Firm360
Firm360: A broad accounting practice platform covering workflow, clients, documents, billing, and deadlines. Ranked #4 of 29 in Accounting Practice Management Software by our editors (9.0/10); pricing: Paid; best for firms needing comprehensive workflow and billing.
At a glance
- Editor score9.0 / 10
- PricingPaid
- Best forFirms needing comprehensive workflow and billing
- Free planNo
- Client portalYes
- Facts checked19 Sep 2026
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
Our verdict on Firm360
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 communication, document management, secure portals, time tracking, billing, payments, reporting, deadline tracking, and staff workload visibility. Firms can use the client portal for secure messaging, document uploads, task checklists, e-signatures, and payments, while document controls include revision history, audit trails, and PDF conversion.
The paid plans build from core practice operations. Basic includes client and document management, a secure client portal, time tracking and billing, basic reporting, and credit-card and ACH payment collection. Standard adds project management, automated accounts-receivable collections, advanced reporting, custom fields, and standard integrations. Premium adds the AI Connector, AutoPrep tax automation, unlimited e-signature licenses, Zapier integrations, and a dedicated customer success manager. Listed prices are based on annual billing; Basic has no user minimum, while Standard and Premium require at least three users. Firms with 20 or more users receive custom pricing.
Firm360 fits firms seeking a wide operational system rather than a narrow time-and-billing tool. Its integration set includes QuickBooks Online, UltraTax, Intuit ProConnect Tax, CCH Access, Drake, Lacerte, Stripe, Gmail, Microsoft Office 365, Adobe, Excel, Word, Acrobat, and Zapier. That breadth supports accounting, tax, payment, document, and office workflows, while automated reminders, deadline updates, file management, and workflow templates reduce repetitive coordination. Firms that need a web-based hub for connected practice processes should consider Firm360; teams seeking a more narrowly focused tool or a non-web deployment should look elsewhere.
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Firm360 pricing
All 3 Firm360 plans and prices →
Firm360 fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Client portal | Yes |
| Workflow automation | Yes |
| Time tracking | Yes |
| Billing and invoicing | Yes |
| Document management | Yes |
| Deadline tracking | Yes |
| Staff capacity planning | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Integrations | 14 integrations: QuickBooks Online, UltraTax, Intuit ProConnect Tax, CCH Access, Drake, Lacerte … |
| Pricing | Paid (source) |
| Website | myfirm360.com |
| Facts checked | 19 Sep 2026 |
Firm360 integrations
Firm360 lists 14 integrations on its own site.
- QuickBooks Online
- UltraTax
- Intuit ProConnect Tax
- CCH Access
- Drake
- Lacerte
- Stripe
- Gmail
- Microsoft Office 365
- Adobe
- Microsoft Excel
- Microsoft Word
- Adobe Acrobat
- Zapier
Alternatives to Firm360
- Financial CentsBroad practice management coverage with a $19 annual-billed starting tier.9.4
- CanopyA broad all-in-one suite with a free entry point and deep firm operations coverage.9.2
- KarbonBroad practice management for established firms, with annual per-user pricing.9.1
See all Firm360 alternatives →
Firm360 vs the competition
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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