# Firm360 Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Firm360 the right Time Tracking solution for you? Explore 159 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/197013/Firm360/reviews --- Firm360 4.7 (159) [View alternatives](https://www.capterra.com/p/197013/Firm360/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Reviews of Firm360 Ease of use 4.6 Customer Service 4.8 ## Pros and Cons in Reviews BB Benjamin B CFOAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “The software has streamlined so many aspects of our day-to-day operations—client management, workflow tracking, document organization, and team collaboration all in one place.“ September 8, 2025 TB Tempi B Certified Public AccountantAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “The small things we dislike are not deal breakers and the efficiency, data security and workflow support the software provides has transformed tax season for us from what it was five years ago.“ September 8, 2025 BB Benjamin B CFOAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “The software has truly transformed the way our tax and accounting firm operates by giving us a centralized platform for managing clients, documents, and workflows. While there was a bit of a learning curve in the beginning, once our team became familiar with the system, it has been nothing but smooth sailing.“ September 8, 2025 TB Tempi B Certified Public AccountantAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “Our clients struggle with using a mobile device for document upload.“ September 8, 2025 Ashleigh L Audit ManagerAccounting, 11 - 50 employeesUsed the software for: Less than 6 months. “From time tracking to billing and project management, it’s an all-in-one solution that has streamlined our workflows and improved efficiency.“ December 20, 2024 KY Kelly Y Staff AccountantAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “I know it's important, but being automatically logged out after a certain time and re-signing in and waiting for the text code gets to be obnoxious throughout the day.“ October 11, 2024 MR Monica R Enrolled Agent and PresidentAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “Now, everything is streamlined in one place—client management, document storage, task tracking, and communication.“ September 8, 2025 CT Christine T Payroll SpecialistAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “not being able to set up reoccurring projects in multiple clients at once“ July 19, 2024 ## Showing most helpful reviews Showing 1-25 of 159 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ashleigh L. Audit Manager Accounting Used the software for: Less than 6 months ### "Love this software" December 20, 2024 5.0 Firm360 has been a game-changer for our accounting firm! The software is intuitive, user-friendly, and designed with the needs of accounting professionals in mind. From time tracking to billing and project management, it’s an all-in-one solution that has streamlined our workflows and improved efficiency. I highly recommend Firm360 to any accounting firm looking to modernize their operations and stay ahead of the curve. Pros The customer support team is exceptional—they’re always responsive, knowledgeable, and willing to go the extra mile to ensure we get the most out of the platform. Cons not really a con - but I wish that while searching through tasks you could drill down to the client custom fields like you can in projects. Review Source Response from Firm Software September 17, 2025 Thanks so much for your thoughtful review, Ashleigh! We’re thrilled to hear that Firm360 has been a game-changer for your firm and that our support team has been so helpful — that means a lot to us. Great callout on drilling down to client custom fields in tasks; we’ve shared that with our product team. If you have more ideas, we’d love to hear them at support@myfirm360.com BB Benjamin B. CFO Accounting Used the software for: 1-2 years ### "Firm360 Review" September 8, 2025 5.0 Our overall experience with Firm360 has been excellent. The software has truly transformed the way our tax and accounting firm operates by giving us a centralized platform for managing clients, documents, and workflows. While there was a bit of a learning curve in the beginning, once our team became familiar with the system, it has been nothing but smooth sailing. We’ve seen noticeable improvements in efficiency, organization, and communication across our firm. The support team is always responsive and helpful, which makes the transition and ongoing use even better. Firm360 has become an indispensable tool for us, and we genuinely feel it has elevated the way we serve our clients. Pros Our tax and accounting firm has been using Firm360, and we absolutely love it. The software has streamlined so many aspects of our day-to-day operations—client management, workflow tracking, document organization, and team collaboration all in one place. It’s intuitive, efficient, and truly designed with accountants in mind. What we appreciate most is how much time it saves us. Tasks that used to require multiple programs and manual check-ins are now centralized, which has boosted both our productivity and client service. The support team is also fantastic—responsive, knowledgeable, and always willing to help. Firm360 has become an essential part of how we run our firm. If you’re looking for an all-in-one solution to manage your accounting or tax practice, I couldn’t recommend it more highly. Cons Like any robust all-in-one platform, Firm360 does have a bit of a learning curve in the beginning. It takes some time for new users to get fully comfortable navigating all the