# Compare Notion vs Firm360 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Notion and Firm360 based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/186596-197013/Notion-vs-Firm360 --- # Notion vs Firm360 Features and Cost Comparison Last updated June 3rd, 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: NotionFirm3602/4 selected [Notion](https://www.capterra.com/p/186596/Notion/)[4.7 (2,772)](https://www.capterra.com/p/186596/Notion/reviews/) [Firm360](https://www.capterra.com/p/197013/Firm360/)[4.7 (159)](https://www.capterra.com/p/197013/Firm360/reviews/) [## Notion](https://www.capterra.com/p/186596/Notion/)[4.7 (2,772)](https://www.capterra.com/p/186596/Notion/reviews/) Starting Price $12.00/month Value-for-Money 4.6 Functionality 4.6 Ease of Use 4.4 Customer Service 4.4 Reviews Sentiment Based on [2,772 reviews](#user-reviews) Positive 2,686 Neutral 69 Negative 17 [## 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 37,359 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 82%Fit High performer Feature ratings Task Management 4.6 Multiple Projects 4.6 Project Planning/Scheduling 4.6 Commenting/Notes 4.6 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 4.7 User reviews[2,772](https://www.capterra.com/p/186596/Notion/reviews/) Ease of use 4.4 Functionality 4.6 Value for money 4.6 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 $12Per User, Per Month - Free version - Free trial Price starts from $49Per User, Per Month - Free version - Free trial Best for Best for Notion is a tool for teams and companies that want a better way to manage knowledge, projects, documents, and collaboration. Individuals can also use the product for notes and organizing their lives. Best for Accounting firms, CPAs, and accounting professionals. ## User reviews Pros & cons CQ Connor Q. IT Team Lead > "It is ideal for project management and allows for a variety of views and filters, such as bullet points, kantan board, etc. As expected from task management solutions it allows for..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7123895) SP Stephanie P. American accent coach > "I have found the addition of AI to the app to be kind of annoying, especially when a note-taking banner would automatically pop up every time I started a Zoom call or even made a call..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7104865) AG Ashleie G. Maternal and child health systems analyst > "I can create what works for my own personal workflow system and even link task to my calendar which helps with being a business owner, a research assistant, full time grad student and..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7143535) RV Rakhi V. QA Lead > "Finally, maintaining a clean system requires discipline: without consistent templates and naming, it’s easy for information to become scattered across pages and databases, making..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7120019) VR Verified Reviewer Senior Lead Consultant > "Its flexibility allows customization for various business and personal workflows, making it a valuable productivity tool. Although there can be a learning curve and occasional..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7143649) VR Verified Reviewer IT Engineer > "Managing permissions between public and private content is clunky and lacks transparency; for general users that need higher level permission will need some training before this..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7159603) MM Matthew M. Holistic Nutritionist > "It works well for managing notes, projects, calendars, and workflows in a single platform, so you do not have to jump between multiple apps." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7136014) Shreyas N. IT Manager > "The biggest issue is the lack of a proper offline mode. If my campus Wi-Fi drops, accessing my notes is a headache." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7150429) RC Ruth C. Virtual Assistant > "What I like most is how flexible it is, you can use it for notes, documentation, project tracking, knowledge bases, task management, and much more, all within a single workspace." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7162485) VR Verified Reviewer Senior Project Specialist > "Sometimes formatting (text modification and inserting images/videos on the Notion page) can be tricky for a new user (takes time to get used to using it)." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7089060) RV Rakhi V. QA Lead > "It’s become my primary workspace because it helps me keep everything organized in one place—notes, documentation, trackers, and plans—while still being flexible enough to adapt to..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7120019) SF Sam F. Chief Technology Officer > "They really need to add much more advanced capabilities for the custom actions for the AI. As it stands right now, the abilities provided by the custom actions are very limited and..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7125748) SM Sean M. Chief Editor at deBanked > "By taking all my notes and project tracking out of my head and structuring them in Notion, I considerably reduce my mental load and always know exactly where to look for the..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7166299) RV Rakhi V. QA Lead > "The permissions and sharing model can also be a bit confusing—especially when workspaces have many people—so it takes extra effort to ensure the right people have the right access." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7120019) JK Jonathan K. Marketing Director > "I use it for everything from organizing projects and keeping track of tasks to taking notes and planning content. Once you get the hang of it, you can set it up however works best for..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7175320) MA Mallory A. Director of Operations > "One issue I had was when I would share Notion pages, half the time the person would have to create an account and then I would get charged for extra people." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7178378) RV Rakhi V. QA Lead > "I love having everything in one place: all my notes, ideas, and work docs organized into separate workspaces with pages, folders, and databases." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7120019) KA Khyan A. Senior Business Development Representative > "Spam filtering isn’t really relevant to Notion specifically, but in terms of information management, things can become noisy if content governance isn’t handled properly internally." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7149403) Yugma S. Assay development and integration technician > "It helps to organize information like manufacturing process notes, reagent details, and documentation in one place." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7143941) ES Ehsan S. Production Manager > "Permissions and complex databases are a headache to support, and big workspaces bog down, so new editors must be taught not to kill views or duplicate fields when deploying..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7007506) MH Musa H. Project Coordinator > "It lets me organize notes, tasks, and projects all in one place, and it works well for both personal use and collaboration." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7087122) NM Natasha M. owner > "Theres nothing i dont like about notion apart from i kind of wish they had an option for a template to use for Daily To-do list so you can customise it to you own liking." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7162859) NM Natasha M. owner > "Iv used notion for about 3 years over any other planning apps and i like the layout and the choice of layouts that gives me the options to customise how i want." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7162859) VR Verified Reviewer Senior Risk Analyst > "For example, I was working on a document and went to make an edit by an @name but rather than being able to edit the text by the @name, Notion kept pulling up the @name's profile." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7091312) PO Paul O. Software Engineer > "Notion is a complete tool that allows me to centralize my notes, projects, and information in one single space." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7164859) DC Daniel C. Automation Engineer > "I dont love the fact notion AI massively increased the cost when i looked into it. Although it was a dream to have an ai with access to our documentation - the same thing can be..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7150084) VR Verified Reviewer Software Developer > "Notion is a powerful productivity app if you need a highly configurable platform and have the time to customize it, but for larger teams or those who want to get up and running..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7116941) KA Khyan A. Senior Business Development Representative > "Over time, workspaces can get cluttered with duplicate pages or outdated information if teams aren’t maintaining things consistently." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7149403) SM Sean M. Chief Editor at deBanked > "The ability to link pages together allows me to build a true knowledge network across my projects." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7166299) VR Verified Reviewer Senior Lead Consultant > "Performance may slow down with large databases or complex pages, and offline functionality can feel limited compared to some competitors." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7143649) Marco C. Pre Litigation Legal Assistant > "It is an excellent application for achieving optimal collaborative work in large teams on complete cases, as it allows you to customize notes for a better visual and informational flow." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7070212) LP Leo P. Operations Specialist > "We initially used Trello, but it was too simple and did not allow us to set up the kind of automations and pages needed to be as productive as possible." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7152748) KA Khyan A. Senior Business Development Representative > "From a sales and SDR perspective, it works really well for collaboration, knowledge sharing, onboarding, and keeping internal information organised without overcomplicating things." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7149403) RL Rosa L. Operation Engineer > "Performance can feel slow when pages become too large or heavy. And offline mode is very limited if you work without internet." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7169936) Jiahao H. Deployment Strategist > "Creating and formatting documents is intuitive and efficient, and features like tables, databases, and strong search capabilities help keep information well organized and accessible." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7073224) MARWA B. Designer > "It also depends on an internet connection most of the time, and performance can slow down when pages become large or complex." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7133229) RV Rakhi V. QA Lead > "It’s flexible enough to build anything from quick meeting notes to detailed documentation, checklists, and trackers, and it’s easy to keep things clean and searchable." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7120019) VR Verified Reviewer Prior Authorization Specialist > "I just wish I could opt out of the AI aspect. While you can still use it for anything you can think of (work, school, and personal), I feel less secure with the AI hovering over my..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7108880) CB Christa B. Security management > "I love that I can have a "Tasks" database where one item is a simple checkbox, but clicking into it reveals a full project brief, a linked "Client" database entry, and an embedded..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7069900) Jiahao H. Deployment Strategist > "Setting up effective workflows often requires significant customization, which can be time-consuming. As workspaces grow, performance can slow down, and finding information can become..