)

ES

Emily S.

Executive Assistant

> "A bit overwhelming to start due to the large number of options/custom fields if you're just starting out with a CRM/project management software."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139434)

MB

Madison B.

PRESIDENT

> "Monday.com is highly flexible and intuitive, which made it easy for our team to stand up a CRM structure across multiple business lines (nightlife, private events, brand partnerships)."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139416)

KT

Kelli T.

Director of Marketing

> "I do wish there was a bit more of a visual option to see how things are getting done, the build vibe view didn't work well for me."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139433)

AV

Alyssa V.

Office Manager and Project Coordinator

> "It allows us to manage multiple projects simultaneously while maintaining visibility, accountability, and structure across the team."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139297)

Rene M.

IT Manager

> "Some advanced capabilities are restricted to higher pricing tiers, and boards can become cluttered if not organized carefully."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7067346)

AS

Adrian S.

Director

> "Even we don’t have a specialized tech department in our company, with little research we were able to build quite useful workflows, dashboards and forms"

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7140530)

MP

Mel P.

Project Manager

> "Updates seem to be mainly focused on AI at the moment, which can be frustrating, especially when features the community has been asking for for a long time continue to get pushed."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139885)

JW

Jennifer W.

Community Engagement and Operations Manager

> "Monday.com is set up with incredible flexibility, allowing us to customize workflows to fit our specific team needs."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7124049)

PL

Pam L.

Design Director

> "Reporting across multiple projects that are not of the same template can get a bit complicated"

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7141882)

SM

Samantha M.

Account Executive

> "It helps me stay organized and keep track of my accounts, client contacts, outreach, and follow-ups in one place."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139420)

MB

Matt B.

Founder

> "Sometimes the AI offers you solutions it can't live up to, for example scraping your emails for actions."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7142507)

VR

Verified Reviewer

Proprietor

> "Features such as the ability to view projects and tasks in multiple views (table, Kanban and calendar for example), and the automations are amazing."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___6882552)

BK

Babs K.

Administration

> "I don't have many cons for monday.com, but I'm having trouble understanding the use of "Build Vibe View" and some of these newer AI integrations."

[See full review](https://www.capterra.com/p/147657/monday-com/#Capterra___7139312)

[View Reviews](https://www.capterra.com/p/147657/monday-com/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

4.57 (6,028)

[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

monday.com

Top features

44/50

-   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/147657/monday-com/#features)

Firm360

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

monday.com is recognized as a top-rated tool in 5 Capterra Shortlist reports

Firm360

Best Value Time TrackingSoftware (2023) 

### Deployment & support

monday.com

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

monday.com

-   By monday.com
-   Located in Israel
-   Founded in 2014

Firm360

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

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