Firm360

Accounting practice management software that unifies projects, billing, and client communication into one system. It solves the problem of fragmented workflows and manual document handling for accounting firms. The target audience is accounting firms, including CPAs and tax professionals, ranging from small to mid-sized practices. It is delivered as a SaaS platform with US-based support and integrates with tools like QuickBooks Online, UltraTax, and Lacerte.

Key features

• Project management
• Document management
• Client management
• Client portal
• E-signature
• Time tracking and billing
• Tax automation
• Advanced reporting
• Integrations with QuickBooks, UltraTax, Lacerte
• First-class support