Avis clients sur Firm360

Game Changer!

Avantages :

Our experience with Firm360 has been nothing short of exceptional! Every suggestion we have made to improve functionality has been met with enthusiasm and implemented within a short period of time. We have been fortunate enough to take advantage of new features by opting into beta testing. This program has allowed us to streamline several time-consuming processes during our busiest season and improved our organization as a whole. I highly recommend Firm360!

Inconvénients :

Everytime we find something that is "missing" we send an email requesting the feature to be added. Next thing you know it is a new feature!

McManus Tax Review

Commentaires : Easy to use. Easy to work with. All around grateful for this product.

Avantages :

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.

Inconvénients :

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.

Our Firm Review

Commentaires : Sometimes when we e-mail with questions, we hate that it has to be assigned a work ticket and then we get an e-mail back saying go to this link to get more information or try this when what we really want is for someone to pick the phone up and give us a call. We feel like there is not alot of customer service real time interaction.

Avantages :

We like that we can see at a glance on our dashboard what work we have assigned to us as it comes in and the appropriate staff check in the projects.

Inconvénients :

The staff who have to scan the docs to Firm360 under the clients' accounts would like to have the option of using Folders on the Documents Tab to help organize the docs better...similar to what we had with another software company. I don't like that I can't run a better time entered report to calculate payroll hours to be paid. The staff doesn't like that when we print a tax return from one software program it doesn't talk to Firm360 to scan the TR doc directly to the clients' folders...that we have to save to desktop then scan to Firm360.

Easy to Use Firm Management Software

Commentaires : The online platform is useful in an industry that is working more and more often remotely. As we transition our technology to accommodate employees, F360 is aiding us in that process.

Avantages :

The time management feature is easy to set up and easy for staff to use. The report and billing features allow us to track in real time what our employees are doing, and we can then bill clients quickly and efficiently.

Inconvénients :

One feature that could be improved is creating a report feature that allows all users to see a summary of their time over a specified period. For example, reports that allow an employee to run a report for the prior month to see how much billable time they had and then compare it to the prior year.

Best Accounting/Tax Firm Management Software

Commentaires : If you are looking for a practice management solution for your bookkeeping, payroll, tax, and consulting practice, look no further! Firm360 is the answer.

Avantages :

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.

Inconvénients :

There is nothing I like least about this software.

It's as close to one size fits all as you can get

Commentaires : Overall, I am very happy in Firm360. I was able to ditch what I felt was antiquated software (Thomson CS) and streamline processes. It is rich with functionality and can handle a firm that doesn't do JUST tax returns. I think a lot of firm management software focuses too much on just the tax work. Firm360 is much more than that and continues to improve constantly. I will be able to easily scale my business thanks to them.

Avantages :

Easy to implement, easy to use. It has many features, and they are making consistent improvements every month. The clients like it and have had no trouble accessing the client portal and using the document upload. I also like that you can merge documents into one PDF.

Inconvénients :

I wish there were a mobile app for clients and my firm. Sometimes I'm on the go and would like to take a quick note on a client with my phone. I also wish that you could structure things by folder, and send automated tasks for clients. Organizers (customizable) would be nice too.

Daily Dashboard

Commentaires : Its a great tool that is easy to learn and navigate, and houses everything i need to run the work of my accounting practice.

Avantages :

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.

Inconvénients :

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!

Great System to run an accounting firm

Avantages :

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.

Inconvénients :

The system does everything i need it to. My employees dont complain like they did with past systems. I cant think of a con

Awesome - Love that they constantly improve and are responsive

Commentaires : Very simple, clean and intuitive after one month using it.

Avantages :

Very simple, clean and intuitive after one month using it.

Inconvénients :

A few minor suggestions: make it easy to see whether a client actually has portal access -- not just whether they are eligible for portal access. Also, make it easier to see the input fields. The white fields against white background with no border makes it hard to see.

Use Firm360 to enhance your efficiency.

Commentaires : Overall, it's beneficial for the management of your accounting practice.Many thanks

Avantages :

This tool's ability can save funds and fit nicely with small businesses is one of its most robust features. It offers web-based, SaaS, and cloud deployment. The material is excellent, and it offers online training as well. Also, they offer service through phone, chats, and many things.

Inconvénients :

Because this program is new, I didn't discover many complaints or drawbacks, though one thing I didn't enjoy was the lack of an email function that would allow me to send and get emails from clients and therefore boost efficiency.

Best option we found, love this tool!

Commentaires : 100% positive. We really do love the features we do use and the fact that we can grow into it so much more because it has so much to offer.

Avantages :

We shopped for a long time before choosing 360. Once we found it and talked with their staff, we instantly felt all the niggles and reservations disappear. We knew this was the program for us, and it has been such a godsend to our practice. We regret nothing. You won't either.

