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. Análise coletada por e hospedada no G2.com.
One area where we feel Firm360 could improve is the customization options for client communication. Análise coletada por e hospedada no G2.com.
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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. Análise coletada por e hospedada no G2.com.
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. Análise coletada por e hospedada no G2.com.
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! Análise coletada por e hospedada no G2.com.
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. Análise coletada por e hospedada no G2.com.
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. Análise coletada por e hospedada no G2.com.
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. Análise coletada por e hospedada no G2.com.
Most helpful is it's easy to navigate, it offers a wide range of tools like client management, time tracking, and billing all in one place, the platform works well with other accounting software which eases our job, and the customer support team is very helpful. My firm uses Firm360 every day! Firm360 makes implementation easy with it's guided onboarding and helpful training resources! Análise coletada por e hospedada no G2.com.
Although the interface is user-friendly, there can still be a learning curve for new users to get fully accustomed to all the features. Some users might find the customization options limited compared to other platforms. Depending on the size of the firm, the cost of using Firm360 can add up. Overall, while Firm360 has a few downsides that I honestly had to stretch to find, its benefits far outweigh them, making it a valuable tool for acounting firms. Análise coletada por e hospedada no G2.com.
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. Análise coletada por e hospedada no G2.com.
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. Análise coletada por e hospedada no G2.com.
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 Análise coletada por e hospedada no G2.com.
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! Análise coletada por e hospedada no G2.com.
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. Análise coletada por e hospedada no G2.com.
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. Análise coletada por e hospedada no G2.com.
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! Análise coletada por e hospedada no G2.com.
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. Análise coletada por e hospedada no G2.com.
Firm360 tem sido um divisor de águas para nossa firma de contabilidade! O software é intuitivo, fácil de usar e projetado com as necessidades dos profissionais de contabilidade em mente. Desde o acompanhamento de tempo até faturamento e gerenciamento de projetos, é uma solução tudo-em-um que simplificou nossos fluxos de trabalho e melhorou a eficiência.
A equipe de suporte ao cliente é excepcional—eles são sempre responsivos, conhecedores e dispostos a ir além para garantir que aproveitemos ao máximo a plataforma. Recomendo altamente o Firm360 para qualquer firma de contabilidade que deseja modernizar suas operações e se manter à frente. Análise coletada por e hospedada no G2.com.
Eu gostaria de pesquisar tarefas da mesma forma que pesquiso projetos usando campos personalizados do cliente. Análise coletada por e hospedada no G2.com.
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. Análise coletada por e hospedada no G2.com.
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. Análise coletada por e hospedada no G2.com.