features, but once you’re familiar with the system, it quickly becomes second nature and the efficiency gains are well worth it. Switched from [SmartVault](https://www.capterra.com/p/82811/SmartVault/)[CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/) We switched from our old software because it felt disjointed and limited. We were constantly jumping between multiple programs to handle client communication, document storage, and workflow tracking, which created inefficiencies and wasted valuable time. Firm360 offered us an all-in-one solution that centralized everything in a single platform. The ability to manage clients, track projects, and securely store documents in one place has been a game-changer. We wanted software that could grow with our firm and make our processes more efficient, and Firm360 has delivered exactly that. Review Source JG Julius G. QA Process Specialist Accounting Used the software for: 6-12 months ### "Bad User Experience" September 23, 2024 1.0 Support is not very helpful. Very disappointing. Pros The Project Management feature is great. Cons Unresolved Time Tracking issue which we have been dealing for months. Alternatives considered [Quickbase](https://www.capterra.com/p/157262/QuickBase/) Reason for choosing Firm360 We are considering other products now because the support is not so helpful in resolving issues and they seem not open to receiving feedback or suggestions. Review Source JR Jennifer R. Office Manager Accounting Used the software for: 6-12 months ### "Love Firm360" September 8, 2025 4.0 It's been great. Their support is fantastic and they are quick to respond. Also, they are incredibly patient when training. Our firm had to find a new CRM platform when our old one was no longer being supported and we tried another cloud based platform prior to Firm360 and it was riddled with issues. We kept with it for 2 years and just couldn't deal with it any longer. The team at Firm360 made the transition easy and even though we had just learned and gotten used to the former one, switching again to a new one was a lot easier than expected. Pros Their project management is great, it meets most of our firms needs and once we were fully set up, it has really increased our efficency. Cons Their billing portion could use some work. It would be great if their invoicing and statements were a little more personalizable. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing Firm360 It met our firms needs the best. Also their support is very present. Switched from [MangoApps](https://www.capterra.com/p/131314/MangoApps/) Too many issues with the platform. Very "buggy" Review Source Response from Firm Software September 16, 2025 Thank you so much for your thoughtful review, Jennifer! We’re thrilled to hear how smooth the transition was for your firm and that our project management tools are boosting your efficiency. It’s also wonderful to know our support team’s patience and responsiveness stood out during training. We hear your feedback on billing and invoicing personalization and have shared it with our product team. In the meantime, please don’t hesitate to reach out to support@myfirm360.com with any specific needs. We truly appreciate having you as part of the Firm360 community! MJ Melissa J. Admin Accounting Used the software for: Less than 6 months ### "Easy to use " September 8, 2025 5.0 I have enjoyed using FIRM 360, it has been a huge upgrade from our previous software and keeps everything in one palce. Pros Its simple to use, \[sensitive content hidden\] has been very responsive to messages and anytime anyone needed help, it is nice to track projects with. Cons I think the only thing I have disliked so far is if I am on page 7, and click an client, if I hit the back space, it will take me back to page 1. Switched from [Document Intelligence](https://www.capterra.com/p/10012900/Document-Intelligence/) Slow, couldn't customize once, had to use multiple interfaces to do what 360 does in once. Review Source Response from Firm Software September 16, 2025 Thanks so much for your review, Melissa! We’re thrilled to hear Firm360 has been such an upgrade for your team and that you’re finding it simple to use and helpful for tracking projects. We also appreciate you pointing out the back button behavior — feedback like that helps us improve the experience. If you have more ideas or run into other quirks, feel free to reach us anytime at support@myfirm360.com. MP Matt P. Partner Accounting Used the software for: Less than 6 months ### "An excellent fit for our new firm" December 6, 2024 5.0 Firm360 has been an excellent fit for our new firm. It checked off boxes that others in the market couldn't, including the most reputable software companies. We're extremely happy with the decision we made to go with them! Pros Project templates, task management, client portal, document management. Cons AI tools are currently lacking. Hoping they add this in the future. Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Firm360 Document management was better. Liked the UI better. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Outgrew our previous solution and needed something more robust Review Source Response from Firm Software September 17, 2025 Thanks for being a Firm360 customer, Matt! We’re so excited to hear that Firm360 has been the right fit for your new firm. It’s fantastic that tools like project templates, task management, the client portal, and document management are helping your team hit the ground running. Your feedback on AI is very helpful, and we’re always looking ahead to add more value. We’re honored you chose Firm360, and we look forward to growing with your firm. AF Al F. CPA Accounting Used the software for: 6-12 months ### "Once you try it, you'll never go back to what you were using" October 25, 2024 5.0 Overall experience has been great. I cannot say enough good things about their staff. It is refreshing to talk with folks that actually care and are able to help rather than read from a chatbot script! Pros It is logically designed for accountants. Much easier to use than Onvio. Support is awesome! They actually care that you get the most out of Firm360. Cons Not all projects show in the print driver. You have to go to the document once printed to Firm360 and assign the desired project. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing Firm360 Firm360 is a better fit for our firm and represents great value. Switched from [CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/) Onvio is complex and not very logical. Support was TERRIBLE. It seems that it was designed where support is a major profit center. The more you call, the more they make. Review Source SR Stephanie R. Ownner Accounting Used the software for: Less than 6 months ### "Business Owner" October 12, 2024 4.0 I have found productivity increasing and billing to be easier once I got started with it. Pros Project and client management in one platform Cons Not being able to change the hours to reflect on the client invoice differently that what the actual amount of time was for the project that was charged. Having a better way to note projects in order of priority. Being able to tag a person whenever you can comment. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Firm360 Because it is set up and based more toward accountants Review Source KY Kelly Y. Staff Accountant Accounting Used the software for: Less than 6 months ### "All encompassing application" October 11, 2024 4.0 Overall the application is great and we're learning new ways to use it every day. Pros Very user-friendly! It holds everything our Firm needs to function smoothly and keep client data in one application vs. 3-4 different ones. Cons I know it's important, but being automatically logged out after a certain time and re-signing in and waiting for the text code gets to be obnoxious throughout the day. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing Firm360 Cost and reviews left by other users. It seemed to be a lot more user friendly than Canopy. Switched from [CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/) We wanted a program that keeps everything in one location rather than use 3-4 different applications. Review Source MR Monica R. Enrolled Agent and President Accounting Used the software for: 1-2 years ### "Firm360 Has Completely Transformed My Firm!" September 8, 2025 5.0 Firm360 has been a game changer for my accounting practice. Before switching, I was juggling multiple systems, endless emails, and sticky-note reminders. Now, everything is streamlined in one place—client management, document storage, task tracking, and communication. What I love most is the workflow automation—nothing falls through the cracks anymore. My team knows exactly what needs to be done and when, which has improved both productivity and client satisfaction. The portal makes it easy for clients to securely upload and access documents, saving us countless back-and-forth emails. The software is also very intuitive; onboarding was smooth, and the customer support team is fantastic—responsive, knowledgeable, and genuinely invested in helping my firm succeed. Thanks to Firm360, we’ve saved hours each week, improved collaboration, and elevated the client experience. If you’re running an accounting firm and want to scale without burning out, this is the software you need. Pros Easy to use, powerful workflows, excellent client portal with invoice and merchant service and top-notch customer support. Cons Just like any software, implementation was the worst part. But after it was implemented, it has been smooth sailing. Review Source KM Kevin M. kevin@nyobc.com Accounting Used the software for: 6-12 months ### "Best Accounting/Tax Firm Management Software" September 8, 2022 5.0 If you are looking for a practice management solution for your bookkeeping, payroll, tax, and consulting practice, look no further! Firm360 is the answer. Pros Firm360 is by far the best solution for accounting and tax practice management. The application is outstanding. It includes everything we could want in project management, document management, and even CRM. The staff is friendly and highly knowledgeable. Improvements are being made all the time. Good ideas from customers get the attention and action they deserve. Cons There is nothing I like least about this software. Alternatives considered [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[BigTime](https://www.capterra.com/p/131076/BigTime/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Firm360 Firm360 is explicitly geared toward accounting/tax firms. The company understands the accountant's terminology and firm structure. Predesigned project templates are relevant and applicable to our workflows. Switched from [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) Smartsheet's notification system went haywire right in the middle of tax season. Tech support admitted there was a problem but would do anything to fix it. Our administrator was suddenly receiving hundreds of unnecessary email notifications daily from Smartsheet. Review Source Response from Firm Software October 3, 2022 Kevin - thanks for the feedback and kind words! We appreciate the feedback you have provided as you got used to the product, which helps us improve things for everyone. MM Marian M. Firm Managing Partner