Integrated Accounting AI Document Management
Firm360 · Accounting Practice Management
What is Firm360? Firm360 is an all-in-one accounting platform that streamlines project management, document management, client management, and billing for accounting professionals.
Overview
What Firm360 does
Firm360 is an all-in-one accounting platform designed to streamline various aspects of accounting workflows, including project management, document management, client management, and billing.
Capabilities
Key features
- 01
Project Management
Stay on top of your team's workflow and monitor project progress in real-time.
- 02
Document Management
Access and organize your documents effortlessly with our intuitive document management system.
- 03
Client Management
Offer your clients a convenient way to interact, sign documents, and view their financials.
- 04
E-Signature
Request client signatures directly in the platform with our partnership with RightSignature.
- 05
Time & Billing
Track time efficiently and bill accurately with our integrated time tracking and billing system.
- 06
Advanced Reporting
Leverage detailed reports to gain insights and make data-driven decisions.
Unverified profile
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What the AI does
The tool does not explicitly mention AI capabilities.
Trust
Security & compliance
Firm360 prioritizes security and undergoes regular audits to ensure data safety.
Measures
- ● Third-party security audits for SOC2 compliance
- ● Data encryption
- ● Regular software updates
More
Additional information
Competitive advantage
Firm360's unique selling points include its all-in-one solution tailored for accountants and exceptional customer support.
- + All-in-one accounting solution
- + Designed specifically for accountants
- + Exceptional customer support
On the roadmap
Firm360 plans to continuously enhance its features based on user feedback.
- → New integrations
- → Enhanced reporting tools
- → Mobile app development
Update cadence: monthly
Integration & deployment
Firm360 is a cloud-based solution that integrates with various tools for seamless workflow.
Deployment: cloud-based
Interface
Firm360 offers a clean and organized interface that simplifies navigation and task management.
Support & resources
Firm360 provides unlimited support and training resources to ensure user success.
- + Email support
- + Phone support
- + Live chat support
- → Webinars
- → Documentation
- → Tutorials
External
Links & channels
Voices
What customers say
Firm360 has received positive testimonials from users highlighting its effectiveness and support.
-
“Amazing support! Firm 360 is a great software for an accounting firm.”
Anonymous
-
“Perfect PM system! Love the product! Has been amazingly helpful in organizing projects.”
Anonymous
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Firm360 compared
Side-by-side comparison of Firm360 and 5 top integrated accounting alternatives across pricing, free tier, key features, integrations, and ratings.
| Tool | Pricing | Free tier | Top features | Integrations | Rating |
|---|---|---|---|---|---|
| Firm360 | Varies | — |
| — | 4.8 |
| AppZen ★ | Varies | — |
| Coupa, NetSuite, Oracle E-Business Suite +2 more | 4.5 |
| BILL ★ | $29/month | Yes |
| QuickBooks, Sage Intacct, Oracle Netsuite +2 more | 4.5 |
| Blue dot ★ | Varies | — |
| SAP Concur, Expensify, Coupa +2 more | 4.5 |
| $32 /month per user | Yes |
| Xero, QuickBooks, Shopify +2 more | 4.5 | |
| $15/month | Yes |
| 12,000+ financial institutions | 4.5 |
See the full breakdown on Firm360 alternatives .
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