--- title: Firm360 Reviews meta_title: 'Firm360 Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 154 reviews by the users' company size, role or industry to find out how Firm360 works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 154 scale: '5' date_modified: '2026-07-12' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Firm360 Reviews **Vendor:** Firm Software LLC **Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) **Average Rating:** 4.4/5.0 **Total Reviews:** 154 ## About Firm360 Firm360 is the all-in-one platform built for accountants by accountants to eliminate the chaos of juggling disconnected tools and manual processes. We understand the work behind the workflow — so we’ve designed Firm360 to streamline every part of running an accounting firm. From project management and client communication to time tracking, billing, e-signatures, reporting, and secure document sharing, everything is in one place. Firms use Firm360 to save hours each week, improve team collaboration, and deliver a better client experience. More than 3,000 accounting professionals trust Firm360 to operate with clarity, not complexity — supported by tailored onboarding, ongoing training, and a responsive team that’s always ready to help. ## Firm360 Pros & Cons **What users like:** - Users appreciate the **ease of use** of Firm360, simplifying document management and enhancing client interactions. (38 reviews) - Users praise the **responsive and helpful customer support** of Firm360, enhancing the overall user experience and satisfaction. (19 reviews) - Users value the **centralized management** of Firm360, enhancing organization and productivity across various firm processes. (17 reviews) - Users commend Firm360 for its **excellent document management** , allowing seamless tracking and organization of all client-related documents. (15 reviews) - Users value the **efficiency improvement** of Firm360, as it streamlines project management and enhances productivity. (15 reviews) - Time Saving (13 reviews) - Client Portal (12 reviews) - Task Management (12 reviews) - User Interface (12 reviews) - Client Management (11 reviews) **What users dislike:** - Users find it frustrating that they cannot **delete clients or users** and face issues with document management. (7 reviews) - Users find the **limited features** of Firm360 frustrating, particularly regarding report options and document access. (7 reviews) - Users report **poor usability** due to glitches, confusing reports, and challenges with the document portal. (7 reviews) - Users find the **file management system unusable** , causing significant inefficiencies and frustration in document organization and access. (6 reviews) - Users experience frequent **download issues** with Firm360, leading to frustration and complications in document management. (5 reviews) - Learning Curve (5 reviews) - Limited Customization (5 reviews) - Users express frustration with the **poor customer support** from Firm360, highlighting slow response times and inadequate resources. (5 reviews) - Slow Performance (5 reviews) - UX Improvement (5 reviews) ## Firm360 Reviews ### 1. Hard-to-Organize Document Storage and Limited PDF Editing Slow Things Down **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Firm360?** One platform that handles a multitude of different functions **What do you dislike about Firm360?** I find the document storage to be a little hard to organize. Our firm also doesn't have the add-in to edit PDF's so I find that to be an inefficient use of this part of the program. **What problems is Firm360 solving and how is that benefiting you?** Multiple functions within one platform. ### 2. Makes Managing Project Deadlines and Outstanding Tasks Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2026 **What do you like best about Firm360?** It makes it easy to manage project deadlines and tasks that are outstanding **What do you dislike about Firm360?** Having to have each client have their own email address, difficult with older clients that do not have email or share one. **What problems is Firm360 solving and how is that benefiting you?** It helps keep all of my clients and projects organized in one place, it saves time. ### 3. Effective for Time Management, Needs Dashboard Improvements **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2026 **What do you like best about Firm360?** I like the tasks feature in Firm360 and the ability to assign budgets to tasks. It's also helpful to move projects between people and customize project statuses. **What do you dislike about Firm360?** I wish that the dashboard was more configurable. Right now, you're limited in the columns of data that display, and I would like to be able to customize that more. **What problems is Firm360 solving and how is that benefiting you?** I use Firm360 for time entry and workflow management, making it easy to assign tasks, budgets, and manage project statuses. ### 4. Easy to Use with Solid Communication, but Reporting and Billing Need More Customization **Rating:** 3.0/5.0 stars **Reviewed by:** Barbara L. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** It’s easy to use, and the communication capabilities are solid. **What do you dislike about Firm360?** Reporting and billing are solid overall, but I’d like them to be more customizable. **What problems is Firm360 solving and how is that benefiting you?** Their e-signing used to run through an outside platform, which sometimes confused my clients, but they’ve recently made a switch. **Official Response from Ranae Mogensen:** > Thank you for being a Firm360 customer, Barbara, and for sharing your feedback. We're glad to hear that you find Firm360 easy to use and that the communication tools are working well for your team. We appreciate your comments about reporting and billing customization. Firm360 does offer custom reporting options, and our team can help create reports tailored to your firm's needs at no additional cost. We'd love to learn more about the specific reporting or billing customizations you're looking for. Please reach out to support@myfirm360.com and our team will be happy to help. It's also great to hear that the improvements to our e-signature experience have helped reduce confusion for your clients. Thank you for your feedback and for helping us continue to improve Firm360. ### 5. User-Friendly and Highly Recommended for Bookkeepers **Rating:** 5.0/5.0 stars **Reviewed by:** Sara A. **Reviewed Date:** January 15, 2026 **What do you like best about Firm360?** I like that Firm360 is really easy to use and very user-friendly. You don't need to spend a lot of time studying how to use it, as you can just get on there and figure it out for yourself. It's very manageable without needing someone to train you, as long as you have a basic knowledge of what you're doing. **What do you dislike about Firm360?** We don’t use the invoicing tool, not that we dislike it we just have another system for this. **What problems is Firm360 solving and how is that benefiting you?