Accounting Used the software for: 1-2 years ### "Daily Dashboard" May 18, 2022 5.0 Its a great tool that is easy to learn and navigate, and houses everything i need to run the work of my accounting practice. Pros I like that its a one stop shop to view and organize my to do. See where projects are, whats coming up due, and run reports on revenue coverage and client realization. Cons There are a couple small things i would do to beef up the planning and workflow. Mainly on how the information is viewed on my scrren. i wish i could see on my dashboard how many hours of work i have, so when I view my dashboard or my teams dashboard i can see who is overloaded and who isnt. An App for my phone would be great too! Alternatives considered [QuickBooks Time](https://www.capterra.com/p/151722/TSheets/)[GoFileRoom](https://www.capterra.com/p/234657/GoFileRoom/) Reason for choosing Firm360 The team that was developing it really showcased the program well, and provided consistent and quick support. Review Source Response from Firm Software May 23, 2022 Marian Thank you for this feedback JL Janet L. Owner Accounting Used the software for: 6-12 months ### "Love Firm 360!" October 24, 2020 5.0 Fantastic and amazing. Couldn't ask for a better software or support team. Would recommend this software to anyone. Pros This software is so easy to use. But before that even, if was even easier to implement and roll out to our team. We looked at many other similar products but they were either very costly or a lot of work to load data/ roll out/ learn. Firm 360 is the perfect solution! And their customer support team is amazing. We ask for tweaks or adjustments, and the same day we get a response. Frequently even, we get those requests met the same day or the day following. Can't speak highly enough of \[SENSITIVE CONTENT HIDDEN\] and their Firm 360 product! Cons Having to pay! ha! The only thing that would make this better is if it were free. But nothing worth having is free, so we are happy to pay for the service. We don't see ever making a change from Firm 360 at this point. Alternatives considered [Aero Workflow](https://www.capterra.com/p/158169/Aero-Workflow/)[CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reason for choosing Firm360 The ease in implementation and on-going maintenance was a major factor in choosing Firm 360 over these other Company software. Excel was what we were using before, but we outgrew it. We tried to implement Aero last year and it was so complex, we weren't successful in getting the data loaded or the employees understanding how best to use the software. We made the right choice by far! Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Excel wasn't enough. We were growing and couldn't keep all the data (uncorrupted) in Excel any longer. Review Source DT Daniel T. Partner Accounting Used the software for: Less than 6 months ### "Very thought out practice management " January 23, 2024 5.0 Great software, very responsible development and customer service teams. Pros Easy workflow, nothing is missed. Lots of automation. Cons I wish there was more payment processors. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing Firm360 Price and workflow was the biggest factor to our decision. Switched from [TaxDome](https://www.capterra.com/p/186749/TaxDome/) TaxDome was very hard to understand and was missing a lot of info we needed to track. Review Source NJ Nicholas J. Partner Accounting Used the software for: Less than 6 months ### "Highly Recommend" June 28, 2023 5.0 Fantastic Pros Ease of use and great features. It has many features that are consistently being improved every month. Cons No complaints thus far. All of the features are great. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing Firm360 Great features and user reviews. Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Terrible customer service and implementation with Canopy. Review Source AP Adam P. COO Accounting Used the software for: 6-12 months ### "Great System to run an accounting firm" November 16, 2022 5.0 Pros The time tracking is attributed to projects. The projects have tasks and subtasks that can be assigned to individual users. Very customizable. Support is excellent. Cons The system does everything i need it to. My employees dont complain like they did with past systems. I cant think of a con Alternatives considered [Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) Reason for choosing Firm360 Better in functionality, price, and support Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) The subtask assigning was not sufficient with Jetpack Review Source MM Mario M. Quality Control Accounting Used the software for: Less than 6 months ### "Very useful " October 25, 2024 5.0 Pros It made it so easy to look for a project and assigned tasks. It's so easy to reassign to others and receive back. It's supper easy to use and helpful to keep your files organized. Cons It's so easy even for a new user like me to get used to it. Review Source DB David B. Owner Accounting Used the software for: Less than 6 months ### "New User to Firm360" August 5, 2024 5.0 New to the software but overall very impressed Pros Very user friendly and great for accounting firms Cons Hard to find a support telephone phone # Switched from [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/) Wanted client portals and email invoicing Review Source CT Christine T. Payroll Specialist Accounting Used the software for: 6-12 months ### "Myfirm360 thoughts" July 19, 2024 5.0 It's pretty functional, even though I am not the most computer literate person! It took a bit to get used to it but I like it alot now. Pros Keeping track of