Firm360 vs Balansix

Firm3609.0Visit Balansix7.4Visit

Higher score Firm360 #4 in Accounting Practice Management Software 9.0/10 Paid ✓ 7 of 7 features Visit Firm360

vs

Balansix #19 in Accounting Practice Management Software 7.4/10 Paid ✓ 7 of 7 features Visit Balansix

• Firm360 fits best

  Firms needing comprehensive workflow and billing

• Balansix fits best

  UK firms wanting practice and accounts production

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Side by side

Feature	Firm360 9.0/10 Visit ↗	Balansix 7.4/10 Visit ↗
At a glance
Editor score	9.0	7.4
Ranking	#4 in Accounting Practice Management Software	#19 in Accounting Practice Management Software
Best for	Firms needing comprehensive workflow and billing	UK firms wanting practice and accounts production
Pricing model	Paid	Paid
Starting price	—	£19.99/mo
Free plan	—	—
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Features Firm360 7/7 · Balansix 7/7
Client portal	✓	✓
Workflow automation	✓	✓
Time tracking	✓	✓
Billing and invoicing	✓	✓
Document management	✓	✓
Deadline tracking	✓	✓
Staff capacity planning	✓	✓
Our review
Pros	Combines workflow, billing, documents, portals, deadlines, and capacity planning Supports recurring projects and automated task and status transitions Connects with major tax, accounting, payment, office, and automation tools	Combines practice management, bookkeeping and accounts production Includes OCR, controlled review and linked year-end schedules Client portal supports uploads, requests and controlled visibility
Cons	Available on the web only Basic excludes project management and advanced reporting Standard and Premium require a three-user minimum	Pricing is £19.99 plus VAT per active client each month A 25-client minimum may not suit smaller practices Web-only access may not fit firms needing other platforms
Our verdict	Firm360 is cloud-based practice management software for CPA and accounting firms that want operational, client, and billing workflows in one web platform. Its scope includes project and workflow management, recurring projects, client… Read the review →	Balansix is cloud software for UK accountancy practices that want practice management and accounts production in one workflow. It brings together client onboarding, engagement workflows, tasks, statutory deadlines, staff time, workload… Read the review →

Strengths and trade-offs

• Firm360 — where it wins

  • Combines workflow, billing, documents, portals, deadlines, and capacity planning
  • Supports recurring projects and automated task and status transitions
  • Connects with major tax, accounting, payment, office, and automation tools

  Where it doesn't

  • Available on the web only
  • Basic excludes project management and advanced reporting
  • Standard and Premium require a three-user minimum

• Balansix — where it wins

  • Combines practice management, bookkeeping and accounts production
  • Includes OCR, controlled review and linked year-end schedules
  • Client portal supports uploads, requests and controlled visibility

  Where it doesn't

  • Pricing is £19.99 plus VAT per active client each month
  • A 25-client minimum may not suit smaller practices
  • Web-only access may not fit firms needing other platforms

• Firm3609.0/10 · Paid

  A broad accounting practice platform covering workflow, clients, documents, billing, and deadlines.

  Visit Firm360Full verdict →
• Balansix7.4/10 · Paid

  Practice management, bookkeeping and accounts production in one web platform.

  Visit BalansixFull verdict →