# Page 5 | Firm360 Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Firm360 ## Showing most helpful reviews Showing 101-125 of 159 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use BC Brenda C. Partner Accounting Used the software for: 1-2 years ### "Outstanding " November 15, 2022 5.0 Outstanding! Will never change! Pros We switched to Firm360 18 months ago and haven’t looked back. It does everything we need for firm management, and they keep improving it. Customer service is outstanding! Cons Wish there were more reports, but I think those are coming Review Source KB Kelly B. President Accounting Used the software for: 6-12 months ### "Small Multi site firm" July 12, 2021 5.0 Pros Great tool for multi users to keep track of project management. Great utilization for clients portal and all staff to have access to help clients. Firm 360 did a great job of helping make multi site a possibility. Cons Do not use qb online. Would like to have better integration or more robust reporting options. Review Source Response from Firm Software July 14, 2021 Kelly - thank you for the feedback! We do support QBO integration, we will be reaching out to see if you would like to enable that. SD Shell D. Administrative Coordinator Accounting Used the software for: 1-2 years ### "Firm360 " September 6, 2023 5.0 Pros Very user friendly and easy to navigate. My favorite is the duplicate screen feature Cons Portal access sometimes confuses our clients Review Source DS Danielle S. Business & Office Manager Accounting Used the software for: 6-12 months ### "Firm360 works for our small firm" July 6, 2021 5.0 Onboarding Firm360 was an entirely collaborative process. From the initial demonstration through training and customization,\[SENSITIVE CONTENT\] were completely hands-on. All of our suggestions and recommendations were fully understood and applied to the software in ways that made our migration much easier. As with any switch to a firm management software, the more use it, the better and more comfortable you become with it. Pros Firm360 is pretty intuitive and highly customizable. Cons Less clicks is always better in any software. As they continue to improve and adjust, the number of clicks should decline. Review Source Response from Firm Software July 7, 2021 Thank you for the review and feedback! KW Katie W. Tax Manager Accounting Used the software for: Less than 6 months ### "Use Friendly and Lots of Customization Available" November 10, 2022 4.0 So far so good. Really like the user experience. Pros The time tracking by projected is great, and I love the ability to customize projects and tasks for specific clients without having to go back to Customer Service for help. Cons Nothing that I've seen yet other than the pain of changing software. Switched from [OfficeTools](https://www.capterra.com/p/165549/OfficeTools/) Lots of problems with functions not working as promised, very rigid framework that didn't work with our firm operation needs. Review Source MK Marielle K. Owner Accounting Used the software for: 6-12 months ### "Firm360 for Bookkeeping Firm" July 6, 2021 5.0 Pros I love that Firm360 functions exactly as the name suggests - it's a firm management software that covers all the bases. I looked for months for a solution that integrated time tracking, document management, and client task management in one solution. Firm360 is the only one out there. Cons I'd love a continuous client sync w QuickBooks Online Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Firm360 The other products didn't offer all the functionality that Firm360 does Review Source Response from Firm Software July 7, 2021 Marielle, Thank you for the feedback! JP Julie P. Senior Administrative Assistant Accounting Used the software for: 6-12 months ### "New User of Firm 360" May 12, 2022 5.0 Pros Integration to our business was a pretty smooth process. Didn't take long to learn Firm360 because it is easy to use. Cons The only thing I didn't like is the constant emails when a client uploads a document. But I think they are working on making this smoother for the next tax season. Review Source Response from Firm Software May 17, 2022 Julie - Thanks for the feedback! RW Rita W. Office Manager Accounting Used the software for: Less than 6 months ### "Amazing product " June 21, 2023 5.0 Pros Customer support, onboarding sessions, personalized training, unlimited portal storage, constant improvements are just a few of our favorite features. Give them a try! Cons Need status updates in the system to eliminate extra work Review Source AW Amir W. Consultant Accounting Used the software for: Less than 6 months ### "MyFirm360 does it all" May 17, 2022 5.0 Pros Ability to connect directly to bank accounts to pull statements. Blazingly fast website/interface. Cons MyFirm360 is priced significantly higher than competitors Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Review Source CD Charisse D. office manager Accounting Used the software for: 1-2 years ### "Makes the Job easier" November 16, 2022 5.0 Pros I can keep everyone organized and all there important docs where we both can get to them. Cons I need a master to do list instead of going into each client. Review Source LS Leighann S. Staff Accountant Accounting Used the software for: 6-12 months ### "Great product for the end user" November 15, 2022 5.0 Pros The software is easy to use and works well with our accounting software and adobe. Time tracking and task management works well for us. It continues to improve over time as well. Cons At times I have issues with my documents I am editing transferring over completely. Review Source CA Christine A. Staff Accountant Accounting Used the software for: 1-2 years ### "Firm360-Amazing Software" December 6, 2024 5.0 Overall it is a great product that is continually improving. I love how it's made for accounting firms. The features really make that obvious. Pros Firm360 is a great way to make information accessible firm wide. Emails can be linked which allows other so see information if needed. You can create letter templates which allows you to mass send engagement letters. Can also manage workflow using projects and tasks. Many great