** I use Firm360 for handling all our bookkeeping records. It's easy to use and very user-friendly, so I don't need extensive training to figure it out. **Official Response from Ranae Mogensen:** > Thank you for being a Firm360 customer, Sara! We really appreciate you taking the time to share your experience on G2. It’s great to hear that you find Firm360 easy to use and user-friendly, especially that you can get up and running without a lot of training. We love knowing the platform helps you manage your bookkeeping records efficiently and confidently. Thanks as well for noting the invoicing tool — it’s helpful for us to understand how customers choose to use (or not use) different features alongside their existing systems. We’re so glad Firm360 is working well for your bookkeeping needs. If you ever have ideas, questions, or want to explore more features, feel free to reach out to our support team at support@myfirm360.com ### 6. Easy Project Tracking and document management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** Tracking my projects, ease of uploading documents, sending for signature through Right Signature. **What do you dislike about Firm360?** It’s frustrating that I can’t edit documents directly. Instead, I have to export the file, make changes elsewhere, and then upload it again. **What problems is Firm360 solving and how is that benefiting you?** I'm unaware of any problem fixes. **Official Response from Ranae Mogensen:** > We're glad to hear that project tracking, document management, and electronic signatures are helping support your workflow. Thank you for taking the time to share your experience with Firm360. We also appreciate your feedback regarding document editing. Firm360 does support editing Microsoft Office and Adobe documents directly, which may help eliminate the need to export, edit, and re-upload files. Our support team would be happy to walk you through this functionality or point you to the appropriate resources. Please reach out to support@myfirm360.com for assistance. Thank you again for your feedback and for being a valued Firm360 customer. ### 7. Helpful Hour Tracking & Secure File Sharing, but Overtime Tracking Needs Work **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** Tracking hours for payroll has been really helpful. I also like that we can send documents securely to our clients, which makes sharing files feel straightforward and safe. **What do you dislike about Firm360?** It doesn’t track regular and overtime hours separately for payroll. **What problems is Firm360 solving and how is that benefiting you?** Payroll and document sharing. **Official Response from Ranae Mogensen:** > Thanks for being a Firm360 customer! We're glad to hear that hour tracking has been helpful for payroll and that secure document sharing makes it easy and safe to collaborate with your clients. We also appreciate your feedback about tracking regular and overtime hours separately for payroll. We understand how valuable that distinction can be for firms managing employee time and payroll processes, and we've shared your suggestion with our product team for consideration. Thank you for taking the time to share your experience. If you have additional feedback or would like to discuss your workflow in more detail, please submit a support ticket or reach out to us at support@myfirm360.com. ### 8. Makes It Easy to See What Needs Doing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Firm360?** I love how easy it is to see the work I have to get done. **What do you dislike about Firm360?** I don’t like that there isn’t a mass download function. I have to click on each document to download it. **What problems is Firm360 solving and how is that benefiting you?** Workflow **Official Response from Ranae Mogensen:** > Thank you for being a Firm360 customer! We're glad to hear that Firm360 makes it easy to stay on top of your workflow and quickly see what work needs to get done. Helping firms stay organized and focused is exactly what we aim for. We also appreciate your feedback about downloading documents. Firm360 does support bulk document downloads for Admin users, though the feature may need to be enabled first. Once enabled, you can select multiple documents within a client's Documents tab and download them together rather than opening each file individually. For detailed instructions, please see: "How can I bulk export my client's documents?" in our Help Center. Thank you again for sharing your experience. If you have additional suggestions or questions, please submit a support ticket or reach out to our team at support@myfirm360.com. We're always happy to help and appreciate your feedback as we continue improving Firm360. ### 9. All-in-one solution for accounting **Rating:** 5.0/5.0 stars **Reviewed by:** Parth M. | Senior Technical Recruiter, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about Firm360?** Managing accounting workflows, time tracking and billing is overall done efficiently. Also the interface is fairly user friendly **What do you dislike about Firm360?** Particularly when handling large files (document) document management has lag which requires refinement **What problems is Firm360 solving and how is that benefiting you?** Its a all in one solution to management, streamlined operation ### 10. Management and BilliOne Place **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan M. | Partner, CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** Combined document management, project management and billing in one easy to use product **What do you dislike about Firm360?** Right signature request can be difficult to use **What problems is Firm360 solving and how is that benefiting you?** Combining multiple products into one in a very simple platform. Saves our firm time and money **Official Response from Ranae Mogensen:** > Thank you for being a Firm360 customer, Ryan! We're glad to hear that having document management, project management, and billing all in one platform is helping your firm save both time and money. Good news—we're currently rolling out Adobe eSign to existing customers, providing an enhanced signing experience for both firms and clients. We'd love to tell you more about it and discuss whether it's a good fit for your firm. Please reach out to our support team at support@myfirm360.com to learn more. Thank you for taking the time to share your experience and for trusting Firm360 to support your practice. ### 11. Effortless Practice Management with Firm360 **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew R. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** I really appreciate how easy Firm360 is to use. **What do you dislike about Firm360?** I haven't found any yet **What problems is Firm360 solving and how is that benefiting you?** I use Firm360 for client data management in practice management, and I like how easy it is to use. ### 12. Great Task Tracking, But Project Filters Need More Options **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Firm360?** Task tracking. I really like recurring projects. **What do you dislike about Firm360?** I wish there were more filter options for viewing projects. **What problems is Firm360 solving and how is that benefiting you?** Keeping track of progress on tasks. It helps me stay on top of my work. ### 13. Powerful Project Automations and Effortless Client Portal Access **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** automations within a project, automatic reminders, mass emails, ease of client portal access **What do you dislike about Firm360?** You need to have internet access to use program **What problems is Firm360 solving and how is that benefiting you?** automatic email reminders to clients for bill payment and e-signatures ### 14. Firm360: Reliable and Easy to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** I like using Firm360 because it is easy to navigate. It rarely gives me issues. **What do you dislike about Firm360?