# Page 3 | Firm360 Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Firm360 the right Time Tracking solution for you? Explore 159 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/197013/Firm360/reviews --- Firm360 4.7 (159) [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 March 13th, 2026 # Page 3 - Reviews of Firm360 ## Showing most helpful reviews Showing 51-75 of 159 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JP Judy P. Office Manager Accounting Used the software for: 6-12 months ### "My Personal Experience" May 12, 2022 5.0 Firm360 came into our firm at the right time. We had ample time to convert the data and get the flow set up before tax season began. The Firm360 staff was extremely helpful and answered all our questions (more than once sometimes). The product is easy to use and has allowed our company to streamline our processes. Pros Firm360 is very easy to use and often customizable to our firm. Software suggestions were always welcomed and often implemented. The staff are very helpful and always timely. The Invoice creation process was smooth and saved me a lot of time. I do love the User Manual. Cons As with any software, there are always features that can be improved and Firm360 is no different. Reason for choosing Firm360 I was impressed with the User Manual (this was non-existent with old company) and the ease of processing Invoices and the smooth flow of the projects. Review Source Response from Firm Software May 17, 2022 Judy - thank you for the feedback! DW Debbie W. Vice President Accounting Used the software for: 6-12 months ### "First Time User Well Pleased " May 17, 2022 4.0 Love the program, love the team that is always responsive and take feedback into consideration for making their program better. An experience that has overwhelming been much better than prior experiences than other companies. Would recommend to others . Pros The software is user friendly, easy to learn. For the most part makes sense on how it flows. Once you have the knack of how it works with Adobe Acrobat life becomes much easier. Cons Non consistency within the program with Alphabetized lists . Report options and some of the billing analysis needs to be a bit more robust. Reason for choosing Firm360 We liked the introduction we received and the people we met behind the product. Ease it appeared of use and the support promised. The reasonable price for the product also was considered. Switched from [CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/) lack of customer support, down time with the system, cost for poor service Review Source Response from Firm Software May 23, 2022 Thank you for this feedback Debbie! LA Leigh A. Communications Director Accounting Used the software for: 6-12 months ### "Best option we found, love this tool!" June 29, 2021 5.0 100% positive. We really do love the features we do use and the fact that we can grow into it so much more because it has so much to offer. Pros We shopped for a long time before choosing 360. Once we found it and talked with their staff, we instantly felt all the niggles and reservations disappear. We knew this was the program for us, and it has been such a godsend to our practice. We regret nothing. You won't either. Cons The most difficult thing is having to change how you run your practice to incorporate the program. Change can be hard, and setup takes time, but it's worth it in the end. Any struggle you have with the software is either misusing it or the staff can add it as a feature pretty quickly. They're very responsive in either case. Reason for choosing Firm360 It felt like the best fit in every way - client management, portal, billing, payment processing, electronic invoicing, and overall practice management. Review Source Response from Firm Software June 30, 2021 Leigh - Thank you for the feedback. We love to hear that our users are having success with Firm360! CL Cora L. Staff Accoutant Accounting Used the software for: 6-12 months ### "Firm360" November 19, 2022 5.0 I have had a great experience with Firm360. The software is really easy to use and figure out, and fits all of the needs for my job. The support for Fimr360 is great. Someone always gets back to me very quickly and they have always been helpful. Pros I think this software is user-friendly and was very easy to figure out. I love how easy it is to take payments from clients, create invoices, track project progress, and find client information. Cons It would be helpful if the software had an accounts receivable ledger to track all of the invoices and payments from clients in one place. We have had clients that want proof that they did or did not pay for an invoice and I have to create something to send them to show each invoice sent to them and each payment that we received from them. Reason for choosing Firm360 The project management seemed to be the best out of all of the other products we looked at. We really like that you could track projects very easily, document the steps of the project, and easily move the project from one person to the next. Review Source NW Nani W. Bookkeeping/Office Manager Accounting Used the software for: Less than 6 months ### "McManus Tax Review " November 17, 2022 5.0 Easy to use. Easy to work with. All around grateful for this product. Pros I enjoy how user friendly it is. It's relatively easy to jump in and use it without having to have a background in programming. Cons I wish invoices could sync into QuickBooks desktop. I understand how the founder does his bookkeeping and sales tracking, but we enjoy having both recourses and do not typically put all our eggs in one basket... or data in this case. