--- title: "Firm360 Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Firm360 the right Accounting Practice Management solution for you? Explore 159 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/197013/Firm360/reviews/" page_type: "reviews" language: "en" publication_date: "2026-11-09" --- Firm360 4.7 (173) [View alternatives](https://www.capterra.com/p/197013/Firm360/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated November 9th, 2026 # Reviews of Firm360 Ease of use 4.6 Customer Service 4.8 ## Pros and Cons in Reviews BB Benjamin B CFOAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ September 8, 2025 TB Tempi B Certified Public AccountantAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “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.“ September 8, 2025 BB Benjamin B CFOAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ September 8, 2025 TB Tempi B Certified Public AccountantAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “Our clients struggle with using a mobile device for document upload.“ September 8, 2025 Ashleigh L Audit ManagerAccounting, 11 - 50 employeesUsed the software for: Less than 6 months. “From time tracking to billing and project management, it’s an all-in-one solution that has streamlined our workflows and improved efficiency.“ December 20, 2024 SB Shayla B Staff AccountantAccounting, 11 - 50 employeesUsed the software for: 6-12 months. “It's not as visually organized as I'd prefer“ December 10, 2024 MR Monica R Enrolled Agent and PresidentAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “Now, everything is streamlined in one place—client management, document storage, task tracking, and communication.“ September 8, 2025 KY Kelly Y Staff AccountantAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “I know it's important, but being automatically logged out after a certain time and re-signing in and waiting for the text code gets to be obnoxious throughout the day.“ October 11, 2024 ## Showing most helpful reviews Showing 1-25 of 173 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Katerine & Pascal G. Wealth Specialists ### "Connected Tax Workflow That’s Easy to Manage" November 12, 2026 4.0 Collecting tax documents Pros It helps combine the workflow across all tax-related aspects, keeping everything more connected and easier to manage. Cons The UI could be better; it still isn’t simplified enough. Review Source Dylan M. Bookkeeper & Personal Taxes ### "Billing and Invoicing Systems That You Will Love!" November 10, 2026 5.0 We didn't really have any issues before, we just wanted to find a tool or system that would create recurring billing. Pros The Firm360 support desk is very efficient. Our firm is mainly using this for billing and invoicing as well as client document uploads, and we LOVE it so far! Cons We do NOT like how much setup integration that we have to do on our end, we thought the support team would be doing majority of it. Review Source Shai D. Manager Used the software for: 1-3 years ### "Firm360 Is User-Friendly and Simple to Navigate" November 10, 2026 5.0 Being able to track projects on a dashboard that is functional and easy to follow. Pros Firm360 has an ease-of-use quality: it is user-friendly and simple to navigate. Cons Creating new clients and attaching entities or fiduciaries to those clients can be cumbersome. Similarly, creating an account for a child of a client can fall into the same category. Review Source Brittany K. Tax Senior Used the software for: Less than 1 year ### "Full Project Visibility with Clear Staff Assignments and Due Dates" November 10, 2026 4.5 Client projects and project statuses versus due dates; allows us to manage time and client expectations. Pros It allows a full view of projects, staff assignments, and due date that link between individual and business entities. Cons I wish there was a better use for the folders. I think it would be nice to not see everything in a global folder and instead when you click on the client documents it is filter by folders and you see the folders first, not listing every document and noting what folder it is in. Review Source Cathy D. Admin Assistant / Bookkeeper Used the software for: Less than 1 year ### "Firm360: Intuitive Tax Prep with Handy Document Merging" November 5, 2026 4.5 Firm360 has allowed us to completely digitize all of our client files. We still work from paper copies but are moving towards working strictly from digital to better facilitate file management for working remotely. Pros Although I have never worked with another program for tax preparation I have found Firm360 relatively easy to use, it has been features that are extremely intuitive and helpful, like being able to merge documents together and even re-arrange the order of the documents. Cons I find that creating reports is a little cumbersome and not so intuitive. Review Source Thanh N. Tax Preparer Used the software for: 1-3 years ### "Great for Tracking Client Interactions and Document Uploads" November 4, 2026 4.5 Tax projects assigned to me and I am able to filter and keep track of my to-do projects. Pros Keep track of client interactions as well as client actions such as uploading documents. Cons Some clients said they were not able to access. Review Source Owner Used the software for: Less than 1 year 4.5 November 11, 2026 AI summary based on a full review This software provides a streamlined experience by focusing on client management, which simplifies tracking of projects and tasks. However, there are some enhancements that could make the platform even more comprehensive. Log in to unlock the full review, detailed ratings, and pros & cons Tax Supervisor 4.0 November 10, 2026 AI summary based on a full review The clear layout and attractive design of the software contribute to a positive user experience. However, the demo process could be improved to include more hands-on interaction. Log in to unlock the full review, detailed ratings, and pros & cons Senior Audior Used the software for: Less than 1 year 4.0 November 10, 2026 AI summary based on a full review Firm360 is appreciated for its adaptability and potential for future enhancements, making it a trustworthy option. However, it does not yet provide the comprehensive customization features that users seek, particularly in project workflows and billing. Log in to unlock the full review, detailed ratings, and pros & cons Billing Used the software for: Less than 1 year 5.0 November 10, 2026 AI summary based on a full review This software simplifies billing and invoicing, contributing to a more efficient workflow. There is room for improvement in how it organizes open invoices, which could enhance usability. Log in to unlock the full review, detailed ratings, and pros & cons Accountant Used the software for: 1-3 years 3.5 November 6, 2026 AI summary based on a full review This tool is effective for collecting and organizing client information in one place, which is a significant