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We have everything you need to get your job done.
Everything you need to know about the client in one place.
Contact information, contacts, preferences
Client notes and communications history
Open projects and recent documents
Billing, invoices, and payment history
Know what your team is working on and track their efficiency.
Never miss a client deadline
Know exactly what your team is working on
Quickly hand off tasks between team members
Quickly access the documents you need, right when you need them.
Integrated document management
Securely send and receive client documents
Collect electronic signatures
Clients can access documents with client portal
Efficiently track your time and manage billing so you can focus on what is important.
Fast and easy time entry for your team
Generate invoices quickly and easily
Collect payments online
Automatic accounts receivable collections
Analyze your productivity so you can continuously improve. Reports include:
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Get all of your data right where you need it. We can sync with the following tools:
QuickBooks Online
Email from Office365 and Gmail
MS Office document editing
Adobe Acrobat editing
Print to Firm360 from any Windows application
Stripe Payment Processing (CC and ACH)
Right Signature electronic signatures
File Sync to Firm360 from your tax preparation software
Integrate with 1,000's more using our Zapier integration
We are always looking for useful integrations, so let us know if there is something you would like added!
Book a demo and we’ll show you exactly what Firm360 can do for
your team. What can I expect?
A zero-commitment demo, tailored to your specific needs
A live look at powerful tools for increased efficiency
Answers to all your questions
Insights on saving time and simplifying operations
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