** No big issues with the software to report. **What problems is Firm360 solving and how is that benefiting you?** Firm360 allows us to keep client info organized. ### 15. Strong, Easy-to-Use CRM with Seamless Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2026 **What do you like best about Firm360?** STRONG CRM TOOLS, EASY TO USE, EASY INTERGRATION **What do you dislike about Firm360?** NOT MUCH, MAYBE IT COULD BE CHEAPER AS OTHER PRODUCTS ARE COMING OUT? **What problems is Firm360 solving and how is that benefiting you?** CRM TOOL THAT SOLVES CLIENT INTERACTIONS ### 16. User-Friendly and Easy to Use **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Firm360?** Its user friendly and easy to work with. **What do you dislike about Firm360?** sometimes it can be hard to navigate all the things available to us **What problems is Firm360 solving and how is that benefiting you?** i am not sure about what they are solving. ### 17. Easy to Navigate and Use and a great asset to our office **Rating:** 5.0/5.0 stars **Reviewed by:** Yarelis C. | admin assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Firm360?** Easy to navigate and use, and it also helps me keep track of documents and what’s needed for each client in terms of tasks. **What do you dislike about Firm360?** The font is small, so it can be hard to look at sometimes, although that might just be due to my settings. **What problems is Firm360 solving and how is that benefiting you?** Keeps track of all my client documents. ### 18. Firm360: All-in-One Workflow, Document Management & Accounting Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Firm360?** Firm360 is considered an all-in-one management tool that helps with workflow, document management, and accounting support. **What do you dislike about Firm360?** I dislike the usability of Firm360. The interface feels cluttered, with too many tabs, and it comes across as if it was just thrown together. I’d prefer something more organized and less “busy,” so it’s easier to navigate and use. **What problems is Firm360 solving and how is that benefiting you?** This software provides an all-in-one solution by keeping all the needed information in one place, instead of having it scattered across different locations. **Official Response from Ranae Mogensen:** > Your feedback about the interface feeling cluttered and busy with too many tabs is important and something our team takes seriously as we continue to refine the experience and improve navigation. If you’d like help customizing your setup or tips on streamlining your day-to-day use, our support team would be happy to assist. Please feel free to submit a ticket to our help desk or email us at support@myfirm360.com so we can help smooth things out. ### 19. Easy to Navigate with Clear Client Information Sections **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **What do you like best about Firm360?** Easy to navigate, provides clear sections for client information. **What do you dislike about Firm360?** In the notes not being able to space out information, it just all runs together. **What problems is Firm360 solving and how is that benefiting you?** It helps keep the client information organized and monitor what projects need to be worked on. ### 20. Firm360: All-in-One Task Management That Scales with My Growing Firm **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Firm360?** Conquering task management. As my firm grows I found I needed a platform that combined more than one managment task at a time. Firm360 will cover many tasks as I grow allowing me to fully utilize the platform without have multiple sites to manage my firm. **What do you dislike about Firm360?** I wish it had an appointment text/email reminder **What problems is Firm360 solving and how is that benefiting you?** Making sure I am on task and that each project stays in queue. I was trying to manage all the stages of say a tax return, but I had to look at multiple sources to make sure I was up to date. This program will save me so much time. **Official Response from Ranae Mogensen:** > Thank you for being a Firm360 customer! We really appreciate you taking the time to share your experience on G2. It’s great to hear that Firm360 is helping you conquer task management as your firm grows and that having everything in one platform is saving you time and keeping projects moving through each stage without juggling multiple systems. That’s exactly the kind of efficiency we aim to support. We also appreciate your feedback about appointment text/email reminders. That’s a helpful suggestion, and we’ve noted it for our product team. In the meantime, if you’d like to talk through any workflows or possible workarounds, please feel free to submit a ticket or reach out to our support team at support@myfirm360.com — we’re always happy to help. Thanks again for sharing your feedback and for trusting Firm360 as your firm continues to grow! ### 21. Helpful Support, Though Follow-Ups Are Sometimes Needed **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2026 **What do you like best about Firm360?** Support is helpful though there is a good bit of having to follow-up on open items. **What do you dislike about Firm360?** I havent found something that I dont 'dislike' per say, works as expected. **What problems is Firm360 solving and how is that benefiting you?** I dont have any problems that are needing to be solved. ### 22. Great for Data & Team Collaboration, but Client Search Needs Improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Firm360?** It organizes a lot of data and helps teams collaborate. **What do you dislike about Firm360?** It does a poor job of finding clients unless the last name is used. **What problems is Firm360 solving and how is that benefiting you?** Helping teams collaborate and track time for projects. Increases efficiency. ### 23. Hit or Miss - Better for Small Firms **Rating:** 3.0/5.0 stars **Reviewed by:** Andrew T. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Firm360?** Billing and invoicing is quick and snappy, able to invoice much quicker and auto reminders are a good touch. Client management system is good, to see clients, contact information, emails, and also share multiple clients with a single contact for those that have multiple businesses is a good thing. **What do you dislike about Firm360?** It tries to do too much and mediocre at most aspects. As a Firm with a good reputation in the community, many of the aspects like messaging to clients and invoices lack customizations that would make us look more professional and put our branding in all messaging. Letter templates are bland white letters with no custom logos, no branding and look like spam letters since all this is removed. The time tracker is cumbersome and editing it while still in use is basically nonexistent, since you have to save down your time just to edit a wrong category or billing item. It is just not friendly enough for a medium size firm that needs to be Brand forward and custom for the large clients we serve. The PDF document and file managment are unusable and we have stopped using their document management system. To download each PDF workpaper and then use an add-on to resync it, (which would fail by the way many times) left us with more headaches than solutions. A small firm may have great success, but overall I think F360 would be better off focusing on a few compenents and doing these really well. The Software still can glitch and just overall not hitting all the marks. **What problems is Firm360 solving and how is that benefiting you?