THE CHALLENGE

Inefficiencies and Limitations with Previous Software 

Cannon & Associates, CPAs, PLLC consisting of six team members and serving approximately 800 clients, faced significant obstacles with their previous practice management software, Thomson Reuters Practice Management and Onvio. Partner Brenda Klee shared that her team struggled with the systems’ user interfaces, finding it difficult to efficiently manage projects and access insightful reports.

Key challenges included:

• Time-consuming project setup and inflexible data management
• Limited reporting capabilities hindering data-driven decision-making
• Inability to easily modify or delete historical data
• Poor customer support

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THE SOLUTION

Firm360's Comprehensive Practice Management Suite 

Firm360's all-in-one practice management solution addressed the firm's pain points head-on. Its user-centric design and comprehensive features streamlined operations and boosted efficiency.

• Simplified Setup and Flexibility: Firm360's intuitive interface made setting up billing categories and projects effortless. "All of those setup things are easy," Brenda affirms. The flexibility to modify data without hassle was a welcome change.
• Powerful Reporting and Data Accessibility: With Firm360's robust reporting capabilities, the firm accessed vital data easily. Exporting reports to Excel for analysis and sorting empowered data-driven decision-making.
• Outstanding Customer Service: Firm360's exceptional customer support was a standout feature. "Customer service is outstanding with Firm360," Brenda emphasizes, highlighting the responsiveness and expertise of the support team.
• All-in-One Solution: From portals and document requests to e-signatures and billing, Firm360 consolidated essential functions into a single platform. "Having that all in one place is huge for me," Brenda notes, saving time and reducing complexity.

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THE RESULTS

Streamlined Operations and Improved Efficiency

Implementing Firm360 transformed Brenda's firm, resulting in:

• Enhanced data-driven decision-making with insightful reports
• Seamless integration of multiple functions into a single platform

"At Firm360, you continue to improve and add new features, which I appreciate," Brenda commends, highlighting the software's commitment to continuous improvement.

When asked if she would recommend Firm360 to similar firms, Brenda's response was unequivocal. "I recommend a lot," she says, emphasizing the software's ease of setup and comprehensive functionality.

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Elevate Your Firm's Performance with Firm360 

Are you ready to revolutionize your accounting practice and achieve new levels of efficiency and client satisfaction? Schedule a personalized demo with Firm360 today and discover how our all-in-one practice management solution can empower your firm to thrive.