Avis clients sur Firm360

Firm360 is the Practice Management Solution I've been looking for!

Commentaires : In my 25 years in this industry I have used many different products all claiming to save me time, money and be the best product for my business. I've gone from Big Time to OfficeTools, to PracticeCS, back to OfficeTools and now to Firm360. I have tested every other online practice management tool for accountands and all have fallen short except Firm360. Finally a product that has everything, is easy to learn and use, and support that is second to none.

Avantages :

Firm360 is so intuitive and easy to use. If you have ever used a computer you can use Firm360. Firm360 has everything our firm needs: Time tracking, project management, client management, client portal, invoicing, reporting, client communication. There are many programs out there but Firm360 is the first to have everything together in an easy to use online platform. Firm360 is also the only product that handles multiple locations correctly. I cannot forget the staff at Firm360. They are the BEST around! I've been in the tax and accounting industry for 25 years and have contacted all kinds of support services and NO ONE can touch the quality of support at Firm360! They treat you like your best friend!

Inconvénients :

The only con I can give Firm360 is not having a demo copy to play around with. I was apprehensive about transitioning to Firm360 without spending hours in the product myself. But I am so happy I made the jump. Never going back.

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.

Firm360

Avantages :

Very user friendly and easy to navigate. My favorite is the duplicate screen feature

Inconvénients :

Portal access sometimes confuses our clients

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.

Love Firm 360!

Commentaires : Fantastic and amazing. Couldn't ask for a better software or support team. Would recommend this software to anyone.

Avantages :

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!

Inconvénients :

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.

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

Highly Recommend

Commentaires : Fantastic

Avantages :

Ease of use and great features. It has many features that are consistently being improved every month.

Inconvénients :

No complaints thus far. All of the features are great.

Firm360

Commentaires : 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!

Avantages :

* 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.

Inconvénients :

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.

User feedback with pros and cons

Avantages :

I got support from Firm360 during my accounting process because it was affordable. Integration with my bank statements made my job much easier.

Inconvénients :

What I dislike the most is that the documents can't be customized as I would like.

My Personal Experience

Commentaires : Firm360 came into our firm at the right time. We had ample time to convert the data and get the flow set up before tax season began. The Firm360 staff was extremely helpful and answered all our questions (more than once sometimes). The product is easy to use and has allowed our company to streamline our processes.

Avantages :

Firm360 is very easy to use and often customizable to our firm. Software suggestions were always welcomed and often implemented. The staff are very helpful and always timely. The Invoice creation process was smooth and saved me a lot of time. I do love the User Manual.

Inconvénients :

As with any software, there are always features that can be improved and Firm360 is no different.

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.

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

Newly onboarding

Commentaires : I have hopes that it will turn around, but so far... I can't edit documents in the document folders (didn't know this when I bought it), I can't link to QBO for billing (didn't know this when I bought it), but I like the time tracking and realization functions.

Avantages :

time tracking... but this isn't much better than quickbooks.

Inconvénients :

The onboarding process has felt clunky, and it seems that the Firm360 person doesn't understand my questions a lot of the time.

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.

Small Multi site firm

Avantages :

Great tool for multi users to keep track of project management. Great utilization for clients portal and all staff to have access to help clients. Firm 360 did a great job of helping make multi site a possibility.

Inconvénients :

Do not use qb online. Would like to have better integration or more robust reporting options.

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.

Great product to help with project/task management

Avantages :

Everything is easy to find. Never had an issue finding a project and the dashboard is simple.

Inconvénients :

Updating a due date for a project does not do the same for the tasks inside. No option to batch update the due date.

Great

Commentaires : Firm360 is great for my firm size and structure.

Avantages :

I like the customization and flow of the software.

Inconvénients :

There isn't much that isn't available that my firm needs.

Makes the Job easier

Avantages :

I can keep everyone organized and all there important docs where we both can get to them.

Inconvénients :

I need a master to do list instead of going into each client.

Firm 360 Review

Commentaires : Our clients like the process better but find they would like to have different areas to sort items into on the portal instead of having just one overall ara.

Avantages :

The program is easy to track time and enter billing information, invoice.

Inconvénients :

We send birthday cards to all our clients. It would be easier to have a date range for month even.