** It solves the problem for project tracking through the various stages of our workflow. Also for easy billing and sending online bills to client for online payment. ### 24. Firm360 has kept our firm on track, simplified our processes, and saved us money. **Rating:** 5.0/5.0 stars **Reviewed by:** Whitney S. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Firm360?** More than 3 years ago, we were able to move from multiple different products for project management, time tracking, client portals and A/R to everything in one place with Firm360. By setting up project templates, we are able to keep on top of repetitive work, annual filings for clients, etc. and nothing falls through the cracks. Support has been very responsive and there are continuous updates adding more nice features. The ability to run reports and analyze time on projects, clients, etc. is very helpful in adjusting workloads and pricing to our clients. We live by Firm360 daily! **What do you dislike about Firm360?** No app for clients. Would be nice for clients to be able to take a picture or create a PDF from their phone and upload to us through the product. **What problems is Firm360 solving and how is that benefiting you?** Streamlined our software subsciptions and helps us keep a better handle on workload, client time, billing and communications. Clients seem to find it easy to use as well. **Official Response from Emily Maxie:** > Thank you for your detailed review! We're so glad to hear that Firm360 has helped streamline your firm’s workflows, consolidate multiple tools, and improve project tracking and reporting. It’s great to know that the platform has become such an integral part of your daily operations. We appreciate your suggestion for a client app with mobile upload capabilities—that’s valuable feedback, and we’ll take it into consideration as we continue to enhance the platform. Thank you for your support and for sharing your experience. ### 25. Using for about 7 months now **Rating:** 4.0/5.0 stars **Reviewed by:** Rachel D. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** An all in one snapshot of clients and all of their documents, client information, fees, etc. I like being able to access the reports that I need in current time. The user manual has a lot of good information and tips that will typically help you solve any question that you do have. When reaching out to customer service, I have always received a prompt response to my question. **What do you dislike about Firm360?** There is definitely a learning curve and all staff has to utilize it in the same manner to work efficiently and effectively. Not a fan of the messages feature. If a client sends a message all users in our firm get the message. Not just the partner in charge for who it was intended for. You can utilize the filtering option so they don't crowd up your inbox. **What problems is Firm360 solving and how is that benefiting you?** All client data is in one platform and easily accessible. The ability to utilize portals/collect signatures via RightSignature directly from this platform is also a plus. **Official Response from Emily Maxie:** > Thank you for your detailed feedback! It’s great to hear that Firm360’s all-in-one platform has made client data and documents easily accessible and that features like portals and RightSignature integration have been helpful for your firm. We appreciate your comments on the learning curve and the messaging feature, and we’ll take these into account as we refine the platform to improve efficiency and usability. Your insights are invaluable, and we’re grateful for the opportunity to support your firm’s success. ### 26. A Great Software Solution. **Rating:** 5.0/5.0 stars **Reviewed by:** McKayla B. | Tax Preparer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Firm360?** Firm360 is user friendly and intuitive. In addition, the online setup guide made it possible to implement Firm360 quickly, and our staff was able to get to work without needing to spend hours training. In addition, The customer support responds very quickly, and they are kind and helpful. **What do you dislike about Firm360?** It would be helpful if Firm360 had a feature to select multiple documents at once and download them at the same time. Right now, we have to merge the PDFs into one document, download them, and then separate them once they are out of Firm360. We also are not able to use the sign feature within Firm360 as it was found to be too difficult for clients. **What problems is Firm360 solving and how is that benefiting you?** Firm360 is great for client and project management. All client information, projects, and documents are in one place, and it has greatly improved workflow. **Official Response from Emily Maxie:** > We’re happy to hear that Firm360’s user-friendly design and quick implementation have helped your team get up and running smoothly, and that our customer support has been responsive and helpful. I just checked with our support team, and they said it is possible to download multiple documents at once. Here's a link with instructions on how to do that. If you have any questions, please reach out to support@myfirm360.com ### 27. Amazing Software **Rating:** 5.0/5.0 stars **Reviewed by:** Haley E. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** Firm360 is a very easy platform to use. It has so many helpful features and helps keep our projects organized. The customer suppoort forum is super helpful. We almost never actually have to reach out to their customer service team as every question I've ever had was easiler answered using the help center, but the times i have had to reach out to the customer service team they have been very helpful, kind, and super fast! Firm360 is great! **What do you dislike about Firm360?** Some of our clients have a hard time using the document portal, but that could very much be user error. I can't really think of anything bad to say about Firm360. **What problems is Firm360 solving and how is that benefiting you?** Firm360 helps us to stay organized, and gives our clients a secure way to give us important and confidential material. **Official Response from Emily Maxie:** > Thank you for your wonderful review! We’re happy to hear that Firm360 has made organizing projects easier for your team and that our Help Center and customer service have been valuable resources for you. We appreciate your feedback about the document portal and will continue working to ensure it’s as intuitive as possible for all users. Thank you for trusting Firm360 to support your firm’s needs! ### 28. Firm360 - Tremendous Organization **Rating:** 4.5/5.0 stars **Reviewed by:** Lee V. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** I love how we can easily organize tasks & assign them. It took a bit getting used to having some of the tasks send a notification to the client, but once you understand it, it is a game changer. Customer Service is wonderful!!! Always very responsive **What do you dislike about Firm360?** I wish I could send out bulk notifications such as getting your documents in by a certain date or no guarantee of return to be filed on time...or the BOI deadline. That would be amazing! Price is a bit high, but that's part of allowing us to be organized. Initial implementation and integration is a bit confusing, but fortunate, I have a great team member whom has immeresed herself in it! **What problems is Firm360 solving and how is that benefiting you?