# Page 6 | Firm360 Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 6 - 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

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Firm360

4.7 (159)

[View alternatives](https://www.capterra.com/p/197013/Firm360/alternatives/)

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Last updated March 13th, 2026

# Page 6 - Reviews of Firm360

## Showing most helpful reviews

Showing 126-150 of 159 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AL

Anne L.  
Office Manager  
Accounting  
Used the software for: 6-12 months

### "Firm 360 Review"

May 12, 2022

5.0

Our clients like the process better but find they would like to have different areas to sort items into on the portal instead of having just one overall ara.

Pros

The program is easy to track time and enter billing information, invoice.

Cons

We send birthday cards to all our clients. It would be easier to have a date range for month even.

Review Source

Response from Firm Software

May 16, 2022

Anne - We appreciate you feedback!

RB

Ronnie B.  
Accountant  
Accounting  
Used the software for: 6-12 months

### "F360 Review"

July 3, 2021

5.0

Pros

Time tracking is easy to use, as well as the dashboard

Cons

Need to be able to place a priority on projects and tasks

Review Source

Response from Firm Software

September 21, 2021

Ronnie, Thank you for the feedback! We are actually working on some additional ways to prioritize projects as we speak so keep an eye out for release notes. UPDATE - project priorities have been added

TB

Taylor B.  
Accountant  
Accounting  
Used the software for: Less than 6 months

### "Firm 360 User Review "

December 5, 2022

4.0

I have been using Firm 360 for about 4 months now, and my overall experience is that it is very user friendly and easy to use in the accounting world for time tracking and project management.

Pros

The time tracking feature is very easy to use, and it is also very easy to edit the info once entered if needed. You can be as detailed as wanted in the information you use in the time tracking as well for billing purposes.

Cons

Some of the features can take time to learn how to set up or add to the time tracking feature. However once set up, it is very user friendly.

Review Source

JG

Jessica G.  
Owner  
Retail  
Used the software for: 1-2 years

### "Firm 360 Review"

July 13, 2021

5.0

Pros

I like having all my clients in one spot and being able to upload documents for each client. The search feature for the clients and documents is a great feature.

Cons

I have not found anything that I would change at this time.

Review Source

Response from Firm Software

July 15, 2021

Thank you for the kind words! Glad to hear we have been able to help your company.

JH

John H.  
Owner  
Accounting  
Used the software for: Less than 6 months

### "Great product with a great team behind it"

May 13, 2022

5.0

We're getting organized and everything straightened out like a big firm which will allow us to grow at a much faster pace with more control

Pros

Easy to use and team makes it very easy to transition everything over from another software or from nothing at all

Cons

Just wish it had a way to download all client documents or multiple at once

Reason for choosing Firm360

Cost and positive reviews

Review Source

Response from Firm Software

May 17, 2022

John - thank you for the feedback!

AB

Austin B.  
Director of Business Development  
Accounting  
Used the software for: Less than 6 months

### "what is this?"

November 10, 2022

4.0

we are able to be a lot more organized with our clients which is a huge plus

Pros

Easy to use, easy to track and manage clients. Im also able to keep track of sales.

Cons

I wish I could have an automated system to email clients to follow up. It may be something thats already integrated, I just have to keep looking. Also wish we were able to have folders for different years rather than it just all be accumulated in client category

Alternatives considered

[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)

Reason for choosing Firm360

Bosses liked the idea

Review Source

KB

Ken B.  
CPA/Shareholder  
Accounting  
Used the software for: 1-2 years

### "BGC Firm360 Review"

October 24, 2020

5.0

Great experience!!!

Pros

It allows you to use time and billing, project management, document management, A/R management and client management all on one platform. It is truly a time saver and is very cost effective.

Cons

I don't have anything I dislike about Firm360

Review Source

BF

Brianna F.  
Admin Team  
Accounting  
Used the software for: Less than 6 months

### "Firm360 Review"

November 21, 2022

5.0

It has been a learning experience for sure and I believe I am only going to learn more!

Pros

I enjoy that time tracking is included with the software.

Cons

We moved from a different program to Firm360, so it was very foreign, but I believe I am starting to enjoy using it now.

Review Source

dB

david B.  
CEO  
Accounting  
Used the software for: Less than 6 months

### "Great tool, Great Company"

August 29, 2022

5.0

Pros

Time keeping is great, better than others in the space

Cons

No real negatives, reporting is probably the weak spot, but its getter better with each release.

Review Source

Response from Firm Software

September 29, 2022

David - we appreciate the review, and look forward to working with you for a long time

BY

Brittney Y.  
Operations Coordinator  
Accounting  
Used the software for: Less than 6 months

### "Our Firm is Happy with Firm360"

September 5, 2023

5.0

Pros

Workflow is easy to use, keeps everybody within the firm organzied and on track

Cons

There is nothing I have found that I dislike so far

Review Source

KC

Kayla C.  
Staff Accountant  
Accounting  
Used the software for: 6-12 months

### "Great Software"

October 27, 2020

5.0

Firm360 has improved my day to day experience at work by providing a sort of dashboard that holds all the days activities and information in one place.

Pros

It is easy to navigate to client information quickly. The time management feature is also great to keep up with billable hours.

Cons

It would be nice to have an integration/app for a tablet to use when customers come in the door.

