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.