Firm360

About Firm360

Firm360 is an all in one firm management solution for accountants and CPA businesses. The software can be used to monitor workflows, track time and communicate with clients in real-time. Firms get to manage sensitive documents using the software besides facilitating active collaboration between members within a particular team. It also ensures that the documents get transferred in a secure way. An automated workflow monitoring mechanism offered by Firm360, facilitates greater levels of control besides enhanced efficiency. Enterprises get to monitor the present condition of an ongoing project and send timely notifications to the dedicated staff. Advanced scheduling features offered by the software facilitates better time tracking and multiple project monitoring in a simultaneous manner. A friendly user interface offered by the particular enables greater scalability and flexibilities as well. Firm360 is hosted on Amazon AWS infrastructure and ensures that the data in transit is encrypted using SSL. Data stored within the particular gets backed up in separate regions of the US and can be recovered as per users’ business needs.

Screenshots & Videos

Pricing

Free Trial Not Available
Starts at $49.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

94%
Reviews

73%
Momentum

63%
Popularity

73%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)
Desktop App (Windows, Mac)

Organization Types Supported

Medium Business
Small Business

API Support

NA

Modes of Support

24/7 (Live rep), Business Hours, Online

Firm360 Features

Show Feature Explanation

Show Missing Features

Accounting Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

94%

Spend Management

Managing the expenditure of a business in order to build its product or services

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Payroll

Handling the salary payable to the employees

Multi-Currency

Enables payment and collection in multiple currencies.

General Ledger

Maintaining and recording all the accounting related transactions.

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Collections

Recovery of cash from a business or individual.

Cash Management

Collection and management of cash.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.

Accounts Receivable

Handling the money the client owes to the company.

Accounts Payable

Handling the money owed by a business to its suppliers.

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Purchasing

Acquiring goods or services required for the business at minimal cost

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

Firm360 Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based / Subscription )

Pricing Plans

Basic $49.00 $49.00 per month

No User minimum

Prices Based on Annual Billing

Features

Client Management
Document Management
Secure Client Portal
Time Tracking and Billing
Basic Reporting
Collect Payments (CC and ACH)
E-signature Integration (extra fee)
Video Based Training
Standard Email Support

Standard $79.00 $79.00 per month

3 User Minimum

Prices Based on Annual Billing

Features

Everything in Basic
Project Management
Automated A/R Collections
Advanced Reporting
Custom Fields
Integrations
Training and Onboarding
Standard Email Support

Premium $99.00 $99.00 per month

3 User Minimum

Prices Based on Annual Billing

Contact for Custom Pricing for Over 20 Users

Features

Everything in Basic + Standard
E-signature Licenses Included
Integrations with Zapier and Open API
Premium Training and Onboarding
Dedicated Customer Success Manager
Premium Email and Phone Support

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 28/06/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Firm360 Pricing