# Compare ClickUp vs Firm360 2026 | Capterra > Unsure of what to choose? Check Capterra to compare ClickUp and Firm360 based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/158833-197013/ClickUp-vs-Firm360 --- # ClickUp vs Firm360 Features and Cost Comparison Last updated April 15th, 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: ClickUpFirm3602/4 selected [ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.6 (4,580)](https://www.capterra.com/p/158833/ClickUp/reviews/) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.7 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) [## ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.6 (4,580)](https://www.capterra.com/p/158833/ClickUp/reviews/) Starting Price $10.00/month Value-for-Money 4.6 Functionality 4.6 Ease of Use 4.3 Customer Service 4.5 Reviews Sentiment Based on [4,580 reviews](#user-reviews) Positive 4,359 Neutral 171 Negative 50 [## 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 ## Not a match? 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What’s your intended use case? ## 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 83%Fit High performer Feature ratings Task Management 4.6 Multiple Projects 4.6 Project Planning/Scheduling 4.6 Commenting/Notes 4.5 Workflow Management 4.4 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[4,580](https://www.capterra.com/p/158833/ClickUp/reviews/) Ease of use 4.3 Functionality 4.6 Value for money 4.6 Customer support 4.5 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 $10Per User, Per Month - Free version - Free trial Price starts from $49Per User, Per Month - Free version - Free trial Best for Best for ClickUp is used by project managers, marketers, software developers, IT departments, HR professionals, company leadership, and enterprise organizations. Best for Accounting firms, CPAs, and accounting professionals. ## User reviews Pros & cons LS Louis S. CTO > "It combines tasks, docs, dashboards, automations, and team communication in one place, which reduces tool sprawl and improves visibility." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7145614) MH MaryHelen H. Sr Content Marketing Specialist > "I dislike the chrome extension which was a big feature of getting us into the app,the "send to clickup" chrom extensoin that works with gmail doesnt really work well on my computer." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7067685) AH Arielle H. CEO > "Having separate workspaces for different departments aka "hats" (even as a solopreneur) is instrumental in keeping things running smoothly- such as an area for Marketing Planning (as well as..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7048596) KM Katsia M. Director > "I also wish that the proofing add on would allow me to do frame by frame review, as right now, it’s not detailed enough for the video team." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7113473) BT Brianna T. Lead Editor > "ClickUp is multi-functional and you can do a lot of things on the platform (such as track time, create workflows, store documents, create and track goals, etc.)" [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7125243) Jen P. Director > "Stability after major updates — every time ClickUp rolls out a large update, there tend to be bugs that can disrupt daily workflow." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7130609) EC Erica C. VP of Creative > "We moved different teams from different tools (Trello, Basecamp, Google spreadsheets, etc) years ago and combined everything into ClickUp, which brought all teams to the same platform, which..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7136964) Wes P. Principal Software Engineer > "For some projects the App's performance can get very sluggish. If the standard free features aren't sufficient, required ad-dons can be rather expensive." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7103768) EJ Emily J. Client Services Manager > "The calendar is an essential tool in planning the schedule of our booking with the maintenance issues, which makes sure that we do not book the same property twice when they are under..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7083371) MARWA B. Designer > "Sometimes the app can be slow or laggy, particularly on large projects, and some advanced features are only available in paid plans." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7133227) RM Rene M. IT Manager > "I appreciate its customizable views (List, Board, Gantt) and the way it consolidates tasks, documents, goals, and chat into one platform." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7067350) DK Diana K. Project Manager > "The web site is not responsive How could I trust the App as I do have 5 tasks on my TODO list for today and then I got 25 email notifications that those tasks are overdue? Where those tasks..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6327325) RM Rene M. IT Manager > "As an IT manager coordinating offshore hiring projects, it has helped centralize communication, streamline workflows, and improve transparency across teams." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7067350) NI Nida I. Creative head > "The complexity of interface is overwhelming due to the multitude of features and customization options, which can make it difficult for new users to navigate and fully utilize the platform..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6566288) AH Arielle H. CEO > "My operations are now more organized than ever, and it's easier to collaborate on projects with my team without having to spend an excessively heavy amount of money adding seats to my..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7048596) DK Diana K. Project Manager > "The ClickUp shows different tasks on different lists and somehow many on them are not visible, even if I use date Filter or due date "last 7 days" etc - we cannot trust this App, and instead..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6327325) VR Verified Reviewer marketing manager > "I also liked the level of customization, especially the ability to set up views, statuses, and workflows in a way that matched how the team actually worked." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7121460) MD Madalin D. CEO > "Still broken. And just when I thought I’d seen it all, someone from support reached out today with this confusing explanation: apparently, for workspaces created before June 11, there's a..