What is the functionality of Firm360 and how does it operate? Firm360 is a comprehensive software solution designed for accountants and CPA businesses to manage their firms. It enables users to monitor workflows, track time, and communicate with clients in real-time. With Firm360, firms can securely manage sensitive documents and facilitate collaboration among team members. The software also offers automated workflow monitoring for increased control and efficiency. It allows enterprises to track the progress of ongoing projects and send timely notifications to staff members. Additionally, Firm360 provides advanced scheduling features for improved time tracking and simultaneous monitoring of multiple projects. The user-friendly interface of Firm360 allows for scalability and flexibility. It is hosted on the Amazon AWS infrastructure and ensures that data in transit is encrypted using SSL. The software also stores data in separate regions of the US for backup and easy recovery according to users’ business needs.

Firm360 Pricing Model

Quotation Based

Firm360 Screenshots


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, Tax Management, Purchasing, Fixed Asset Management

Technical Details

  • Support24/7 (Live rep) Business Hours Online
  • Customer TypeMedium Business Small Business
  • Location / Phone NumberRaleigh
  • North Carolina
  • DeploymentSaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac
  • Official Website
  • CategoryAccounting Software


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David Bond

Senior editor

David is a well-known advocate for the implementation of cloud-based solutions and automation tools for small businesses. He strongly believes that this technology solutions for small businesses and startups are the thing that provide true edge on the market. He writes primarily about project management and sales software.