Review Source

JT

Julie T.  
Admin assistant  
Accounting  
Used the software for: 6-12 months

### "Ordinary User"

November 10, 2022

4.0

Pros

Not sure I have anything that stands out

Cons

Not being able to complete a task and record my time after it's completed

Review Source

MB

Maria B.  
Accountant  
Accounting  
Used the software for: 6-12 months

### "Easy to use"

November 21, 2022

4.0

Pros

The software is easy to use and lets organize documentation on folder for easy retrieval

Cons

I wish we could create folders inside folder for best organization. For example, if I have a folder named Bookeeping 2022 I would like the possibility to create monthly folder inside that one

Review Source

AC

Alyson C.  
ACCOUNTING/TAX ASSOCIATE  
Accounting  
Used the software for: Less than 6 months

### "review"

November 14, 2022

4.0

Pros

I liked using the project management the best. This helped me keep track of what monthly bookkeeping I still need to do for that month.

Cons

When you make notes on a project, it will send out an email and you can see the note but then you can't see it within firm 360. This is not convenient for when you want to go back into firm360 and review your notes.

Review Source

MM

Mark M.  
Admin Assistant  
Accounting  
Used the software for: Less than 6 months

### "Firm 360 "

September 30, 2022

5.0

As someone new to accounting 360 makes learning my job easy.

Pros

Tracking project status and Client Information

Cons

Yes a refund button for when you accidently apply payment to the wrong account.

Review Source

Response from Firm Software

October 25, 2022

Mark - thanks for the review.

AM

Adam M.  
Director of Operations  
Accounting  
Used the software for: Less than 6 months

### "Perfect of CPA Firms"

June 1, 2022

5.0

Pros

This Software is catered perfectly for CPA Firms. The Project & Task tracking is fantastic. Also, being able to track time and invoice clients is excellent! Customer service is top-notch!

Cons

Initial setup is time-consuming & there is a small learning curve. Not sure how you would avoid this since it's a new software.

Review Source

Response from Firm Software

July 8, 2022

Adam - thank you for the feedback!

MP

Marie P.  
Administrator  
Accounting  
Used the software for: 6-12 months

### "Firm 360 use"

October 23, 2020

5.0

Having a full overview of everything in one place has helped in problem solving & answering any questions that may arise in relation to clients or staff.

Pros

Having all the features of project, document & time management along with client billing all located in the same platform has saved time and made it easier to review content.

Cons

Continuous enhancements have solved any minor negative aspects to any of the features.

Review Source

CA

Christopher A.  
Manager  
Accounting  
Used the software for: Less than 6 months

### "A little early for the survey"

November 16, 2022

3.0

We've only had one training session and the software is not yet live. The first 90 minutes of "training" could easily have been replaced with a two paragraph email and did not need my entire staff to stop working to watch me type. Hopefully, future trainings will be more interactive.

Pros

So far, it appears easy enough to use...

Cons

Staff seems resistant to change.........

Review Source

VA

Vicki A.  
Staff Accountant  
Accounting  
Used the software for: Less than 6 months

### "So excited to start using Firm360"

September 18, 2023

5.0

The accounting firm that I work for has purchased this program, and the staff is currently in training. It's full of tools that are going to streamline our tasks and make collaboration easier. The trainers are very knowledgeable.

Pros

I am most excited about the Built-in Checklists.

Cons

Training is going well, and I haven't noticed any that I don't like!

Review Source

MJ

Morgan J.  
Staff Accountant  
Accounting  
Used the software for: 6-12 months

### "Firm 360"

July 7, 2021

5.0

Pros

This product is very user friendly and easy to use. I love the project function of it and being able to keep up with tasks that need to be completed.

Cons

My least favorite thing about this software is client uploads. Having an easier option to combine all of their documents into one file would be helpful.

Review Source

Response from Firm Software

July 8, 2021

Morgan, Thank you for your feedback!

HK

Hannah K.  
Staff Accountant  
Accounting  
Used the software for: Less than 6 months

### "Review"

November 22, 2022

3.0

Pros

You can access it from your web browser.

Cons

It was difficult to create a due date list for projects that were assigned to me. I didn't like the calendar view at all

Review Source

DS

Diana S.  
Office Manager  
Accounting  
Used the software for: Less than 6 months

### "It is worth to buy!"

August 12, 2021

4.0

Pros

It is easy to use, all team is aware of projects..especially billing

Cons

So far I do not see a Con, but i will definitely update the review if any

Review Source

Response from Firm Software

September 21, 2021

Diana - Thank you for your feedback!

CE

Connor E.  
Staff Accountant  
Accounting  
Used the software for: Less than 6 months

### "Good software"

November 10, 2022

5.0

Pros

Very user friendly and useful. I would recommend this to anyone.

Cons

The transition process from our old software could have been smoother.

Review Source

JS

Joe S.  
Tax Partner  
Accounting  
Used the software for: Less than 6 months

### "Firm360 created by a CPA for CPAs"

June 9, 2023

5.0

Pros

Robust, but simplistic at the same time.

Cons

We don't have any cons at this point in time.

Review Source

SA

Sandi A.  
Staff Accountant  
Accounting  
Used the software for: Less than 6 months

### "Firm360 Review"

May 24, 2022

5.0

Great experience using Firm 360 so far. I would recommend other companies to use this.

Pros

Easy of use daily at work. I know where everything is located and it is simple

Cons

Projects can some times feel clustered at times

Review Source

Response from Firm Software

June 1, 2022

Sandi - Thanks for your feedback!

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