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing Firm360 I think that Canopy had a better portal system. We didn't have to have a social security number in there or put all "1s" so a client could access. The set up for clients was really easy and the payment system was also easy. Didn't' require a test deposit or anything like that. Simple click to pay. Also they have extended hours during tax season for customer service and tech support. And wow oh wow their customer support is super nice. Extremely patient, able to hear what we want in a system and be able to make it work with out trying to talk us out of what it is we want. Which is awesome. Switched from [Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/) They were extremely inconsistent, always having cloud issues and not having access to the site. The invoices weren't actually sending to our clients which we were unaware of. They offer sync agent into QuickBooks Desktop but that also didn't ever work fully. Their ACH payment system was always failing, and clients would constantly have to contact us to let us know. But more than anything, they would never ever respond. I would try and schedule follow up phone calls, or meetings or even just emails and they totally ghosted us. To this day, they never followed through with a resolution and literally don't even know we don't' use their product. Review Source CJ Catherine J. Accountant Accounting Used the software for: 6-12 months ### "My Thoughts on Firm360" May 12, 2022 5.0 Pros This software is amenable, flexible and supportive. It is capable of managing different aspects of our practice, from straight-forward corporate year-end file preparation, to the longer-term steps of an Estate project, and specialty tax engagements. Cons A teeny-tiny quirk of the timer - when using the timer, if I go off the page to work in another window, the timer stops moving, although it's keeping proper time in the background - I can't come back to the window to see how much time has passed. I have to post the time to see the total. Review Source Response from Firm Software May 16, 2022 Catherine - Thank you for this feedback! KM Kevin M. kevin@nyobc.com Accounting Used the software for: 6-12 months ### "Best Accounting/Tax Firm Management Software" September 8, 2022 5.0 If you are looking for a practice management solution for your bookkeeping, payroll, tax, and consulting practice, look no further! Firm360 is the answer. Pros Firm360 is by far the best solution for accounting and tax practice management. The application is outstanding. It includes everything we could want in project management, document management, and even CRM. The staff is friendly and highly knowledgeable. Improvements are being made all the time. Good ideas from customers get the attention and action they deserve. Cons There is nothing I like least about this software. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[BigTime](https://www.capterra.com/p/131076/BigTime/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Firm360 Firm360 is explicitly geared toward accounting/tax firms. The company understands the accountant's terminology and firm structure. Predesigned project templates are relevant and applicable to our workflows. Switched from [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) Smartsheet's notification system went haywire right in the middle of tax season. Tech support admitted there was a problem but would do anything to fix it. Our administrator was suddenly receiving hundreds of unnecessary email notifications daily from Smartsheet. Review Source Response from Firm Software October 3, 2022 Kevin - thanks for the feedback and kind words! We appreciate the feedback you have provided as you got used to the product, which helps us improve things for everyone. BW Ben W. Senior Accountant Non-Profit Organization Management Used the software for: 6-12 months ### "A Great Task Management Software" May 13, 2022 5.0 I love the easy to use software and tabs. Since the majority of us work remote it's a good "home base" to have to make sure all your tasks are being completed and on time. Pros I love having a centralized location for all my daily, monthly, and qtrly tasks. We can then break them down even further by different locations/departments. Cons I think there are some repetitive features within the software. Like activities, projects, and tasks. I feel like there could be only one or two of those options. Overall I think the software is user-friendly and very helpful for work-life organization. Switched from [monday.com](https://www.capterra.com/p/147657/monday-com/) With Firm360 we had an easier time breaking down all my daily, monthly, and qtrly tasks by department/location etc. The customization features are far superior. Review Source Response from Firm Software May 16, 2022 Ben - Thank you for taking the time to provide us with this feedback! KK Kathy K. Payroll Specialist Accounting Used the software