** Keeping our team organized. I was using an excel spreadsheet if that's an indicator of how unorganized we were. **Official Response from Emily Maxie:** > Thank you for your review! We’re so glad that Firm360 has helped your team stay organized and made a big difference compared to your previous process. It’s wonderful to hear that task organization, notifications, and our customer service have been game changers for you. We appreciate your feedback on bulk notifications and the implementation process, and we’ll use it to continue improving the platform. Thank you for trusting us to support your firm’s success! ### 29. Firm360 is an all-in-one system that streamlines process and saves time. **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua S. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Firm360?** Having all client information centralized in one place, including the client portal, payment options, billing, and time tracking, has eliminated the need to navigate multiple systems for information. Our entire day is seamlessly integrated into Firm360, with its easy and intuitive navigation enhancing our workflow. The implementation process exceeded our expectations, as Firm360 guided us through every step. Their customer support is unparalleled, always providing accurate answers and treating us with exceptional friendliness. **What do you dislike about Firm360?** Although it would be nice to have more canned report options and/or ways to save customized reports, we can always get what we want by exporting to Excel. Hopefully this feature will be improved. **What problems is Firm360 solving and how is that benefiting you?** Firm360 helps our team stay focused and efficient. Our project management, time, documents, billing, and client portal are all integrated saving us valuable time. ### 30. Love F360! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Firm360?** Having everything easily accessible. It is easy to navigate. I use it all day every day. **What do you dislike about Firm360?** Have not come across anything I dislike just yet. **What problems is Firm360 solving and how is that benefiting you?** Everything is in one portal. **Official Response from Ranae Mogensen:** > Thanks for being a Firm360 customer! We’re so glad to hear you’re loving Firm360 and that having everything easily accessible in one portal makes such a difference in your day. It’s great to know the navigation works well for you and that you’re able to rely on Firm360 all day, every day. We truly appreciate you taking the time to share this feedback. If you ever have ideas or suggestions down the road, we’d love to hear them. Feel free to reach out anytime at support@myfirm360.com ### 31. Most comprehensive firm management tool available... **Rating:** 5.0/5.0 stars **Reviewed by:** Jason C. | CPA & Director for Advisory Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** Firm360 consolidated about 7 programs for us: ShareFile, DocuSign, SharePoint, MS ToDo, Outlook Contacts, TSheets, QBO A/R, Intuit Payments. All are integrated, work together, and are easy to navigate. Implemenatation takes time, but once completed, it saves so much more time in admin down the road. The support staff is second to none. Always repsonsive and helpful. We could not run our firm any better without Firm360. **What do you dislike about Firm360?** My only criticism is lack of an app for iOS or Android. It would be great to work with tasks and client messages on a phone. **What problems is Firm360 solving and how is that benefiting you?** Ability to use RightSignature templates inside of a Project Template. Once addressed, this will eliminate a huge step where we use a RightSignature template outside of FIrm360 for engagement letters. ### 32. Review of My Experience with Firm 360 (Numeric Strategies) **Rating:** 4.0/5.0 stars **Reviewed by:** Vanessa G. | Office Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** What we like best about Firm360 is how it centralizes all our clients' tax information in one secure platform. It streamlines the workflow, making it easy to manage documents, track progress, and collaborate with clients efficiently. The intuitive design and real-time updates have significantly improved our overall productivity. **What do you dislike about Firm360?** One area where we feel Firm360 could improve is the customization options for client communication. **What problems is Firm360 solving and how is that benefiting you?** Firm360 is solving the problem of managing and organizing client tax information in a centralized, secure platform. It eliminates the need for multiple systems and manual processes, allowing us to streamline workflows, reduce errors, and save time. By providing easy access to documents and real-time updates, Firm360 has significantly improved our efficiency and client communication, ultimately benefiting both our team and clients. **Official Response from Emily Maxie:** > Thank you for your thoughtful review. It's great to hear that Firm360 has helped centralize your clients’ tax information, streamline workflows, and improve productivity for your team. Your feedback on enhancing customization options for client communication is greatly appreciated, and we’ll consider it as we work to make the platform even more effective. Thanks for sharing! ### 33. Great Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Darla R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Firm360?** The most helpful for Firm 306 was the project management. We love the project management. It is so easy and effortless. **What do you dislike about Firm360?** The only downside I have for Firm360 would be the invoicing. There is really only a couple ways to prepare an invoice. I have in the past been able to write exactly what I wanted in the invoice so it makes certain clients happy. We like to bill tax planning and tax returns together without showing the two different projects. Just wish there was more flexibility here. **What problems is Firm360 solving and how is that benefiting you?** We didn't have an affordable good project management software. Firm360 solved that for us. When we see something in Firm360 not working right in project management, Firm360 will make the change. **Official Response from Emily Maxie:** > Thank you for your thoughtful feedback! We’re thrilled to hear that Firm360’s project management tools have been so helpful and effortless for your team. We also appreciate your input on invoicing flexibility and understand how more customization could better meet your needs, especially for combining billing items like tax planning and tax returns. You'll be happy to hear that we're currently working on adding flexibility to invoicing. Your suggestions help us improve, and we’re grateful for the opportunity to support your firm. Thank you for sharing your experience. ### 34. A very capable firm management suite **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Firm360?** Firm360 offers a suite of organizational tools aimed at assisting firms in tracking client projects, billing, expenses, and documents. Some aspects of this work better than others, but on the whole it offers a compelling package at a reasonable price compared to its competitors. Support is also extremely responsive to our needs, and I have personally been very grateful to see new features implemented that I requested. **What do you dislike about Firm360?