Inconvénients :

The most difficult thing is having to change how you run your practice to incorporate the program. Change can be hard, and setup takes time, but it's worth it in the end. Any struggle you have with the software is either misusing it or the staff can add it as a feature pretty quickly. They're very responsive in either case.

Firm360 works for our small firm

Commentaires : Onboarding Firm360 was an entirely collaborative process. From the initial demonstration through training and customization,[SENSITIVE CONTENT] were completely hands-on. All of our suggestions and recommendations were fully understood and applied to the software in ways that made our migration much easier. As with any switch to a firm management software, the more use it, the better and more comfortable you become with it.

Avantages :

Firm360 is pretty intuitive and highly customizable.

Inconvénients :

Less clicks is always better in any software. As they continue to improve and adjust, the number of clicks should decline.

We love Firm360!

Commentaires : We are solving the issues of not knowing where someone left off, where a project is and what information may be needed from a client!

Avantages :

The onboarding team and process has made this transition wonderful and it has really allowed our firm to keep track of ongoing projects without all of the headaches. Firm360 is consistently coming out with new features and enhancing the product even more!

Inconvénients :

So far there isn't much we do not like! This software has been a tremendous help and upgrade from previous software used.

Firm 360

Commentaires : I have had a very satisfactory experience with Firm 360. I have no negative comments at this time. I find Firm 360 to be a very useful program

Avantages :

This software is very user friendly. I have not had any difficulty navigating the various menu options. The ability to upload or download files is extremely simple. I like the time and project tracking. It is very helpful with keeping up with the progress of the projects I am working with and I receive notices if additional info has been added to a project.

Inconvénients :

I really have not had any difficulties yet. Much better product that what we had previously

Finally moved to the digital world

Commentaires : The software is phenomenal, anything we did not understand was clearly explained when we called for help. If we had an issue it was addressed within hours in most cases and even the training was top notch. We are very old school and they helped teach us how to utilize the software to better manage our workflow and practice management.

Avantages :

Easy to set-up super product support great analytics for firm management

Inconvénients :

I still want to touch the paper, but I don't need to as it is all digital

Excellent practice management software for small or medium accounting firms.

Commentaires : They continue to develop it into a more useful tool and open to suggestions of feature improvements.

Avantages :

Ease of use, client/contact management system, simple time tracking, integrated document management.

Inconvénients :

Transition was difficult do to amount of files moved and time entries imported, but helped us along the way.

BGC Firm360 Review

Commentaires : Great experience!!!

Avantages :

It allows you to use time and billing, project management, document management, A/R management and client management all on one platform. It is truly a time saver and is very cost effective.

Inconvénients :

I don't have anything I dislike about Firm360

Great Product

Avantages :

Firm360 is a great product because it provides you the features you need without adding so many options that the product becomes bloated and not user friendly. The team behind Firm360 is also very responsive to customer support issues and quickly resolves issues to get you back up and running.

Inconvénients :

Nothing comes to mind, but perhaps some of the categories on the client information page are unnecessary.

Team workload confidence

Commentaires : Really great so far and getting better all the time.

Avantages :

I like the reporting features that allow me to analyze productivity and work loads.

Inconvénients :

I sometimes wish I could sort team workload by work type but will often just export to do this.

Bartender to Accountant

Commentaires : It is all over a great product that helps manage my day to day jobs

Avantages :

I love the easy transfer of projects with staff , ability to organize projects.

Inconvénients :

Still cannot connect my Adobe to 360 but I dont actually care

Great tool for bookkeeping and accounting firms

Avantages :

Generating projects out of templates and being able to customize them as well

Inconvénients :

Project due dates and task dates do not align and I have to always edit task due dates one by one which feels inefficient

Firm 360

Avantages :

This product is very user friendly and easy to use. I love the project function of it and being able to keep up with tasks that need to be completed.

Inconvénients :

My least favorite thing about this software is client uploads. Having an easier option to combine all of their documents into one file would be helpful.

Where have you been all my career?

Commentaires : We just completed our third training call and feel well prepared to complete full implementation.

Avantages :

We have struggled to have an easy to use, easy to access with 2-factor authentication, and useful firm management system. We have used three different systems to cover what this one does. It is fast and laid out well. The company is small so customer service is excellent. You are working with the ones that built the system.

Inconvénients :

I don't have many cons for this system.

Great product for the end user

Avantages :

The software is easy to use and works well with our accounting software and adobe. Time tracking and task management works well for us. It continues to improve over time as well.

Inconvénients :

At times I have issues with my documents I am editing transferring over completely.

what is this?

Commentaires : we are able to be a lot more organized with our clients which is a huge plus

Avantages :

Easy to use, easy to track and manage clients. Im also able to keep track of sales.

Inconvénients :

I wish I could have an automated system to email clients to follow up. It may be something thats already integrated, I just have to keep looking. Also wish we were able to have folders for different years rather than it just all be accumulated in client category