# Firm360 Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Firm360 Software - reviews, pricing plans, popular comparisons to other Time Tracking products and more. Source: https://www.capterra.com/p/197013/Firm360 --- # Firm360 Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Firm360 ## What is Firm360? Firm360 is the all-in-one platform built for accountants by accountants to eliminate the chaos of juggling disconnected tools and manual processes. We understand the work behind the workflow — so we’ve designed Firm360 to streamline every part of running an accounting firm. From project management and client communication to time tracking, billing, e-signatures, reporting, and secure document sharing, everything is in one place. Firms use Firm360 to save hours each week, improve team collaboration, and deliver a better client experience. More than 3,000 accounting professionals trust Firm360 to operate with clarity, not complexity — supported by tailored onboarding, ongoing training, and a responsive team that’s always ready to help. ## What is Firm360 used for? [Time Tracking](https://www.capterra.com/time-tracking-software/)[Project Management](https://www.capterra.com/project-management-software/)[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/) Top alternative Featured Overall rating Based on 159 user reviews Reviews sentiment Positive 95% Neutral 4% Negative 1% Starting price $49 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Firm360?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.myfirm360.com&name=Firm360) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Firm360 4.7 (159) VS. [4.6 (5,127)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting Price $49 Per User, Per Month Starting Price $29 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (159) Ease Of Use 4.7 (9,238) Value For Money 4.6 (124) Value For Money 4.5 (6,908) Customer Service 4.8 (140) Customer Service 4.6 (6,206) ## Firm360 alternatives Highest Rated [4.6 (5,738)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (15,339)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting price $7.91 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.2 (2,007)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (2,948)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/197013/Firm360/alternatives/) ## Who uses Firm360? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Task Management 4.6 (83) 71.08% of 83 reviewers that rated this feature as important or highly important With this capability, you can organize, assign, and automate tasks, track project progress, and set reminders. Reviewers appreciate how it streamlines workflow, keeps everyone updated, and reduces missed deadlines, though some mention a learning curve compared to other systems. Online Time Tracking 4.7 (58) 77.59% of 58 reviewers that rated this feature as important or highly important Firm360 gives you an easy way to track and edit time entries from anywhere, helping you manage billing, payroll, and project costs accurately. Some reviewers find it simple to use and valuable for remote work, though a few say editing entries could be improved. Project Planning/Scheduling 4.6 (45) 62.22% of 45 reviewers that rated this feature as important or highly important Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Online Invoicing 4.5 (42) 54.76% of 42 reviewers that rated this feature as important or highly important Create, send, and view electronic invoices Task Scheduling 4.6 (38) 63.16% of 38 reviewers that rated this feature as important or highly important Track and manage the scheduling of tasks Task Progress Tracking 4.6 (35) 80.00% of 35 reviewers that rated this feature as important or highly important Track the status and progress of tasks Firm360 110 features An @mention is a way to tag or notify a specific person about a message/post Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval Assign issues and tasks based on availability or required skills Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Compare and match accounting/financial records with corresponding bank statements Track billable hours and/or non-billable expenses for work performed Create, manage, and send invoices or bills to customers Gateway through which end users can view past bills and pay current invoices Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Track and manage schedules and meetings via an integrated calendar Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track employees' arrival and departure timings for payroll purposes Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Accept and process credit card transactions Add customized logos and colors to align with company branding Alter the layout and content of dashboards Customize data fields to support various needs and use cases Invoices that can be tailored according to company's branding, payment terms and personalized information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Specify or track the date/time a project, task, etc., is due for completion Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Electronically collect payments for goods or services Electronic storage of staff/employee contact information and job status in a centralized repository Track employee schedules, availability, and performance across projects and tasks Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Move files across different systems or networks Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Software specialized for accountants and accounting firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Business model that charges based on the amount of time spent on an hourly basis Create invoices from scratch or have recurring invoices Store and view prior invoices for each account/client Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Monitor task progress and planned accomplishments to better manage project status Access software remotely via mobile devices Clients can submit payments via mobile devices Different tiers of pricing and billing for different employees and situations Ability to handle several projects simultaneously Create, send, and view electronic invoices Accept and process online payment transactions Firm360 gives you an easy way to track and edit