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Compare Firm360 and OfficeTools by CARET 
Featured Products
At a Glance
Market Segments
Small-Business (90.5% of reviews)
Small-Business (96.3% of reviews)
Entry-Level Pricing
$49.00 1 User
No pricing available
Firm360
Star Rating
(103)4.5 out of 5
Market Segments
Small-Business (90.5% of reviews)
Pros & Cons
Entry-Level Pricing
$49.00 1 User
Browse all 3 pricing plansOfficeTools by CARET
Star Rating
(90)3.6 out of 5
Market Segments
Small-Business (96.3% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about OfficeTools by CARETSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Firm360 stands out for its overall user satisfaction, boasting a significantly higher score compared to OfficeTools by CARET. Users appreciate its all-in-one solution for managing accounting workflows, which brings a sense of organization and ease to complex processes.
- Users say that the implementation process for Firm360 is notably smoother, with many highlighting its intuitive setup that allows teams to quickly adapt. In contrast, OfficeTools by CARET has faced criticism for its more challenging setup experience, which can hinder new users from getting started efficiently.
- Reviewers mention that Firm360 excels in providing robust support, with many users praising the quality of assistance they receive. This is a stark contrast to OfficeTools by CARET, where users have expressed concerns about the support quality, indicating that they often feel less supported in their day-to-day operations.
- According to verified reviews, users of Firm360 find its reporting system particularly beneficial, as it helps team members keep track of projects and saves significant administrative time. Meanwhile, OfficeTools by CARET, while offering a comprehensive suite for tracking time, billing, and invoicing, has not received the same level of acclaim for its reporting capabilities.
- G2 reviewers highlight that Firm360's document management features are a game-changer, allowing clients to upload and organize documents easily. This functionality is seen as a major advantage over OfficeTools by CARET, which, despite its strong workflow control, does not provide the same level of ease in document handling.
- Users report that while both products cater primarily to small businesses, Firm360's higher ratings in usability and feature integration make it a more favorable choice for teams looking for a seamless experience. OfficeTools by CARET, although useful for tracking various business aspects, struggles to match the overall user experience that Firm360 delivers.
Pricing
Entry-Level Pricing
Firm360
Basic
$49.00
1 User
Best for Small Firms
- Client Management
- Document Management
- Secure Client Portal
OfficeTools by CARET
No pricing availableFree Trial
Firm360
No trial information availableOfficeTools by CARET
Free Trial is available
Ratings
Meets Requirements
8.5
92
7.0
71
Ease of Use
8.9
94
7.0
72
Ease of Setup
8.2
87
6.2
41
Ease of Admin
9.0
32
7.2
41
Quality of Support
9.0
85
6.2
71
Has the product been a good partner in doing business?
9.1
32
6.2
38
Product Direction (% positive)
8.7
92
5.4
71
Features by Category
Bill Generation
Not enough data
7.8
9
Not enough data
7.9
8
Not enough data
7.1
7
Bill Processing
Not enough data
7.2
6
Not enough data
7.5
6
Not enough data
7.3
8
Integration
Not enough data
9.0
7
Not enough data
7.4
7
Not enough data
7.5
6
Agentic AI - Billing
Not enough data
Not enough data
Communication
8.4
83
Not enough data
7.8
82
Not enough data
8.1
82
Not enough data
Collaboration
8.1
83
Not enough data
8.3
82
Not enough data
8.6
81
Not enough data
Billing
8.5
81
Not enough data
7.9
80
Not enough data
8.4
78
Not enough data
Onboarding
8.0
80
Not enough data
8.1
79
Not enough data
8.6
79
Not enough data
Visibility
8.8
81
Not enough data
7.8
80
Not enough data
8.3
82
Not enough data
8.2
78
Not enough data
8.4
81
Not enough data
7.8
80
Not enough data
Agentic AI - Accounting Practice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Firm360 and OfficeTools by CARET are categorized as Accounting Practice Management
Reviews
Reviewers' Company Size
Firm360
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
OfficeTools by CARET
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Accounting
91.6%
Financial Services
5.3%
Management Consulting
1.1%
Construction
1.1%
Broadcast Media
1.1%
Other
0.0%
Accounting
87.8%
Financial Services
7.3%
Law Practice
1.2%
Information Technology and Services
1.2%
Civil Engineering
1.2%
Other
1.2%
Discussions
What is Firm360 used for?
1 Comment
KE
Firm360 is a cloud-based practice management platform designed specifically for accounting firms. It helps streamline day-to-day operations by combining...Read more
Firm360 has no more discussions with answers
Would you recommend to switching to cloud base system?
4 Comments
FB
Yes, I would. We resisted having our paperless storage in the cloud but the problem is that there is no new development for desktop platforms. All of the top...Read more
Are other firms having problems with Work in Process and Accounts Receivable reports.
3 Comments
GF
Hello Ronald,
We don't use the accounts receivable function, however the returns for sales reports work really well. The WIP I haven't seen any issues with...Read more
When can you integrate google calendar to the office tools calendar and scheduler?
1 Comment
NL
Hi Mark - At this time this is not on the current development roadmap for OfficeTools.Read more
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