advantage. The learning curve associated with the interface can be a drawback for new users. Log in to unlock the full review, detailed ratings, and pros & cons Principal Used the software for: Less than 1 year 5.0 November 5, 2026 AI summary based on a full review This tool simplifies time tracking for clients, enabling users to report hours efficiently. However, the need to log in for every session can be inconvenient during time-sensitive tasks. Log in to unlock the full review, detailed ratings, and pros & cons Operations Manager Used the software for: 1-3 years 4.0 November 5, 2026 AI summary based on a full review Firm360 enhances transparency and accountability within firms by providing organized access to client documents and automated invoice reminders. Despite its strengths, the project management functionality could be simplified to better handle complex workflows and deadlines. Log in to unlock the full review, detailed ratings, and pros & cons Owner, administrator, user, bookkeeper Used the software for: Less than 1 year 4.5 November 4, 2026 AI summary based on a full review This platform effectively centralizes operations, making it easy to access everything from one location. On the downside, printing issues with Lacerte can complicate the process of sending client documents. Log in to unlock the full review, detailed ratings, and pros & cons Ashleigh L. Audit Manager Used the software for: Less than 1 year ### "Love this software" January 3, 2025 5.0 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 Response from Firm Software 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 Benjamin B. CFO Used the software for: 1-3 years ### "Firm360 Review" October 10, 2025 5.0 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 Administrative Manager Used the software for: Less than 1 year ### "Our Firm Review" May 16, 2022 1.0 Sometimes when we e-mail with questions, we hate that it has to be assigned a work ticket and then we get an e-mail back saying go to this link to get more information or try this when what we really want is for someone to pick the phone up and give us a call. We feel like there is not alot of customer service real time interaction. Pros We like that we can see at a glance on our dashboard what work we have assigned to us as it comes in and the appropriate staff check in the projects. Cons The staff who have to scan the docs to Firm360 under the clients' accounts would like to have the option of using Folders on the Documents Tab to help organize the docs better...similar to what we had with another software company. I don't like that I can't run a better time entered report to calculate payroll hours to be paid. The staff doesn't like that when we print a tax return from one software program it doesn't talk to Firm360 to scan the TR doc directly to the clients' folders...that we have to save to desktop then scan to Firm360. Switched from Trying to save money but have found out that it is not saving us any time...in fact, it has made our admin time increase due to the fact that we are not familiar with FIrm360's capabilities so we are stumbling along and trying to figure it out for ourselves. We also feel like our training time should have been re-visited after using the product for three to four months, especially since we bought the product close to a tax season. Reasons for choosing Firm360 The sales staff made it sound like a breeze to use, and we are finding out this is not the case. Review Source Response from Firm Software May 16, 2022 Cindy - Wow! I am really sorry to hear that you feel this way. We want to make things right by you. 1) We have a toll free support phone number you can call any time. We will email you that info so you have it. 2) Some of your concerns can be accomplished, lets line up a call to review your processes and see if we can help you out 3) We are also reviewing your feedback for any enhancements we can add to the product, and will let you know as they are released. Thanks, Clay Office Manager Used the software for: Less than 1 year ### "Love Firm360" September 9, 2025 4.0 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 Response from Firm Software 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! MJ Melissa J. Admin Used the software for: Less than 1 year ### "Easy to use " September 9, 2025 5.0 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 Response from Firm Software 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. MP Matt P. Partner Used the software for: Less than 1 year ### "An excellent fit for our new firm" December 18, 2024 5.0 Firm360 has been an excellent fit for our new firm. It checked off boxes that others in the market couldn't, including the most reputable software companies. We're extremely happy with the decision we made to go with them! Pros Project templates, task management, client portal, document management. Cons AI tools are currently lacking. Hoping they add this in the future. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Outgrew our previous solution and needed something more robust Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Reasons for choosing Firm360 Document management was better. Liked the UI better. Review Source Response from Firm Software September 17, 2025 Thanks for being a Firm360 customer, Matt! We’re so excited to hear that Firm360 has been the right fit for your new firm. It’s fantastic that tools like project templates, task management, the client portal, and document management are helping your team hit the ground running. Your feedback on AI is very helpful, and we’re always looking ahead to add more value. We’re honored you chose Firm360, and we look forward to growing with your firm. MR Monica R. Enrolled Agent and President Used the software for: 1-3 years ### "Firm360 Has Completely Transformed My Firm!" October 10, 2025 5.0 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 Senior Tax Accountant Used the software for: 3-5 years ### "Senior Tax Accountant" September 9, 2025 5.0 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 Response from Firm Software 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! Tempi B. Certified Public Accountant Used the software for: 3-5 years ### "We love Firm 360!" September 9, 2025 5.0 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 Response from Firm Software 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. KG Kelli G. Accountant Used the software for: 3-5 years ### "Firm360 is an asset " December 18, 2024 5.0 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 Response from Firm Software 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 Denise B. Licensed Tax Consultant Used the software for: 1-3 years ### "Highly Recommend Firm 360 " December 20, 2024 5.0 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 Response from Firm Software 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! 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