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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



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
  • Reviews
  • Momentum
  • Popularity

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

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

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


Handling the salary payable to the employees


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.


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


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 )

Pricing Plans

Disclaimer: The pricing details were last updated on 06/02/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Firm360 Pricing.

Firm360 Alternatives

View All Firm360 Alternatives

Firm360 Reviews

User Rating

5/5 (Based on 23 Ratings)

Rating Distribution

  • Excellent

  • Very Good

  • Average

  • Poor

  • Terrible


Do You Use Firm360?

Write a Review

Firm360 Screenshots

Firm360 FAQs

What is Firm360 used for?

Firm360 is Accounting Software. Firm360 offers the following functionalities:

  • Spend Management
  • Revenue Recognition
  • Project Accounting
  • Payroll
  • Multi-Currency
  • General Ledger
  • Expense Tracking
  • CPA Firms
  • Collections
  • Cash Management
  • Billing and Invoicing
  • Bank Reconciliation
  • Accounts Receivable
  • Accounts Payable

Learn more about Firm360 features.

What are the top alternatives for Firm360?

Does Firm360 provide API?

No, Firm360 does not provide API.

Firm360 Contact

Vendor Details

Raleigh, North Carolina Founded : 2019

Contact Details

Not available

Social Media Handles

Grid Report for Firm360



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