tasks is a great part of the product. I like to be organized and I find that myfirm360 helps with that. Cons not being able to set up reoccurring projects in multiple clients at once Review Source KT Kim T. Accountant Accounting Used the software for: Less than 6 months ### "I Love Firm360!" July 8, 2021 5.0 It has been wonderful to take 4 different systems that we had to be in to do our jobs and knock it down to one system. We are now able to look in one place for everything that we need to know about our clients. From an administrative point of view, we can see so many more things than before and we only have to go to this one system to find what we need. Pros I love how it is so intuitive! It has everything that you need to know about the client right there at your fingertips, from communications to invoicing and all of the documents that pertain to engagements that we are performing for our clients. Cons I haven't found anything that I don't like about this system yet. Reason for choosing Firm360 It was right for us. It had everything we were looking for and more all in one system! Review Source Response from Firm Software July 9, 2021 Kim, Thank you so much for the feedback! We love hearing that we have had a positive impact on firms like yours. WS Whitney S. President Accounting Used the software for: 6-12 months ### "Firm360" September 6, 2022 4.0 The Firm360 team has been great to work with, always responsive to questions and suggestions/needs. We were using Practice CS, FileCabinet CS (neither have had major updates for years) and NetClient CS. We saved money and went down to one software product! They helped us successfully implement the program and continue to provide great support for the product. We have had no issues with downtime, and the occasional bugs, that will happen with any software, are quickly resolved. We have been very happy with our change to Firm360! Pros \* Easy to use \* Clients do not have to remember passwords; the SMS text adds better security \* We were able to eliminate 2 software packages plus NetClient portals to a single product. \* Company and developers have been VERY responsive to suggestions for improvements and have implemented changes far quicker than other software companies we have dealt with. \* Support is primarily email, but company did accommodate calls when needed. Overall support has been good. Cons Having to download documents to print and not have a print driver to print directly into the program. The ability to upload directly from Adobe is helpful with this process, but still one extra step. Reason for choosing Firm360 Retaining the ability to still print invoices for some of our mature clients that do not want emailed invoices, more flexibility within the program, and we felt very comfortable with the sales process and the team. Review Source Response from Firm Software September 29, 2022 Whitney - thank you for the feedback! we love hearing from happy users. KW Kim W. Tax Manager Accounting Used the software for: 6-12 months ### "Firm 360 Review" May 17, 2022 5.0 We are more aware of who is assigned to what and the status of the projects and tasks. Invoicing is much easier that going through QuickBooks. Pros All the features we use are important to keep the firm running smoothly and efficiently. Cons There were some small bumps in the road at first, but the 360 Support Staff is awesome and helped in any areas we needed. I used to use a different practice management software at my former firm, and I will say 360 has more benefits and integrates well with our tax software. Switched from [Microsoft To Do](https://www.capterra.com/p/227173/Wunderlist/) To Do was no longer feasible for us Review Source Response from Firm Software May 23, 2022 Kim - Thank you for the feedback! KK Kathy K. Payroll Specialist Accounting Used the software for: 6-12 months ### "Firm 360 review" December 14, 2022 5.0 My over all experience with this software is very good I would recommend it to others. Once everything is setup which is always the difficult part you are good to go. Pros I like that I am able to see everything I have planed for each week and manage my time on a project and that our firm is able to see how we are progressing in out projects in a timely manner. It is very user friendly. Cons Wish there was a better way for the software would mark you project completed for you. Review Source CL Connie L. Owner Accounting Used the software for: 1-2 years ### "Firm360 - Your New Best Friend" December 16, 2022 5.0 Firm360 helped me to find where I was losing money on clients. The client realization reporting is wonderful. Pros The best feature for me is project management. I am easily able to keep all of my client's work up to date and never forget a step. Cons I'm having a hard time coming up with what I like least about Firm360. Honestly the only things I can think of are very minor. Example is having to click "hide closed" tasks each time I go into a project. Review Source VR Verified Reviewer Bookkeeping Associate Accounting Used the software for: 6-12 months ### "360" July 9, 2021 4.0 Easy to set up, easy to use. Pros Client project management made easy. Set up recurring projects for easy monthly tracking. Cons Not enough customization options. Dashboard could use more sort options. Review Source Response from Firm Software July 12, 2021 Hello! Thank you for your feedback, we would love to talk in more depth about how we could make the system work better for your team. No name was provided, so if you are interested, please reach out to our support team to setup a call so we can see how we can help! 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