Firm360 review
A broad accounting practice platform covering workflow, clients, documents, billing, and deadlines.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Firm360 pros and cons
- 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
Firm360 fact sheet, pricing and score →
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