** Depending on how complex your time tracking is, Firm360 may occasionally irritate you with its handling of this functionality. Having multiple timers that you stop and start precludes time editing later, and I've had instances of timers getting bugged when swapping between them over the course of a workday. Similarly, PDF merging is extremely buggy, and the indexes that it generates are prone to being radically out line with combined file contents. **What problems is Firm360 solving and how is that benefiting you?** We find that Firm360 is invaluable in bringing together time tracking, client documents, and project management all in one cohesive interface. Prior to moving to Firm360, we utilized separate systems for file management and project management (Smartvault and Practice CS, respectively). In swapping to Firm360, we were able to retain almost all of the functionality we got from those systems while making everything accessible to our staff through a convenient web-based interface. This has proved to be a huge boon when employees need to work from home or remotely. Of course, accessing all our client information from anywhere comes with an increased attack surface for threat actors, but fortunately Firm360 has robust 2FA support to mitigate that risk. ### 35. Review for Firm 360 from a Billing Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Firm360?** Firm 360 is a great tool and has been a game-changer for keeping our firm organized. Most of its features are easy to use and really help streamline our processes across the board. It’s clear a lot of thought has gone into making the software functional and intuitive. Firm 360 is still a solid platform overall. With some improvements to the billing module, it could truly be a one-stop solution for everything our firm needs. I’m excited to see how it continues to evolve! **What do you dislike about Firm360?** as a billing manager, I think there’s room for improvement when it comes to the billing features. For instance, it would be great to have a smoother workflow for updating invoices—especially when adding time or making edits after the fact. Right now, having to cancel the entire invoice and start over feels clunky and time-consuming. Another area that could use some work is managing payments. Moving payments around without having to cancel the invoice and delete the payment would make things so much easier and improve record-keeping. These kinds of updates would save a lot of time and effort and make the billing process feel more seamless. **What problems is Firm360 solving and how is that benefiting you?** For me as a billing manager, Firm360’s time tracking and billing integration have been really helpful. It’s easy to pull time entries directly into invoices and track the status of payments. Although I’d love to see some enhancements to the billing features (like smoother editing of invoices or managing payments), the platform already makes the process much more efficient than before. **Official Response from Emily Maxie:** > Thank you for your thoughtful and detailed feedback! We're thrilled that Firm360 has been a game-changer for keeping your firm organized and streamlining processes. We appreciate your insights on how the billing module could be improved, particularly around invoice editing and payment management. Your suggestions are incredibly valuable, and we’ll take them into consideration as we continue to enhance the platform. It’s great to hear that the time tracking and billing integration have already made a positive impact, and we’re excited to keep evolving to better meet your needs. ### 36. It is made for a firm like mine! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Firm360?** It has the functions I need without a bunch of stuff I don't. I am a firm of 11 total staff and we use Lacerte as our tax software. I love that they are still adding new things and I get to suggest things that are directly helpful to my processes and they get implemented. The customer service is personalized and quick. They actually care about how I use the product and coming up with custom solutions when I need them. We are also getting feedback from clients about the portal being much easier than what we were using before. **What do you dislike about Firm360?** The only downside to that they are still developing is there are some features we are having to wait for. **What problems is Firm360 solving and how is that benefiting you?** We were using a mix of about 5 different softwares before for file shareing, file storage, client portal, billing, time tracking, and overall client management. By next year we will have all our processes moved over so we are only using Firm360 for all of it. Probably the largest improvement it has made so far is billing. We went from this being a multiday process to less than a day. It has also drastically improved our management of AR. **Official Response from Emily Maxie:** > Thank you for your detailed review! It’s great to hear how Firm360 has streamlined your processes, consolidating multiple tools into one platform and significantly improving efficiency. We're glad that our customer service and client portal have made a positive impact as well. We appreciate your patience as we continue to develop new features to enhance your experience further. Your feedback and suggestions are invaluable to us—thank you for sharing. ### 37. F360 was not what I was expecting. **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** Auto roll forward of projects now that all the glitches are worked out. Support response is awesome but unfortunately had to use it too much to have glitches worked out. Tracking status easily viewable. I do not work on the billing side but it seems to be easier and receiving payment seems to be easier. **What do you dislike about Firm360?** Does not track state return due dates. Had TOO many glitches that had to be worked out in set up. Too many problems with integration. No in person training that I was aware of. Not restrictive enough as far as due date/extension date locked in for no editing. I do not think F360 was prepared enough for non December FYE projects and state returns and those projects due dates still scare me as far as relying on the accuracy of the tracking. Your project view reports are confusing in regards to due dates, extension dates and target dates. I can not rely on their accuracy. **What problems is Firm360 solving and how is that benefiting you?** For my purposes only, it helped with roll forward to new year projects but other departments project status tracking was a positive. **Official Response from Emily Maxie:** > Thank you for taking the time to share your feedback. We sincerely apologize for the frustrations you’ve experienced. Your concerns about due date tracking, and reporting accuracy are extremely important to us, and we’d like the opportunity to make things right. Please reach out to us directly at support@myfirm360.com so we can better understand your challenges and work together on a solution. Your feedback is invaluable, and we’re committed to improving your experience with Firm360. ### 38. Accounting Firm Project Management Software **Rating:** 4.0/5.0 stars **Reviewed by:** Chris S. | Owner / Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Firm360?** The ability to keep all client documentation / interactions in one platform. Also very easy to use overall once you understand how some of the features work together. **What do you dislike about Firm360?