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6846311) VR Verified Reviewer Bookkeeper > "Multiple ways to collaborate within a firm - highly customizable and works for different visual styles (Gantt, bird's eye, task by task) depending on the user's preference." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7044797) TM Tracy M. BIM Manager > "Unfortunately, I need to upgrade to a paid subscription to continue using the Timesheets feature, which is one of the main reasons for using ClickUp, and I can use a free version of other..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6623329) VR Verified Reviewer Science Communication Technician > "People like ClickUp because it puts tasks documents, chats and project tracking all in one place, so they don't need to use more than one tools." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7132351) Craig T. Director of Marketing > "Often, there are too many emails and recurring issues with closing out projects each month." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7100524) NN Nabil N. IT Manager > "ClickUp replaced a few tools for us and mostly delivered on that promise. Once people get past the learning curve it sticks, and the customization options mean it adapts to how your team..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7130331) Shana O. Principal > "For instance, if I wanted to view all of my upcoming article briefs I can not do that." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7066539) IH Izzy H. Marketing Manager > "Combines task management, docs, time tracking, goals and chat boxes so i can easily communication and delegate task within my team." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6822535) IA Ibrahim A. Admin > "It can also be slightly slow or buggy at times, especially with larger workspaces." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7131662) SC Sarah C. Teacher Success Manager > "It makes it easy to manage tasks, to-do lists, and priorities across a whole team. As we collaborate together on our project, ClickUp keeps everyone on the same page." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7056138) Andrew M. Architect > "There are features that exist but have terrible UX like the mind map and the whiteboard or whatever it’s called." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7087056) JAF Jane Abegail F. Customer Service > "It keeps tasks, projects, and deadlines organized, makes team collaboration simple, and helps me stay productive every day." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7099227) PL Pilar L. Trade marketing analyst > "To change the asignees of people in the process, the automations a lot of times do not work well and we have to asignee manually" [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7014175) RM Rene M. IT Manager > "Its adaptability allows us to tailor workflows to our needs, boosting productivity and collaboration." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7067350) Rajiv S. Machine Learning Consultant > "Pages take long time to load and sometimes mobile app crashes." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7076116) Vicky B. Senior Account Director > "ClickUp gives us access to the most productive task planning features like to-do lists and Gantt charts which are efficient in keeping our work organized." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6809188) MD Madalin D. CEO > "Here’s the kicker: I manage a bunch of tools for my team—tons of licenses from different companies. And out of all of them, ClickUp is the only one that’s ever pulled this kind of nonsense." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6846311) Kristin R. General manager > "It’s inexpensive and covers so many of our needs ranging from process documentation to simple task management to complex project management and automated integrations with other systems." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7036486) CS Ciara S. Office Manager > "For a non-tech person, Clickup can at times be a little overwhelming with its features." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7070664) VR Verified Reviewer QA Engineer > "The Ask AI feature makes it very easy to modify and narrate content, and bug reporting and tracking are simple with a clean, user-friendly design." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7137107) Rajiv S. Machine Learning Consultant > "There are too many features I do not use, making the screen look very busy." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7076116) Katie C. Founder > "I appreciate the automation features, although I sometimes felt limited when what I wanted to accomplish through automation wasn't available for me (I happen to be a person who appreciates a..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7098697) TE Taya E. Medical Assistant > "Sometimes I have frustrations with the Chat system, the conversations get lost easily and I also wish there was an easier way to update the status of a task." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6817870) Jen P. Director > "It allows us to build systems that actually match how our team works vs. forcing us into a rigid structure." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7130609) MS Marvin S. Lead Product Development > "It can be unreliable, from just beeing very slow in general, to loading issues that keep cropping up where I can't edit Task descriptions because the field is just in a loading loop." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6420464) VR Verified Reviewer President > "It makes collaborating with dispersed teams easy and enables us to keep projects on track and meet deadlines." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7061481) EJ Emily J. Client Services Manager > "Customer care is not very responsive to syncing problems." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7083371) VR Verified Reviewer Sr Manager, Digital Marketing > "The flexibility that makes it powerful also makes it easy to set up poorly and hard to enforce consistency across users. If you have someone dedicated to maintaining the workspace it probably..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7128757) LS Louis S. CTO > "Notifications can become noisy until properly tuned" [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7145614) AH Arielle H. CEO > "It's a backend of operations dream and now replacing my other lead funnel software now that I'm having it professionally built out for me and I couldn't be more excited to use this software..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7048596) MA Mallory A. Director of Operations > "There is a pop up about updating sometimes that doesnt always work correctly." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7132158) Katie C. Founder > "Overall, I think ClickUp is capable of doing a LOT for those managing small to large-scale projects with various team sizes." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7098697) VR Verified Reviewer Co-founder > "It gets expensive at scale and some of the premium options are only available with larger subscription plans." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6856399) VR Verified Reviewer IT > "Click Up provides a wide range of features such as task management, time tracking, Gantt charts, and goal tracking, all in one platform." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6611175) Olden F. Freelancer > "ClickUP is overwhelming with it's numerous features and customization options, which can make it difficult to navigate and use efficiently." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6317184) VR Verified Reviewer Sales Tools Optimization Specialist > "ClickUp can make your work more organized by allowing you to create various spaces in which you can divide your companies or departments to make your tasks be where they belong." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6527353) VR Verified Reviewer Machine Learning Engineer > "That said, creating tasks in the right spot can feel overwhelming at times, and I wish that part was a bit more intuitive." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6880643) Gisel B. Marketing and Digital Communication Specialist > "The key distinctive aspect of ClickUp that can help users manage projects more efficiently is the ability to switch between the Gantt chart, the Kanban board, and the list view." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6508522) KT Katie T. Vp Operations > "The notifications often got ignored by my collaborators- it's hard to figure out the noise from the meaningful and it'd be helpful to have some guidance on how to make the software "sticky"..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6563670) VR Verified Reviewer Full stack developer > "It provides the best options for organizing project sprints, categorizing project functions, setting task statuses, and assigning tasks to team members efficiently." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6685094) AC Alexandra C. Clerk > "For my boss who is gen. X he found it a bit frustrating at times and it did not flow to other programs well and he struggled with the process." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7006683) DmE Diego maldonado E. CEO > "It supports both task management and more complex project workflows, making it an essential tool for streamlining daily operations and long-term planning. Whether it's assigning and tracking..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6536133) Gisel B. Marketing and Digital Communication Specialist > "On the other hand, it also means that there are at times too many features that cause some general issue, especially when dealing with large data and multiple integrations." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6508522) JO Jennifer O. Customer service representative > "Its flexibility in helping us manage projects per time, how even Clients get access to see how the workflow progresses in real-time, it has so many features that helps my organization get the..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6543330) MS Marvin S. Lead Product Development > "Upselling, they are constantly trying to upsell you, from AI to courses to the business plus plan (which on their pricing page they don't even list, but they love gating little things behind)" [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6420464) VR Verified Reviewer Territory Account Exec > "It’s very easy to customise and user friendly and with the new Notetaker feature, it just makes Click Up more desirable as a tool for managing daily work and projects" [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7058852) FR Frank R. Billing Specialist > "Honestly, it took us longer to get our finance team comfortable than the set up itself." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7138522) NN Nora N. Director of Memberhsip > "ClickUp is a powerful, versatile, and user-friendly project management tool that has significantly enhanced our productivity and collaboration. Whether you’re a small team or a large..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6362020) MR Martina R. CEO and founder > "ClickUp had great potential, but their sudden pricing shifts and lack of clear customer communication make it hard to trust them as a long-term solution." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6692493) VR Verified Reviewer Solution Architect > "It offers a high degree of customization, allowing users to tailor their workspaces to fit their specific workflows and preferences." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6418589) VR Verified Reviewer Sr Manager, Digital Marketing > "Too many features working against each other." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7128757) MT Marina T. Marketing Director > "Monitoring the progress of projects has never been so easy, with this platform I can manage multiple projects without feeling overwhelmed or delaying them that generate cost overruns and..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6674284) SS Summer S. Office Manager > "There are potentially to many places to track tasks to the level that some get lost, behind different labels/folders/tabs." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6677005) SA Sara A. Social Media Manager > "The dashboards are amazing, as they can be configured according to the project’s needs, and I loved that they are automatically updated according to the latest updates, which makes them ready..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6408813) JO Jennifer O. Customer service representative > "It's slow sometimes when I open the app to input details, atimes it takes so much time to load stuffs, which can be a bit frustrating." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6543330) VR Verified Reviewer QA Engineer > "Features like task tracking, filters, and Ask AI are very helpful." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7137107) MD Martin D. Managing Director > "I had a period a couple of months in where for whatever reason i stopped using it and cracked on with a busy period and when I came back to it, there was far too much time required to go..