for: 6-12 months ### "Firm 360 review" December 14, 2022 5.0 My over all experience with this software is very good I would recommend it to others. Once everything is setup which is always the difficult part you are good to go. Pros I like that I am able to see everything I have planed for each week and manage my time on a project and that our firm is able to see how we are progressing in out projects in a timely manner. It is very user friendly. Cons Wish there was a better way for the software would mark you project completed for you. Review Source Ross W. Staff Accountant Accounting Used the software for: Less than 6 months ### "Good website" February 16, 2024 5.0 Very smooth. Very useful website for our firm. Pros It fit the needs of our firm better than our previous equivalent. Cons A few minor tech bugs that will hopefully be fixed with future updates. How slow it takes the billing page to sort by biller. Switched from [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/) It wasn’t Teams. It made me choose from list. Thompson Reuters Practice CS was very inefficient. It wasn’t working for us anymore. Review Source CH Cyndi H. Owner Accounting Used the software for: Less than 6 months ### "Firm 360 Goes Above & Beyond" October 26, 2020 5.0 So far our experience with Firm 360 has been great. This software is helping our employees know what they need to do and to stay on track and meet deadlines. It is helping our client data stay up to date and easily accessible to the whole firm. Also, which is a huge bonus, the \[SENSITIVE CONTENT HIDDEN\] are wonderful to work with and strive to incorporate new ideas all the time. If you even think something would be nice to have, even if it's just a time saving feature, you let them know and they put it into action as quickly as possible. I see the software getting better all the time. Pros The sync to QBO feature makes Firm 360 very easy to use for updating client data, adding new clients, and most especially billing. Once you get used to having Firm 360 be the "driver" for client data having the sync to QBO automatic, you find that your firm's QBO file gets cleaned up pretty quickly and stays that way. The sync feature also makes billing out of Firm 360 so easy. You can create the invoice in Firm 360 and it flows right into QBO so that your A/R stays up to date. Cons 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 client list is displayed. We have never used client numbers and having used QBO since our inception, we are used to having our clients listed in alphabetical order. Having the list displayed in alpha order helps when adding a new client to be slotted in automatically in it's correct placement. With the client numbering system, the clients are in no particular order so it makes my OCD go nuts when looking at the client list. Reason for choosing Firm360 Firm 360 was developed by a CPA for his own firm and took their specific needs into account when deciding what features to implement. Other software, while it would probably have worked with some "work arounds", Firm 360 meets our needs so much better because it was designed with accounting firms in mind. Also, the \[SENSITIVE CONTENT HIDDEN\] really listened to what we wanted/needed and has added features that allows us to further utilize the software into our firm for greater success. Review Source Response from Firm Software September 21, 2021 Cyndi - Thanks for the feedback! As a note to anyone that reads this, Firm360 values user feedback and implemented the option to disable "client numbers" shortly after receiving this review. Thank you. Firm360 Team MM Marian M. Firm Managing Partner Accounting Used the software for: 1-2 years ### "Daily Dashboard" May 18, 2022 5.0 Its a great tool that is easy to learn and navigate, and houses everything i need to run the work of my accounting practice. Pros I like that its a one stop shop to view and organize my to do. See where projects are, whats coming up due, and run reports on revenue coverage and client realization. Cons There are a couple small things i would do to beef up the planning and workflow. Mainly on how the information is viewed on my scrren. i wish i could see on my dashboard how many hours of work i have, so when I view my dashboard or my teams dashboard i can see who is overloaded and who isnt. An App for my phone would be great too! Alternatives considered [QuickBooks Time](https://www.capterra.com/p/151722/TSheets/)[GoFileRoom](https://www.capterra.com/p/234657/GoFileRoom/) Reason for choosing Firm360 The team that was developing it really showcased the program well, and provided consistent and quick support. Review Source Response from Firm Software May 23, 2022 Marian Thank you for this feedback KM Kathy M. Administrative Assistant Accounting Used the software for: Less than 6 months ### "Werner KM F360 Review" May 19, 2022 4.0 So far it is working but still much to learn Pros I have the ability to run reports for various business needs. I can use this system to create payroll for the employees I can enter reoccurring projects for the clients and save valued time when Tax season is in full swing Cons The software had many steps that are adding in that I personally feel could be changed in the software to eliminate extra clicks and additions steps. The onboarding