Accountants face many challenges today yet lack the solutions to address them. Tax law changes, insufficient cash flow, and even dealing with outdated legacy systems cause additional problems on top of their workload. These affect their ability to deliver the best services to their clients. Fortunately, there's an all-in-one solution that can address the challenges accountants face in times of modernization.

Introducing Firm360, the practice management software for accountants, made by accountants. It is a cloud-based product that can automate workflows, centralize all documents and client transactions, and improve overall operations done in accounting firms. It contains all the essential features and a user-friendly interface, enabling accountants to adapt easily and accordingly to modern times.

Why Use an Accounting Practice Management Software?

Using an accounting practice management software enables firms to gain operational visibility. It can reduce administrative hassle by keeping everything in one place. This allows firms to track their accountants and client transactions in real-time, which is an easier way to improve staff accountability.

Moreover, cloud-based accounting practice management software allows accountants to work remotely. Onsite or off-firm premises, they can still manage and deliver their tasks due to their accessibility. This enables flexibility in their movement whenever they need to meet their clients in person outside of the firm.

Client Reviews of Firm360

Using an accounting practice management software has its benefits. For a cloud-based product like Firm360, these benefits have been realized in the lives of its clients. Clients have praised Firm360 for its ease of use and affordability. It balances the cost and the functionality as an all-in-one accounting practice management software.

Currently, the pricing starts at $49/month, although it varies based on the needs or the scale of the firm or its clients. Moreover, the software's customer support proactively addresses the issues raised by the clients who stated that they received help within the day to accommodate their requests.

World-Class Service of Firm Software

The people behind Firm360 may be small in number, yet they don't fall short in delivering world-class service to all end-users, going above and beyond to provide a total white-glove experience. Even if they are still small in scale, this proves advantageous for Firm Software, the company behind the practice management software for accountants, to focus on improving the user experience by simplifying the design of the Firm360.

They may not be as well-known as other brands, but they are delighted and more than willing to create the best accounting practice management software all professional accountants can use, even those lacking in tech proficiency.

Features

As an all-in-one practice management software for accountants made by accountants, Firm360 ensures it contains all the solutions to streamline the workflows of accounting firms. The main creator behind this cloud-based product is a Certified Public Accountant himself, Brandon Gray. Together with his team of professionals, he has developed Firm360 to increase team productivity and achieve high client satisfaction.

Workflow & Project Management

Firm360 enables firms to keep track of the efficiency of their accountants and offers visibility into their performances. Firm Managers can easily assign projects or tasks and label them according to their status. This allows complete transparency in project management, keeping everyone accountable and updated to balance the workload of each member of the firm.

With a balanced workload and staff accountability, any accountant can deliver the best performance and meet deadlines on time.

Document Management

This accounting practice management software can store all files securely for document management. Firm360 is powered and protected by a secure infrastructure, enabling data encryption and requiring two-factor authentication for all its users. Moreover, it is also SOC2 Type II compliant and a trusted provider of Cloud Security Alliance.

Firms can securely send and receive client documents, whereas clients can access respective documents through the client portal of Firm360, where visibility is limited to ensure confidentiality in transactions. This accounting practice management software also contains a built-in editor for PDFs where accountants can revise their documents or attach an electronic signature.

Client Portal and Messaging

Firm360 can also house all client information, including their contact information, schedule, preferences, or affiliations. Accountants can message them directly through the client portal, which displays each client's communication history and notes.

Time & Billing

Manual generation and distribution of invoices and payroll cause delays in a firm's operations. Firm360 can remedy this problem through automation. It enables automatic accounts receivable collection and fast data entry for the firm.

Accountants can generate invoices quickly and efficiently as well as collect payments from clients online via credit card or direct deposit, efficiently delivering everything related to time and billing.

Moreover, this accounting management software contains a time-tracking feature, enabling firms to oversee their members' actions and evaluate their time management ability.

Advanced Reporting & Analysis

As all workflows and documents are centralized, firms can generate reports based on client realization, staff utilization, staff workload, and accounts receivable. These reports can help firms analyze their performance to continuously improve their delivery of quality services to their clients.

Pros & Cons

Pros

• All-in-solution

• Ease of use

• Proactive customer support

• Highly secure

• Affordable

Cons

• Lack of mobile app

• Lack of options for reporting

Given its novelty, Firm360 is continually improving. It is worth noting that Firm360 is developed by a team of accountants. Hence, it has been specifically designed around the way most accounting firms run their business. While it is quite flexible and capable as an all-in-one accounting practice management software, it may not fit the specific ways some firms handle their unique operations.

However, with each feedback from clients taken to heart by its world-class support team, Firm360 manages to earn the respect of many clients with its comprehensive solutions. Firm Software assures that improvements are being implemented to address the concerns of end-users.

Conclusion

With its workflow automation, easy generation of bills, and client portal, Firm360 is the all-in-one solution for accountants to manage their financial transactions. At an affordable price, firms can centralize and streamline their operations in one cloud-based platform to improve the efficiency of their business and drive ROI.

Regardless of its novelty, Firm360 is easily one of the industry's best accounting practice management software. Book a demo now.