** Probably the fact that a phone call to tech support is not automatically included with subscriptions - especially on a firm our size. Email and Help Center are fast and user friendly - but a quick phone call would be far more helpful. **What problems is Firm360 solving and how is that benefiting you?** Easier client interaction thru the software for clients who have a little bit of savy. Keeps all of our storage documents and projects in one spot instead of multiple programs. **Official Response from Emily Maxie:** > Thank you for your feedback! We're glad to hear that Firm360 has made client interactions smoother and streamlined your document and project management processes. Thank you for sharing! ### 39. Easy to use client account management system for accounting firms **Rating:** 5.0/5.0 stars **Reviewed by:** Maria F. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2024 **What do you like best about Firm360?** Easy to use menus, easy to track client projects, great visuals, easy to pull reports. They are updating the software with our suggestions often. **What do you dislike about Firm360?** I am hoping they will improve their Project Delivery package option soon to help with a timely delivery of forms to sign, tax return action items, and tax return copies all delivered together to the client in a cohesive format. **What problems is Firm360 solving and how is that benefiting you?** Keeping track of what stage a client project is in, and who is working on it, and what we are waiting for from a client... whether it is a payment, paperwork, signature on documents, etc. ### 40. Similar to Others, Still Exploring and trying to understand it better **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Broadcast Media | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2025 **What do you like best about Firm360?** It’s almost the same as others I’m still not sure what’s the difference **What do you dislike about Firm360?** I’m not experienced enough to give a proper suggestion **What problems is Firm360 solving and how is that benefiting you?** I’m not exactly sure at the moment ### 41. Performance Analysis **Rating:** 4.5/5.0 stars **Reviewed by:** Neha B. | Accounts Receivable Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2025 **What do you like best about Firm360?** I am an Account Receivable Supervisor and I am using Firm360 software for managing my clients Invoices and other documents which i need to review on daily basis. For an Accountant,Firm360 is best software for manage and review all documents in proper way. **What do you dislike about Firm360?** While using this app, I have to spend more to find a document in the folder because the structure of folder is not in a proper way. **What problems is Firm360 solving and how is that benefiting you?** We were used shared drive before using Firm360 for saving documents. It take more to find a documents as compare to Firm360. Now we using Firm360 for manage documents and its easy to use. **Official Response from Ranae Mogensen:** > Thanks for being a Firm360 customer, Neha! We’re glad to hear Firm360 is helping you manage invoices and documents more efficiently compared to your old shared drive. We hear your feedback on the folder structure and how it can make finding documents slower at times. Our team is always working to improve this experience, and we’d be happy to walk you through tips that might help streamline your setup. Please reach out anytime at support@myfirm360.com ### 42. Loving it so far! **Rating:** 5.0/5.0 stars **Reviewed by:** Fancher S. | President, Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Firm360?** Ease of use and can quickly get to the information I need quickly. Also, clients love the ease of use on the portal side. We have been on the platform about 6 months now and we have found support to be outstandingly responsive as we get things settled and moved over from our legacy platform. All in all one of the best investments we have made in the past 5 years. **What do you dislike about Firm360?** Would like some of the view screens to be a little more customizable and more options in the reports. ALthough I do believe they are continuing to build out new reporting options. **What problems is Firm360 solving and how is that benefiting you?** Given us better insights into our project management and tracking. And has made the billing processess substantially easier and clients ability to process payments directly in the system. **Official Response from Emily Maxie:** > It's great to hear that Firm360 has been a valuable investment for your firm, streamlining project management, billing, and client payments while garnering positive feedback from your clients. We appreciate your suggestions for more customizable view screens and reporting options, and we’re actively working to expand these features. Your feedback is incredibly valuable as we continue to enhance the platform. Thank you for sharing your experience! ### 43. Performance Analysis **Rating:** 4.5/5.0 stars **Reviewed by:** Gautam M. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2025 **What do you like best about Firm360?** As a account manager, Firm360 made document management easy for my team. My clients can directly upload documents by themselves as well as they can easy organize all things easily. **What do you dislike about Firm360?** When I use first time Firm360, I required to take training and it's take 3 to 4 week to understand all features. I think it should be max 1 to 2 week. **What problems is Firm360 solving and how is that benefiting you?** Before using Firm360, we are using Outlook and Suralink to collect documents but its very time consuming process and its make mess. After using Firm360 its help us a lot and save up to 70% time and resources. **Official Response from Ranae Mogensen:** > Thanks for being a Firm360 customer, Gautam! We’re glad to hear that document management has become so much easier for your team and that you’re saving so much time compared to Outlook and Suralink. We design onboarding to give every client plenty of time with our team, so all your questions are answered and you’re set up for long-term success. If you’d like more tips or resources, our support team is always available at support@myfirm360.com ### 44. Lots of bugs and slow support fixes **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** I like that everything is in one place, documents, time and project tracking, clients notes, client portal, and online invoicing and payments. These have all been great additions to our firm. **What do you dislike about Firm360?** The reports could be more robost. IT support has been slow. It seems like there's a new software bug everytime we turn a corner. Promises during the sales process that haven't been fulfilled. Seems like a common answer is we're waiting on the development team. Seems like they grew extremely quick and don't have the resources to handle it. **What problems is Firm360 solving and how is that benefiting you?** The client portal and invoicing have to be at the top of the list. Prior to Firm360 we have multiple softwares doing the job of Firm360 so it's nice to have it all located in one place. **Official Response from Emily Maxie:** > Thank you for your thoughtful and candid review. We’re glad to hear that Firm360’s all-in-one platform has been a valuable addition to your firm, especially with the client portal and invoicing features streamlining your processes. We also really appreciate your feedback on areas where we can improve. We are actively working to address these challenges as we continue to enhance the platform. Thank you for your patience and for sharing your insights—they help us prioritize what matters most to our users. ### 45. Firm360 Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2025 **What do you like best about Firm360?