--- description: Review of Firm360 Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Firm360 | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Bookkeeping Software](/directory/270/bookkeeping/software) > [Firm360](/software/355244/firm360) # Firm360 Canonical: https://www.softwareadvice.co.nz/software/355244/firm360 Page: 1 / 8\ Next: [Next page](https://www.softwareadvice.co.nz/software/355244/firm360?page=2) > Firm360 is the all-in-one platform built for accountants by accountants to eliminate the chaos of juggling disconnected tools and manual processes. We understand the work behind the workflow — so we’ve designed Firm360 to streamline every part of running an accounting firm. From project management and client communication to time tracking, billing, e-signatures, reporting, and secure document sharing, everything is in one place. Firms use Firm360 to save hours each week, improve team collaboration, and deliver a better client experience. More than 3,000 accounting professionals trust Firm360 to operate with clarity, not complexity — supported by tailored onboarding, ongoing training, and a responsive team that’s always ready to help. > > Verdict: Rated **4.7/5** by 159 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 159 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Firm Software - **Founded**: 2019 ## Commercial Context - **Starting Price**: US$49.00 - **Pricing model**: Per User - **Target Audience**: 2–10, 11–50, 51–200 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop) - **Supported Languages**: English - **Available Countries**: United States ## Features - @mentions - ACH Payment Processing - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Approval Workflow - Assignment Management - Audit Management - Audit Trail - Bank Reconciliation - Billable & Non-Billable Hours - Billing & Invoicing - Billing Portal - Budget Management - Business Process Automation - Calendar Management ## Integrations (11 total) - Adobe Acrobat - Drake Tax - Gmail - Lacerte Tax - Microsoft 365 - Microsoft Outlook - QuickBooks Online - RightSignature - Stripe - UltraTax CS - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Bookkeeping Software](https://www.softwareadvice.co.nz/directory/270/bookkeeping/software) ## Related Categories - [Bookkeeping Software](https://www.softwareadvice.co.nz/directory/270/bookkeeping/software) - [Project Management Software](https://www.softwareadvice.co.nz/directory/4430/project-management/software) - [Task Management Software](https://www.softwareadvice.co.nz/directory/1412/task-management/software) - [Workflow Management Software](https://www.softwareadvice.co.nz/directory/4272/workflow/software) - [Tax Practice Management Software](https://www.softwareadvice.co.nz/directory/4237/tax-practice-management/software) ## Alternatives 1. 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Many great features of this software\! > > **Cons**: There are occasionally some glitches on the website, but the support staff is very quick to respond and fix issues. It doesn't handle email sync well when there are multiple emails tied to a client. > > Overall it is a great product that is continually improving. I love how it's made for accounting firms. The features really make that obvious. ----- ### "Once you try it, you'll never go back to what you were using" — 5.0/5 > **Al** | *25 October 2024* | Accounting | Recommendation rating: 9.0/10 > > **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. > > 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\! ----- ### "Firm360 is broadly excellent for firm management, quirks aside" — 3.0/5 > **John** | *18 November 2022* | Accounting | Recommendation rating: 5.0/10 > > **Pros**: Project tracking is straight-forward and easy. File versioning is helpful when dealing with documents that get frequent edits. The recent addition of folders for files is very helpful for organizing client data. > > **Cons**: I find that time tracking is extremely fiddly, especially when it comes to editing entries once they've been started. It isn't at all uncommon that I'll be rapidly juggling tasks and clients, so being able to edit individual punches in both time and date would be useful. Even the cheapest timeclock systems like do this \*much\* better than Firm360. > > Generally speaking, using firm360 is largely painless. It is only when occasional issues with time tracking crop up or you need to do deep document searches that some friction can be encountered.2FA challenge frequency is almost certainly too high. If I step away from the desk for an hour, it shouldn't be necessary to get sent an authentication code while in the same browser session. ----- ### "Very happy we made the change" — 5.0/5 > **Shauna** | *20 June 2024* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: The impetus for change was portal functionality. Clients have responded positively. We got document management in the bargain, much easier billing processes that result in getting paid sooner, better task management. Customer support is top notch\! They care, are responsive and are continually improving their product based on feedback. The comparison leaves Thomson Reuters far behind in the dust. > > **Cons**: The setup of a new system is never fun, but they did offer us a lot of support in getting everything up and running. The cost for set up I listed is what we paid a third party to get our old data moved into the new system. We don't have all of the reports we were used to and have missed some of those, but we can easily export to Excel and manipulate the data to our heart's content. That was inexplicably difficult in Practice CS because it required a lot of data cleanup first. Would also be nice to be able to add "upload only" access for some users who need to upload bookkeeping or payroll info to us, but be restricted from other access. > > Fantastic. I'm biased because I chose it, but we have been very happy overall. The UX is leaps and bounds above PracticeCS. We also previously used GoFileRoom, and the ability to search for docs by typing in a word actually works in Firm360, and we replaced NetClientCS. With Firm360, the documents are immediately and reliably delivered to a client when we want. Our tax return delivery process is also much more streamlined. ----- ### "McManus Tax Review" — 5.0/5 > **Nani** | *17 November 2022* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: I enjoy how user friendly it is. It's relatively easy to jump in and use it without having to have a background in programming. > > **Cons**: I wish invoices could sync into QuickBooks desktop. I understand how the founder does his bookkeeping and sales tracking, but we enjoy having both recourses and do not typically put all our eggs in one basket... or data in this case. > > Easy to use. Easy to work with. All around grateful for this product. ----- Page: 1 / 8\ Next: [Next page](https://www.softwareadvice.co.nz/software/355244/firm360?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/355244/firm360) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data