was not as smooth as I would have liked. Confusion best describes Training could be improved and based on application and learning rather than setting up the system Reason for choosing Firm360 ? Review Source Response from Firm Software May 23, 2022 Thank you Kathy for your feedback! JL Janet L. Owner Accounting Used the software for: 6-12 months ### "Love Firm 360!" October 24, 2020 5.0 Fantastic and amazing. Couldn't ask for a better software or support team. Would recommend this software to anyone. Pros This software is so easy to use. But before that even, if was even easier to implement and roll out to our team. We looked at many other similar products but they were either very costly or a lot of work to load data/ roll out/ learn. Firm 360 is the perfect solution! And their customer support team is amazing. We ask for tweaks or adjustments, and the same day we get a response. Frequently even, we get those requests met the same day or the day following. Can't speak highly enough of \[SENSITIVE CONTENT HIDDEN\] and their Firm 360 product! Cons Having to pay! ha! The only thing that would make this better is if it were free. But nothing worth having is free, so we are happy to pay for the service. We don't see ever making a change from Firm 360 at this point. Alternatives considered [Aero Workflow](https://www.capterra.com/p/158169/Aero-Workflow/)[CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reason for choosing Firm360 The ease in implementation and on-going maintenance was a major factor in choosing Firm 360 over these other Company software. Excel was what we were using before, but we outgrew it. We tried to implement Aero last year and it was so complex, we weren't successful in getting the data loaded or the employees understanding how best to use the software. We made the right choice by far! Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Excel wasn't enough. We were growing and couldn't keep all the data (uncorrupted) in Excel any longer. Review Source DR Daniel R. President Accounting Used the software for: Less than 6 months ### "Excellent overall product. Great Support." November 17, 2022 5.0 Excellent. Our transition from Office Tools Professional (which i do not recomment. Their customer service and bad business tactics are the worst i have ever experienced in my 40 years of running a CPA firm) was very smooth and d painless. Pros Support and help with setup. Easy to use, Can access anywhere since it is online Cons Since it is online, the program times out and requires you to log back in. I would like to see the login stay up longer. Need a little more flexability with the actual invoice. We have client specific templates that will not work in 360. Also markdowns for clients needs more flexability to show up in Realization calculations. Reason for choosing Firm360 More features and flexability Review Source CL Connie L. Owner Accounting Used the software for: 1-2 years ### "Firm360 - Your New Best Friend" December 16, 2022 5.0 Firm360 helped me to find where I was losing money on clients. The client realization reporting is wonderful. Pros The best feature for me is project management. I am easily able to keep all of my client's work up to date and never forget a step. Cons I'm having a hard time coming up with what I like least about Firm360. Honestly the only things I can think of are very minor. Example is having to click "hide closed" tasks each time I go into a project. Review Source JM John M. Accountant Accounting Used the software for: 6-12 months ### "Firm360 is broadly excellent for firm management, quirks aside" November 18, 2022 3.0 Generally speaking, using firm360 is largely painless. It is only when occasional issues with time tracking crop up or you need to do deep document searches that some friction can be encountered.2FA challenge frequency is almost certainly too high. If I step away from the desk for an hour, it shouldn't be necessary to get sent an authentication code while in the same browser session. Pros Project tracking is straight-forward and easy. File versioning is helpful when dealing with documents that get frequent edits. The recent addition of folders for files is very helpful for organizing client data. Cons I find that time tracking is extremely fiddly, especially when it comes to editing entries once they've been started. It isn't at all uncommon that I'll be rapidly juggling tasks and clients, so being able to edit individual punches in both time and date would be useful. Even the cheapest timeclock systems like do this \*much\* better than Firm360. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/) Total cost of ownership appeared lower. Review Source TM Tracy M. CPA Accounting Used the software for: 6-12 months ### "My opinion" May 12, 2022 3.0 Still learning & getting familiar with, there is room to improve to be more friendly and broader use by an accounting firm in my opinion. Pros Communicating with clients via portal and e-mail. Cons Documents filing system, automatic sort out system non-exiting, search criteria limitation. I Got spoiled by Thomson Router's file cabinet features I guess, plus firm 360 was implemented during tax season, so there was little time for training. Review Source Response from Firm Software May 16, 2022 Tracy - thank you for taking time to provide us with this feedback! Please get in touch with our support team so that we can help you with the issues mentioned, and get you any needed additional training! DT Daniel T. Partner Accounting Used the software for: Less than 6 months ### "Very thought out practice management " January 23, 2024 5.0 Great software, very responsible development and customer service teams. Pros Easy workflow, nothing is missed. Lots of automation. Cons I wish there was more payment processors. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing Firm360 Price and workflow was the biggest factor to our decision. Switched from [TaxDome](https://www.capterra.com/p/186749/TaxDome/) TaxDome was very hard to understand and was missing a lot of info we needed to track. Review Source VS Virginia S. Office Administrator Accounting Used the software for: 6-12 months ### "Still learning all aspects of Firm360" May 12, 2022 4.0 So far...so good. As mentioned earlier, I'm still learning and I look forward to finding all the benefits that F360 has to offer me as a user with our business. Pros I like the search field and it shortens my time in looking for a specific client along with their project or information. I like the ease of creating an invoice as well as how to apply a payment and later being able to review all that information. I'm still learning different aspects of the product and how to use them to my benefit. Cons When a client uploads a document to the portal, I would like to receive some form of notification that a document has been uploaded. Asking the client to email us saying there is a document uploaded doesn't seem right. I would also like to see a hyperlink that can be clicked on when you "add a contact" so you can toggle back and forth if needed. I don't like going "out of a client" and then have to search for another one that was tied to the first one. Review Source Response from Firm Software May 17, 2022 Virginia - Thank you for the feedback! I believe the couple of things you mentioned can be accomplished, we will reach out to show you how. VR Verified Reviewer Bookkeeping Associate Accounting Used the software for: 6-12 months ### "360" July 9, 2021 4.0 Easy to set up, easy to use. Pros Client project management made easy. Set up recurring projects for easy monthly tracking. Cons Not enough customization options. Dashboard could use more sort options. Review Source Response from Firm Software July 12, 2021 Hello! Thank you for your feedback, we would love to talk in more depth about how we could make the system work better for your team. No name was provided, so if you are interested, please reach out to our support team to setup a call so we can see how we can help! NJ Nicholas J. Partner Accounting Used the software for: Less than 6 months ### "Highly Recommend" June 28, 2023 5.0 Fantastic Pros Ease of use and great features. It has many features that are consistently being improved every month. Cons No complaints thus far. All of the features are great. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing Firm360 Great features and user reviews. Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Terrible customer service and implementation with Canopy. Review Source NC Natalie C. Partner Financial Services Used the software for: 2+ years ### "Great software" March 27, 2023 5.0 We're so glad that this software is available. It's so much better than competitive brands. Pros Everything about this software is terrific Cons No complaints at this point. All of the features are terrific Switched from [GoFileRoom](https://www.capterra.com/p/234657/GoFileRoom/) Costs kept rising Review Source AP Adam P. COO Accounting Used the software for: 6-12 months ### "Great System to run an accounting firm" November 16, 2022 5.0 Pros The time tracking is attributed to projects. The projects have tasks and subtasks that can be assigned to individual users. Very customizable. Support is excellent. Cons The system does everything i need it to. My employees dont complain like they did with past systems. I cant think of a con Alternatives considered [Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing Firm360 Better in functionality, price, and support Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) The subtask assigning was not sufficient with Jetpack Review Source CE Christy E. Office Manager Accounting Used the software for: Less than 6 months ### "We love Firm360!" November 15, 2022 5.0 We are solving the issues of not knowing where someone left off, where a project is and what information may be needed from a client! Pros The onboarding team and process has made this transition wonderful and it has really allowed our firm to keep track of ongoing projects without all of the headaches. Firm360 is consistently coming out with new features and enhancing the product even more! Cons So far there isn't much we do not like! This software has been a tremendous help and upgrade from previous software used. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Review Source Similar Products Featured ## Related categories [Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Project Management](https://www.capterra.com/project-management-software/)[Task Management](https://www.capterra.com/task-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.