** Firm360 is relatively easy to use and implement into your organization. We started using the product about 3 months ago and have had no issues so far. **What do you dislike about Firm360?** The only downside to Firm360 is that there is no weekly calendar type view that you can add your specific client/project in and then add time for each day. Instead you have to create a new time entry for each day even if it is the exact same as the day before. The product would be more efficient if you add a client/project in once, and then allocate your time across a given period (week). **What problems is Firm360 solving and how is that benefiting you?** Firm360 helps us allocate our time across various clients and projects, and track the progress of each. ### 46. Useful for organizing our office, moving toward paperless, and streamlining some of our processes. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2025 **What do you like best about Firm360?** Consolidated our timekeeping, billing, databases, and client communications into one place. Great tool for our office manager who handles basically everything. **What do you dislike about Firm360?** Clients are often confused, seems to lack advanced features found in other softwares like integrating AI, etc., sending organizers and finished returns is a great deal of work and sends clients a lot of emails, so they miss stuff like payment vouchers. Electronic forms are clunky and setting up workflows is something we haven't been able to crack. User Manual isn't very user friendly and often doesn't have info we're looking for. **What problems is Firm360 solving and how is that benefiting you?** Saves us time in that our processes are streamlined and our data is almost all in one place. Additionally, staff time keeping and timesheet generation is easier. **Official Response from Emily Maxie:** > Thank you for your honest and detailed feedback. We’re glad to hear that Firm360 has helped streamline your processes, consolidate key functions, and make timekeeping and timesheet management easier. Thank you also for your feedback about client communications, the need for more advanced features, and the challenges with workflows and documentation. Your input is incredibly valuable, and we’re committed to addressing these areas to improve the platform for you and your team. Please don’t hesitate to reach out to support@myfirm360.com if there’s anything specific we can assist with—we’re here to help! ### 47. There are some areas of Firm360 that need improvement. **Rating:** 3.5/5.0 stars **Reviewed by:** BETH P. | Accountant (CPA), Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Firm360?** I am a CPA doing bookkeeping and tax work. I found that F360 was easy to use right from the start. The clients main tab is excellent. I've had experience with GoFile Room and File Cabinet, neither having this type of place to compile the clients' most important data. **What do you dislike about Firm360?** Downsides are when logging in there is no way to view your password to make sure you entered correctly before submitting. The bigger downside for me is when saving client's different sets documents to Firm360, I have to re-enter the client's name/number. With GoFileRoom, there was capability to "save" the client name/number. **What problems is Firm360 solving and how is that benefiting you?** I can easily see how much time has been spent on a client. Projects assigned to me are easily seen. **Official Response from Emily Maxie:** > Thank you for your thoughtful feedback. We appreciate your suggestions regarding password visibility during login and streamlining document-saving processes. Your input helps us identify areas for improvement, and we’re committed to refining the platform to better meet your needs. Thank you for sharing your experience. ### 48. Solution to our problem **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2024 **What do you like best about Firm360?** I like that F360 is easy to use, the onboarding process was seamless, and customer support is very active. In terms of features: Billing- I like that when you invoice customers they get automatic reminders, when clients pay their accounts are updated automatically. Being able to have all client contact information is one place is great so everyone within our organization has easy access to client information. Project Management- It is very easy to move projects along and see who has what projects and where they are in terms of completion. Reporting- F360 reports are easy to use and there are many different filter options. We have 3 partners and 3 offices, so it is easy to run reports by partner, office, entiry type, etc. **What do you dislike about Firm360?** There isn't a scheduling feature so I can see on calendar when my employees are and scheduled to be. **What problems is Firm360 solving and how is that benefiting you?** F360 is managing AR and keeping track of client projects. ### 49. Simple & Powerful Practice Management Program **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Firm360?** Firm360 was a great solution for our firm to modernize our processes, consolidate software programs, and implement a practice management solution that did not exist at our firm. The billing side of Firm360 has immensely improved our internal processes and sped up the process of invoicing clients. **What do you dislike about Firm360?** Firm360 could revamp their document organization within the internal firm side and external client-viewing side. We have had difficulties organizing documents without a true file network system. For our clients, it would be beneficial for them to see file folders as well to better organize and find documents. **What problems is Firm360 solving and how is that benefiting you?** Firm360 is solving the issue of tracking projects within our office and also setting deadlines for projects so that nothing is missed. **Official Response from Emily Maxie:** > Thank you for your detailed feedback! We’re so glad that Firm360 has helped your firm modernize processes, consolidate tools, and improve invoicing efficiency. We appreciate your insights about document organization for both internal and client-facing systems. Enhancing this functionality is a priority, and your feedback helps guide us as we continue improving the platform. Thank you for sharing your experience and helping us make Firm360 even better! ### 50. Performance Review **Rating:** 4.5/5.0 stars **Reviewed by:** Ajay B. | Senior Account Executive, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2025 **What do you like best about Firm360?** I am working in US Accounting Industries from last 6 year and as per experience of using Accounting Software and Tools Firm360 Software is the useful one. It reduce my daily work stress with providing excellent work support for maintaining the document proper way. **What do you dislike about Firm360?** There is no option of automatically going to the next document. **What problems is Firm360 solving and how is that benefiting you?** The best feature of this software is it manage all documents in a proper way. 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