time entries from anywhere, helping you manage billing, payroll, and project costs accurately. Some reviewers find it simple to use and valuable for remote work, though a few say editing entries could be improved. Accept, record, and reconcile financial transactions Manage employee salary processes, data, taxes, and records administration efficiently Arrange tasks based on the level of priority or urgency Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Reporting on how each user, task or process has advanced since its initiation Business model that bills clients an amount based on the project/task/job performed Plan and coordinate all the resources, costs and time needed to execute assignments Organize and schedule projects Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Pre-designed project plans that can be customized Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Create, manage, or update project workflows. Integrates with QuickBooks Active reporting of data and metrics Set the frequency of a task's occurrence Automated process of charging customers at regular intervals for repeated access or use of a product or service Timed notification for any upcoming task, deadline, appointment, or activity Provide support to your customers and employees remotely over a shared network Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Process of planning, scheduling and executing the optimal and effective use of human capital across projects Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches UI looks like a spreadsheet Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Schedule shifts for staff/employees, track hours worked, and manage staff payroll Track the status over time for a request, process, asset, or transaction Attach digital tags to documents and assets for identification, search, or monitoring purposes UI looks like task board Edit task information and all related elements With this capability, you can organize, assign, and automate tasks, track project progress, and set reminders. Reviewers appreciate how it streamlines workflow, keeps everyone updated, and reduces missed deadlines, though some mention a learning curve compared to other systems. Track the status and progress of tasks Track and manage the scheduling of tasks Add labels or tags to tasks Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Measure and track time including hours worked and paid time off (PTO) Track the amount of time spent on a job or task A digital list of items that need to be completed Track revisions and updates made to files and navigate between different versions Alter the default workflow to meet your organization's needs Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.5 (159) 4.5 Based on 159 reviews ## Pricing Value for money 4.6 (124) [View pricing plan details](https://www.capterra.com/p/197013/Firm360/pricing/) Basic $49.00 Per User,Per Month It includes: - Client Management - Document Management - Secure Client Portal - Time Tracking and Billing - Basic Reporting - Collect Payments - Standard email support - Video based training Standard $79.00 Other,Per Month It includes: - Project Management - Automated A/R Collections - Advanced Reporting - Custom Fields - Integrations - Training and onboarding Premium $99.00 Other,Per Month It includes: - E-signature licenses - Integrations with Zapier and Open API - Premium training and onboarding - Dedicated Customer Success Manager - Premium email and phone support Value for money 4.6 (124) 4.6 Based on 124 reviews ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ RightSignature](https://www.capterra.com/p/220507/RightSignature/) 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. ## Support, customer service and training options Customer Service 4.8 (140) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (140) 4.8 Based on 140 reviews ## User reviews Overall rating 4.7 Based on 159 reviews Filter by rating 5(122) 4(29) 3(6) 2(0) 1(2) Mentioned topic Sorted by most recent MR Monica R. Enrolled Agent and President Accounting ### "Firm360 Has Completely Transformed My Firm!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 8, 2025 Firm360 has been a game changer for my accounting practice. Before switching, I was juggling multiple systems, endless emails, and sticky-note reminders. Now, everything is streamlined in one place—client management, document storage, task tracking, and communication. What I love most is the workflow automation—nothing falls through the cracks anymore. My team knows exactly what needs to be done and when, which has improved both productivity and client satisfaction. The portal makes it easy for clients to securely upload and access documents, saving us countless back-and-forth emails. The software is also very intuitive; onboarding was smooth, and the customer support team is fantastic—responsive, knowledgeable, and genuinely invested in helping my firm succeed. Thanks to Firm360, we’ve saved hours each week, improved collaboration, and elevated the client experience. If you’re running an accounting firm and want to scale without burning out, this is the software you need. Pros Easy to use, powerful workflows, excellent client portal with invoice and merchant service and top-notch customer support. Cons Just like any software, implementation was the worst part. But after it was implemented, it has been smooth sailing. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JR Jennifer R. Office Manager Accounting ### "Love Firm360" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 8, 2025 It's been great. Their support is fantastic and they are quick to respond. Also, they are incredibly patient when training. Our firm had to find a new CRM platform when our old one was no longer being supported and we tried another cloud based platform prior to Firm360 and it was riddled with issues. We kept with it for 2 years and just couldn't deal with it any longer. The team at Firm360 made the transition easy and even though we had just learned and gotten used to the former one, switching again to a new one was a lot easier than expected. Pros Their project management is great, it meets most of our firms needs and once we were fully set up, it has really increased our efficency. Cons Their billing portion could use some work. It would be great if their invoicing and statements were a little more personalizable. Switched from [MangoApps](https://www.capterra.com/p/131314/MangoApps/) Too many issues with the platform. Very "buggy" Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reasons for choosing Firm360 It met our firms needs the best. Also their support is very present. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 16, 2025 Thank you so much for your thoughtful review, Jennifer! We’re thrilled to hear how smooth the transition was for your firm and that our project management tools are boosting your efficiency. It’s also wonderful to know our support team’s patience and responsiveness stood out during training. We hear your feedback on billing and invoicing personalization and have shared it with our product team. In the meantime, please don’t hesitate to reach out to support@myfirm360.com with any specific needs. We truly appreciate having you as part of the Firm360 community! BB Benjamin B. CFO Accounting ### "Firm360 Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 8, 2025 Our overall experience with Firm360 has been excellent. The software has truly transformed the way our tax and accounting firm operates by giving us a centralized platform for managing clients, documents, and workflows. While there was a bit of a learning curve in the beginning, once our team became familiar with the system, it has been nothing but smooth sailing. We’ve seen noticeable improvements in efficiency, organization, and communication across our firm. The support team is always responsive and helpful, which makes the transition and ongoing use even better. Firm360 has become an indispensable tool for us, and we genuinely feel it has elevated the way we serve our clients. Pros Our tax and accounting firm has been using Firm360, and we absolutely love it. The software has streamlined so many aspects of our day-to-day operations—client management, workflow tracking, document organization, and team collaboration all in one place. It’s intuitive, efficient, and truly designed with accountants in mind. What we appreciate most is how much time it saves us. Tasks that used to require multiple programs and manual check-ins are now centralized, which has boosted both our productivity and client service. The support team is also fantastic—responsive, knowledgeable, and always willing to help. Firm360 has become an essential part of how we run our firm. If you’re looking for an all-in-one solution to manage your accounting or tax practice, I couldn’t recommend it more highly. Cons Like any robust all-in-one platform, Firm360 does have a bit of a learning curve in the beginning. It takes some time for new users to get fully comfortable navigating all the features, but once you’re familiar with the system, it quickly becomes second nature and the efficiency gains are well worth it. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) [CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/) We switched from our old software because it felt disjointed and limited. We were constantly jumping between multiple programs to handle client communication, document storage, and workflow tracking, which created inefficiencies and wasted valuable time. Firm360 offered us an all-in-one solution that centralized everything in a single platform. The ability to manage clients, track projects, and securely store documents in one place has been a game-changer. We wanted software that could grow with our firm and make our processes more efficient, and Firm360 has delivered exactly that. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TB Tempi B. Certified Public Accountant Accounting ### "We love Firm 360!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 8, 2025 Overall, we are very satisfied with Firm 360. The small things we dislike are not deal breakers and the efficiency, data security and workflow support the software provides has transformed tax season for us from what it was five years ago. The other huge benefit is tech support is very responsive and quick to resolve issues and communicate back to us. Overall, we are a very satisfied customer and highly recommend them. Pros This software has been a game changer for our firm to help us ensure data security and gain efficiency in our firm. Cons I wish they had a mobile app. Our clients struggle with using a mobile device for document upload. The end user experience trying to access and upload to the portal on a mobile device is poor. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 16, 2025 Thanks, Tempi! We’re so glad to hear that Firm360 has transformed your tax season and helped your firm with efficiency and data security. It’s also great to know our support team has been responsive for you. We hear you on the mobile experience and have shared this feedback with our product team. If you have more ideas, we’d love to hear them at support@myfirm360.com. KR Krunal R. Senior Tax Accountant Accounting ### "Senior Tax Accountant" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 8, 2025 The overall experience with Firm360 is positive, especially for small and medium-sized accounting firms. Pros It's an all-in-one platform for managing accounting practices and their responses. We appreciate having time tracking, billing, project management, client communication, and document storage all in a single, organized platform. This consolidation helps firms streamline workflows and eliminate the chaos of using disconnected systems. Cons Problems with PDF document management and syncing. Features for managing documents were criticized for being customer-centric. For example, some reviewers noted that downloading multiple documents at once required first merging them into a single PDF. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 16, 2025 Thanks so much for sharing your experience, Krunal! We’re thrilled to hear that Firm360 has helped streamline workflows for your team by bringing time tracking, billing, project management, and communication all into one place. That’s exactly what we aim for. We also appreciate you pointing out the challenges with PDF management and syncing. Feedback like this helps us prioritize improvements. Our product team is actively exploring ways to make document handling smoother. If you’d like to share more details or ideas, please reach out anytime at support@myfirm360.com — we’d love to hear them! MJ Melissa J. Admin Accounting ### "Easy to use " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 8, 2025 I have enjoyed using FIRM 360, it has been a huge upgrade from our previous software and keeps everything in one palce. Pros Its simple to use, \[sensitive content hidden\] has been very responsive to messages and anytime anyone needed help, it is nice to track projects with. Cons I think the only thing I have disliked so far is if I am on page 7, and click an client, if I hit the back space, it will take me back to page 1. Switched from [Document Intelligence](https://www.capterra.com/p/10012900/Document-Intelligence/) Slow, couldn't customize once, had to use multiple interfaces to do what 360 does in once. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 16, 2025 Thanks so much for your review, Melissa! We’re thrilled to hear Firm360 has been such an upgrade for your team and that you’re finding it simple to use and helpful for tracking projects. We also appreciate you pointing out the back button behavior — feedback like that helps us improve the experience. If you have more ideas or run into other quirks, feel free to reach us anytime at support@myfirm360.com. Ashleigh L. Audit Manager Accounting ### "Love this software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 20, 2024 Firm360 has been a game-changer for our accounting firm! The software is intuitive, user-friendly, and designed with the needs of accounting professionals in mind. From time tracking to billing and project management, it’s an all-in-one solution that has streamlined our workflows and improved efficiency. I highly recommend Firm360 to any accounting firm looking to modernize their operations and stay ahead of the curve. Pros The customer support team is exceptional—they’re always responsive, knowledgeable, and willing to go the extra mile to ensure we get the most out of the platform. Cons not really a con - but I wish that while searching through tasks you could drill down to the client custom fields like you can in projects. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 17, 2025 Thanks so much for your thoughtful review, Ashleigh! We’re thrilled to hear that Firm360 has been a game-changer for your firm and that our support team has been so helpful — that means a lot to us. Great callout on drilling down to client custom fields in tasks; we’ve shared that with our product team. If you have more ideas, we’d love to hear them at support@myfirm360.com SB Shayla B. Staff Accountant Accounting ### "Powerful software package" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 10, 2024 Pros Overall power of the software package to manage firm clients, including keeping time, invoicing, document storage, securely sending messages and documents back and forth between clients and accountants Cons It's not as visually organized as I'd prefer Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 17, 2025 Thanks for sharing your review, Shayla! We’re so glad to hear that Firm360’s all-in-one tools for time, invoicing, document storage, and secure client communication have been so powerful for your work. We appreciate your note on visuals. Our team is always looking for ways to make the experience more streamlined. If you have more suggestions, we’d love to hear from you at support@myfirm360.com DB Denise B. Licensed Tax Consultant Accounting ### "Highly Recommend Firm 360 " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 9, 2024 I have enjoyed learning the software and the normal frustrations when you are learning new software have been very minimal. Pros Ease of learning and use. I am a new user to this software and have found it very easy to use. Cons As a new user to the software, I have not found anything. I have been amazed at the capabilities and various uses for the software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 17, 2025 Thanks for being a Firm360 customer, Denise! We’re so glad to hear that your learning curve has been smooth and that you’ve found the software both easy to use and powerful. It’s wonderful to know it’s been a positive experience from the start. If you ever have ideas as you continue exploring, we’d love to hear them! KG Kelli G. Accountant Accounting ### "Firm360 is an asset " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 6, 2024 Organization and collaboration are a big win with Firm360. As business moves toward paperless, this platform assists with teamwork and client satisfaction in an increasingly digital age. Pros Firm360 makes so many tasks more organized and efficient than software I've used. Project collaboration across a team is easier than ever. Document management is streamlined. The client portal eliminates the need to pass paperwork or clutter up email inboxes. Time tracking is simple. Cons Getting clients set up to access the client portal has had a few stumbles Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 17, 2025 Kelli, thank you for being a Firm360 customer and for sharing your experience! It’s great to hear that the platform has helped your firm stay organized, simplify time tracking, and collaborate more easily as you move toward a paperless workflow. We understand that getting clients started in the portal can sometimes take a little extra effort, and we’re continually working to make that setup as seamless as possible. If you’d like to share more on your experience, our team is always available at support@myfirm360.com [View all Reviews](https://www.capterra.com/p/197013/Firm360/reviews/) Popular comparisons [Clockify vs Firm360](https://www.capterra.com/compare/169607-197013/Clockify-vs-Firm360)[Connecteam vs Firm360](https://www.capterra.com/compare/153140-197013/Connecteam-vs-Firm360)[BigTime vs Firm360](https://www.capterra.com/compare/131076-197013/BigTime-vs-Firm360) [monday.com vs Firm360](https://www.capterra.com/compare/147657-197013/monday-com-vs-Firm360)[Jira vs Firm360](https://www.capterra.com/compare/19319-197013/JIRA-vs-Firm360)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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