features of this software! Cons There are occasionally some glitches on the website, but the support staff is very quick to respond and fix issues. It doesn't handle email sync well when there are multiple emails tied to a client. Review Source JMC Jay Mark C. Bookkeeper Accounting Used the software for: 6-12 months ### "Excellent Project Management Software" November 18, 2022 5.0 Pros Easy to use. User friendly interface. Most of all, gets your project managed per client basis. Cons Nothing in particular. Software ultimately address my project management needs. Review Source Kentall S. Sales And Marketing Associate Marketing and Advertising Used the software for: Less than 6 months ### "Experience the Power of Firm360: Real User Review" April 18, 2023 5.0 Pros Actually, Firm360 is an incredible software solution that can help us optimize workflows, minimize manual activities, and raise and improve our firm's efficiency. Furthermore, the program provides configurable branding choices, allowing businesses to tailor the platform with their own branding, giving it a professional and distinctive appearance. Cons The transition was a little difficult due to the large number of files that we have to move, but overall, still a great software to use. Review Source Agnes Serwaa A. Web developer, product/graphic designer Real Estate Used the software for: Less than 6 months ### "Great tax management practice tool" March 20, 2023 4.0 It makes tracking and tax management easy and efficient Pros Firm360 is the most superior option for managing accounting and tax practices, and their customer service is exceptional Cons I'm dissatisfied with the inability to synchronize invoices with other software, and it would be great if documents could be sorted into folders Review Source MG Meg G. Account Manager Accounting Used the software for: Less than 6 months ### "360 Usage" June 28, 2023 5.0 Excellent Pros The support has been phenomenal. The use of the program is intuitive. Cons The dashboard is a busy. I also don't think to go to the middle of a page for an entry point, throws me off. Review Source MB Melissa B. Principal Accounting Used the software for: 6-12 months ### "Great Option for Small Firms" July 7, 2021 5.0 Pros Great onboarding, customer service response is terrific, easy to use Cons administration/management needs improvement when using the software via mobile Review Source Response from Firm Software July 8, 2021 Melissa, thank you for your feedback! LG Lionel G. Payroll/ACA Manager Accounting Used the software for: Less than 6 months ### "Great time tracker for payroll!" December 20, 2022 5.0 I haven't used it very long. But so far it has been a nice addition to our software package. Helps us keep track of what we must do daily, weekly, monthly, quarterly, and yearly. Pros The flexibility of the setup. I like that we can customize it to fit our firm. Cons I am not the administrator. However, I am given administrator access to some of the features of the software. I don't have access to all of it though. That would have been very helpful to our owner, if I could help him customize what we needed in the payroll department. Review Source CT Chris T. CPA Accounting Used the software for: 6-12 months ### "Great Product" July 6, 2021 5.0 Pros Firm360 is a great product because it provides you the features you need without adding so many options that the product becomes bloated and not user friendly. The team behind Firm360 is also very responsive to customer support issues and quickly resolves issues to get you back up and running. Cons Nothing comes to mind, but perhaps some of the categories on the client information page are unnecessary. Review Source Response from Firm Software July 7, 2021 Chris, Thank you for the feedback! GC Gabriela C. Accounting Associate Accounting Used the software for: 6-12 months ### "Firm 360" May 24, 2022 5.0 Pros The pause feature to the timer was a great addition! Cons I did not like that you can't edit the task only the project. Review Source Response from Firm Software June 1, 2022 Gabriela - thank you for the feedback! GB Gulden B. Account Manager Accounting Used the software for: Less than 6 months ### "Great tool for bookkeeping and accounting firms" November 10, 2022 5.0 Pros Generating projects out of templates and being able to customize them as well Cons Project due dates and task dates do not align and I have to always edit task due dates one by one which feels inefficient Review Source MP Melinda P. Staff Accountant Accounting Used the software for: Less than 6 months ### "Firm 360 Review " November 15, 2022 3.0 Pros Everything is in one place. I can use one software for all of my project needs and client tracking Cons Lack of training. Customer service can be condescending and rude. Review Source JW Jessica W. Executive Administrator Accounting Used the software for: Less than 6 months ### "Smooth Onboarding & Great Support" June 26, 2023 5.0 Pros Firm360 is the only software we found to meet all of our needs. Time tracking, client portal, billing, project management, and much more. We love having everything in one place! Cons So far I have no cons. The support has been great and the onboarding has been very smooth. Shout out \[sensitive content hidden\]! Review Source BK Brandon K. Manager Accounting Used the software for: Less than 6 months ### "Great product to help with project/task management" November 15, 2022 5.0 Pros Everything is easy to find. Never had an issue finding a project and the dashboard is simple. Cons Updating a due date for a project does not do the same for the tasks inside. No option to batch update the due date. Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Very limited features Review Source MM Michael M. CPA Accounting Used the software for: Less than 6 months ### "360 Review" May 12, 2022 4.0 Pros Easy to use and implement. Time tracking, project management, invoicing, firm metrics all in one place. Cons Document storage. Needs to have folders etc. and more in line with SharePoint etc. Review Source Response from Firm Software May 17, 2022 Michael - thank you for the feedback! 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.