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7073224) RV Rakhi V. QA Lead > "The ability to link pages together and structure information in a way that matches how I think has been a huge productivity boost." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7120019) VR Verified Reviewer Prior Authorization Specialist > "What I don’t like about notion is that it’s pivoted to AI, and I’m just trying to take notes on meetings and keep my tasks organized." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7108880) Kelly M. Owner > "Everything feels effortless when using Notion and the learning curve for me was not long at all. Once I found my groove with the way it worked, I was creating my own Notebooks for..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7111180) SM Sean M. Chief Editor at deBanked > "Without a precise idea of what you want to build, you can spend hours setting up complex templates instead of actually working." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7166299) RnM Ramón M. Office Manager > "Teams can work on the same pages in real time, share updates, and keep tasks organized in one place." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7113235) VR Verified Reviewer art > "Th platform is not as useful when is offline, it has a lot of difficulties when it manages large data." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7089261) VR Verified Reviewer Senior Risk Analyst > "Notion has a lot of nice features in their documents like being able to convert lines to tables or checklists." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7091312) Becky O. NUTRITIONIST > "I did not like how slow it was to load pages with heavy databases, which interrupted the normal workflow." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7086618) SC Sebastian C. IT Operations Technician > "Amazing do it all workspace for task management, team and project collaboration, note taking, and scheduling." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7088407) SC Sebastian C. IT Operations Technician > "The premium version was a little polarizing to deal with as many blocked features would seem free but in actuality are not." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7088407) ST Shirley T. Professional Development Leader > "Its open design concepts allow you to create and set up your tools in a layout that is based on your preferences and needs." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7059215) VR Verified Reviewer Product Community Manager > "Can be a bit confusing when you first get started, in particular on how to set up the collaborative docs and checklist elements." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7151846) SP Stephanie P. American accent coach > "I love that I can use Notion for an incredibly wide variety of purposes, from basic note-taking to project management and website creation." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7104865) VR Verified Reviewer SRE > "Sometimes moving data from Notion to other place doesn't go smoothly (it doesn't look the same as it is on Notion)" [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7143483) VR Verified Reviewer Senior Lead Consultant > "The ability to centralize knowledge, tasks, and documentation significantly improves productivity for both personal and professional use." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7143649) GS Gareth S. Area Inclusion Worker > "Unfortunately the company I worked for decided to pivot away from it and I genuinely feel like it has increased the time I send each day on tasks that could be done by Notion." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7123014) JK Jonathan K. Marketing Director > "I also like that everything syncs across my devices, so I can pick up where I left off whether I'm on my laptop or my phone." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7175320) IP Indra P. IT Manager > "The flexibility of the platform can be a bit confusing for those team members not accustomed to working with modular software." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7176539) MW Mauricio W. Senior Sales Executive at WhiteWater, Inc. > "It works well for keeping notes, planning projects, and centralizing documentation in one place." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7108549) RC Ruth C. Virtual Assistant > "The mobile app is useful, but it occasionally feels slower and less intuitive than the desktop version." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7162485) VR Verified Reviewer freelancer > "It is highly customizable, so you can build layouts that fit your personal or school/work needs." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7153598) AC Alex C. Project Analyst > "I mostly avoid using it on my phone because navigation feels clunky compared to desktop." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7169447) RnM Ramón M. Office Manager > "It’s a tool for organizing information, managing projects, and collaborating with teams in one place." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7113235) RL Rebecca L. Insights Specialist > "The few times that glitches occur and Notion will not work can be disastrous to daily productivity, as it would any time you rely too much on one single tool." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___6867252) SC Sebastian C. IT Operations Technician > "Overall a wonderful app/website for do it all workspace features that is limited by its AI integrated features and need for a premium model." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7088407) ZM Zal M. Program Manager > "Almost every platform or software we use is trying to push their AI solution, and it gets frustrating." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7142370) SP Stephanie P. American accent coach > "I also love how much you can do with it for free, and if you want increased file sizes (as I do for audio), it's only about $10 a month." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7104865) VR Verified Reviewer Senior Risk Analyst > "There are so many instances like this where I try and edit something but notion ends up pulling something else up." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7091312) AC Alex C. Project Analyst > "The fact that my whole team can collaborate on the same page in real time saves us a lot of back-and-forth emails." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7169447) VR Verified Reviewer Customer Success Lead > "Limited offline access and a less intuitive mobile app." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7124038) LP Leo P. Operations Specialist > "Another pro is the fact that it comes with so many different templates you can start from depending on what you want to create." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7152748) BW Bradley W. Director > "For very small businesses it’s somewhat cost prohibitive unless your business can make a saving elsewhere I.e. by not using o365." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7025471) KA Kovidh A. freelancer > "Its mobile app ensures I can access my tasks on the go, while the collaboration feature allows me to share notes or project updates with peers." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___6613955) SD Stacie D. Sales Coordinator > "The worst part of notion is that there is no customer support for immediate assistance." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7106333) VR Verified Reviewer Security Assessment engineer > "The browser extension of notion is the one I like the most, I use to read blogs across different websites, to organize all of them under one place so that I can go back and refer, I..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___6540628) KR Kaja R. Owner > "Time management could be improved, more into Asana/Clickup philosophy. Since it does not work this way, I use other app to manage my tasks even though I thought Notion could be..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___6491075) DC Deborah C. Content Creator > "It's crazy flexible, so I can tailor it to whatever I need and create dashboards to track my stats. And the auto-alerts are a game-changer, they keep me on top of deadlines and make..." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___6548354) IRA Imogen R. A. Digital Marketing Specialist > "The mobile app is not quite as snappy as the desktop version, and real-time collaboration with very large files lagged on occasion." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___6813302) VR Verified Reviewer DESIGNER > "You can create your templates and add only what you need for each project, so you can easily organize everything well in one place and increase transparency across your team." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___6464923) BW Bradley W. Director > "The licensing model quickly becomes expensive as you invite more people to work within your workspace." [See full review](https://www.capterra.com/p/186596/Notion/#Capterra___7025471) [View Reviews](https://www.capterra.com/p/186596/Notion/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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) ZJ Zanette J. Office Manager > "It’s just a lot to learn." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6171549) 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) 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) 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) 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) 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) 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) 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) 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) 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 > "The search/filter functions aren't available on all input fields." [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) CA Christopher A. Manager > "Staff seems resistant to change........." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4224511) 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) 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) 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) MP Melinda P. Staff Accountant > "Lack of training." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___4217436) 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) 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) 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) 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) 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) 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's supper easy to use and helpful to keep your files organized." [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) 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) 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) KF Kendall F. Administrative Assistant > "I would definitely recommend this to any accounting firm wanting to be primary digital." [See full review](https://www.capterra.com/p/197013/Firm360/#Capterra___6426768) 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) [View Reviews](https://www.capterra.com/p/197013/Firm360/reviews/) ## User interface [Notion](https://www.capterra.com/p/186596/Notion/) 4.72 (2,772) [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 Notion Top features 35/50 - 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/186596/Notion/#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 Notion is recognized as a top-rated tool in 5 Capterra Shortlist reports Firm360 Best Value Time TrackingSoftware (2023)  ### Deployment & support Notion 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 Notion - By Notion Labs - Located in United States - Founded in 2013 Firm360 - By Firm Software - Located in United States - Founded in 2019 ## 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