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6582232) NI Nida I. Creative head > "Additionally, the integration with other tools and robust reporting features contribute to improved productivity and efficiency, making it a valuable asset for teams of all sizes." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6566288) LC La' C. User > "Customizations take time and didnt have time to setup on our own." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6837521) Christopher D. Head of Tech Solutions > "That said, it does have a bit of a learning curve because it offers so many features. And like many users have noted, you really get the most out of it if you decide to go all in and..." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7057053) SB Sabre B. Systems Strategist > "It wouldn’t save what I wrote in a task description" [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7136027) MFO Maria Fernanda O. Payments Lead and > "Click up not only saves my time more than 3 hours per week of manual workload, it also helps me track my team progress in each task I can give them." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___6330569) VR Verified Reviewer Art > "The interface is a little hard to understand." [See full review](https://www.capterra.com/p/158833/ClickUp/#Capterra___7102941) [View Reviews](https://www.capterra.com/p/158833/ClickUp/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 [ClickUp](https://www.capterra.com/p/158833/ClickUp/) 4.63 (4,580) [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 ClickUp Top features 43/50 - 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/158833/ClickUp/#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 ClickUp is recognized as a top-rated tool in 5 Capterra Shortlist reports Firm360 Best Value Time TrackingSoftware (2023)  ### Deployment & support ClickUp 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 ClickUp - By ClickUp - Located in United States - Founded in 2016 Firm360 - By Firm Software - Located in United States - Founded in 2019 ## Popular Comparisons [ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.63 (4,580)](https://www.capterra.com/p/158833/ClickUp/reviews/) vs [Clockify](https://www.capterra.com/p/169607/Clockify/)[4.76 (9,241)](https://www.capterra.com/p/169607/Clockify/reviews/) $10/month Price $4.99/month 4.6 Features 4.6 4.3 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/158833-169607/ClickUp-vs-Clockify) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.69 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) vs [Clockify](https://www.capterra.com/p/169607/Clockify/)[4.76 (9,241)](https://www.capterra.com/p/169607/Clockify/reviews/) $49/month Price $4.99/month 4.5 Features 4.6 4.6 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/169607-197013/Clockify-vs-Firm360) [ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.63 (4,580)](https://www.capterra.com/p/158833/ClickUp/reviews/) vs [Jira](https://www.capterra.com/p/19319/JIRA/)[4.45 (15,361)](https://www.capterra.com/p/19319/JIRA/reviews/) $10/month Price $7.91/month 4.6 Features 4.4 4.3 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/19319-158833/JIRA-vs-ClickUp) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.69 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) vs [Jira](https://www.capterra.com/p/19319/JIRA/)[4.45 (15,361)](https://www.capterra.com/p/19319/JIRA/reviews/) $49/month Price $7.91/month 4.5 Features 4.4 4.6 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/19319-197013/JIRA-vs-Firm360) [ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.63 (4,580)](https://www.capterra.com/p/158833/ClickUp/reviews/) vs [Asana](https://www.capterra.com/p/184581/Asana-PM/)[4.48 (13,566)](https://www.capterra.com/p/184581/Asana-PM/reviews/) $10/month Price $10.99/month 4.6 Features 4.4 4.3 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/158833-184581/ClickUp-vs-Asana-PM) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.69 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) vs [Asana](https://www.capterra.com/p/184581/Asana-PM/)[4.48 (13,566)](https://www.capterra.com/p/184581/Asana-PM/reviews/) $49/month Price $10.99/month 4.5 Features 4.4 4.6 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/184581-197013/Asana-PM-vs-Firm360) [ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.63 (4,580)](https://www.capterra.com/p/158833/ClickUp/reviews/) vs [monday.com](https://www.capterra.com/p/147657/monday-com/)[4.57 (6,028)](https://www.capterra.com/p/147657/monday-com/reviews/) $10/month Price $9/month 4.6 Features 4.5 4.3 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/147657-158833/monday-com-vs-ClickUp) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.69 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) vs [monday.com](https://www.capterra.com/p/147657/monday-com/)[4.57 (6,028)](https://www.capterra.com/p/147657/monday-com/reviews/) $49/month Price $9/month 4.5 Features 4.5 4.6 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/147657-197013/monday-com-vs-Firm360) [ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.63 (4,580)](https://www.capterra.com/p/158833/ClickUp/reviews/) vs [Trello](https://www.capterra.com/p/211559/Trello/)[4.53 (23,525)](https://www.capterra.com/p/211559/Trello/reviews/) $10/month Price $5/month 4.6 Features 4.3 4.3 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/158833-211559/ClickUp-vs-Trello) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.69 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) vs [Trello](https://www.capterra.com/p/211559/Trello/)[4.53 (23,525)](https://www.capterra.com/p/211559/Trello/reviews/) $49/month Price $5/month 4.5 Features 4.3 4.6 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/197013-211559/Firm360-vs-Trello) [ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.63 (4,580)](https://www.capterra.com/p/158833/ClickUp/reviews/) vs [Wrike](https://www.capterra.com/p/76113/Wrike/)[4.37 (2,984)](https://www.capterra.com/p/76113/Wrike/reviews/) $10/month Price $10/month 4.6 Features 4.3 4.3 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/76113-158833/Wrike-vs-ClickUp) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.69 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) vs [Basecamp](https://www.capterra.com/p/56808/Basecamp/)[4.35 (14,413)](https://www.capterra.com/p/56808/Basecamp/reviews/) $49/month Price $15/month 4.5 Features 4.2 4.6 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/56808-197013/Basecamp-vs-Firm360)