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Embracing the Age of Remote Work with Accounting Practice Management Software

Published on
September 20, 2023
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Embracing the Age of Remote Work with Accounting Practice Management Software

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The business landscape across various sectors has been significantly reshaped by an increasing shift towards remote work, and accounting firms are no exception. However, managing an accounting practice remotely poses a unique set of challenges, including communication setbacks, data security concerns, and productivity issues. Recognizing these potential obstacles, Firm360 offers an innovative accounting practice management software specifically designed to optimize remote workflow in CPA firms.

Today, distance should not be a barrier, rather an opportunity for firms to explore new ways of efficient operation. However, the key to success in a remote work scenario lies in having the appropriate infrastructure and tools in place. And, that's where Firm360 steps in. With its comprehensive range of features, from task automation and document management systems to advanced reporting capabilities and robust data security, this software serves as a single, integrated solution enabling firms to navigate the remote work landscape effectively.

In this article, we will delve deeper into how Firm360's software facilitates a productive and hassle-free remote work environment for CPA firms. By incorporating this software into your remote work strategy, you can ensure your firm remains resilient, adaptable, and prepared for the future of work.

Streamlining Communication and Collaboration in a Remote Setting

Effective communication and collaboration are crucial to any team, especially in a remote work environment. Firm360's accounting practice management software features a user-friendly interface that allows accounting professionals to communicate, collaborate, and complete tasks promptly despite the physical distance. With real-time messaging, project tracking, and task assignment capabilities, Firm360's platform keeps your team connected and synchronized.

Moreover, Firm360's platform serves as a centralized workspace where firm members can conveniently access essential documents, financial data, and task statuses, ensuring that everyone in the team possesses the most current information. This level of transparency and accessibility bolsters overall productivity, promoting a healthy remote work culture in which collaboration and timely communication are valued.

Efficient Task Automation and Time Management

Time management is critical for remote work situations, as accounting professionals face a plethora of distractions and challenges while working outside a traditional office setting. Firm360's software is equipped with seamless task automation features, which not only save time but also reduce the chances of errors. Through automated systems that handle invoicing, document management, and billable hours tracking, accounting professionals are free to focus on crucial tasks rather than getting bogged down by mundane administrative work.

Additionally, Firm360's time tracking feature allows team members to monitor their time allocation accurately, ensuring that every project receives the dedicated attention it deserves. With a clear understanding of how time is being spent, team members can make better decisions, stay organized, and remain on top of their workloads.

Harnessing the Power of the Cloud for Flexible, Remote Access

Firm360's cloud-based platform plays a major role in facilitating a remote work ecosystem for accounting professionals. The versatility of the cloud allows team members to access essential information and collaborate on projects from any location, provided they have an internet connection. This flexibility not only enables firms to maintain efficiency but also aids in remote team management, keeping all employees connected, organized, and on the same page.

Furthermore, the cloud-based nature of Firm360 eliminates the need to maintain physical office spaces to store essential files and documents, resulting in reduced overhead costs and enhanced security. The platform also provides real-time data access, ensuring that accounting professionals are equipped with the most up-to-date information at all times, ultimately leading to well-informed, strategic decision-making.

Prioritizing Data Security in a Remote Environment

Data protection is paramount for any CPA firm that handles sensitive client information, and this concern is heightened when work takes place outside a secure office setting. Fortunately, Firm360 has prioritized data security throughout its platform, implementing robust protective measures to ensure client information remains confidential and inaccessible to unauthorized users.

With advanced encryption methods, regular data backups, and two-factor authentication, Firm360's software offers a secure way for accounting professionals to conduct business remotely. This comprehensive approach to data protection instills confidence in both your team members and your clients and keeps the focus on providing exceptional services without worrying about privacy breaches.

Embracing Remote Work with Firm360's Accounting Practice Management Software

As the global workforce evolves, embracing the remote work trend has become essential for businesses across numerous industries. Firm360's accounting practice management software offers a comprehensive solution for CPA firms seeking to transition to a remote work model without disrupting the practice's efficiency, collaboration, and security.

By utilizing Firm360's software, your CPA firm can surmount the challenges presented by remote work and continue to thrive, providing exceptional accounting services to your clients while enjoying the benefits of increased flexibility and cost savings. Integrating this innovative software into your remote work strategy will give your firm a competitive advantage, ultimately ensuring adaptability, stability, and ongoing success in a changing business landscape.

Don't let the evolution of work catch your firm off-guard. Stay ahead of the curve and leverage the power of Firm360's accounting practice management software to navigate the remote work landscape confidently. Begin your journey towards a more resilient, adaptable, and future-ready CPA practice with Firm360 today.

Firm360

Canopy

Karbon

TaxDome

Best For Firms That:
Need an expert-driven, robust solution with U.S. support
Focus on tax resolution services, but also need project management
Firms operating globally that consider AI a necessity
Require support for multiple languages & desire a heavily branded client experience
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
At some plan levels
Payment Collection via Credit Card & ACH
E-signature
Via integration
Additional fee
Piloting as of November 2024
Project Management
At some plan levels
Additional fee
Automated Workflows
Additional fee
Advanced Integration Options
At some plan levels
Dedicated Customer Success Manager
At some plan levels
Unclear
Additional fee
At some plan levels
Strong Customer Service Reputation
U.S. Based Customer Support
Unclear
Unclear
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
Additional fee
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$49 - $99*

Custom pricing for 20+ users.

3-user minimum for Standard & Premium plans.
$150 - $175 base price for client engagement platform only.

PLUS

$89 - $107 for remainder of modules for first user.

Small-firm pricing available with limited capabilities.
$59 - $89*

Enterprise pricing available.

Add-ons for implementation, training, customer support & more.
$58 - $66* depending on subscription length.

Seasonal users: $85.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

Firm360

Best For Firms That:
Need an expert-driven, robust solution with U.S. support
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
Payment Collection via Credit Card & ACH
E-signature
Via integration
Project Management
At some plan levels
Automated Workflows
Advanced Integration Options
At some plan levels
Dedicated Customer Success Manager
At some plan levels
Strong Customer Service Reputation
U.S. Based Customer Support
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$49 - $99*

Custom pricing for 20+ users.

3-user minimum for Standard & Premium plans.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

Canopy

Best For Firms That:
Focus on tax resolution services, but also need project management
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
At some plan levels
Payment Collection via Credit Card & ACH
E-signature
Additional fee
Project Management
Additional fee
Automated Workflows
Additional fee
Advanced Integration Options
Dedicated Customer Success Manager
Unclear
Strong Customer Service Reputation
U.S. Based Customer Support
Unclear
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
Additional fee
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$150 - $175 base price for client engagement platform only.

PLUS

$89 - $107 for remainder of modules for first user.

Small-firm pricing available with limited capabilities.Custom pricing for 20+ users.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

Karbon

Best For Firms That:
Firms operating globally that consider AI a necessity
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
Payment Collection via Credit Card & ACH
E-signature
Piloting as of November 2024
Project Management
Automated Workflows
Advanced Integration Options
Dedicated Customer Success Manager
Additional fee
Strong Customer Service Reputation
U.S. Based Customer Support
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$59 - $89*

Enterprise pricing available.

Add-ons for implementation, training, customer support & more.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

TaxDome

Best For Firms That:
Require support for multiple languages & desire a heavily branded client experience
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
Payment Collection via Credit Card & ACH
E-signature
Project Management
Automated Workflows
Advanced Integration Options
Dedicated Customer Success Manager
At some plan levels
Strong Customer Service Reputation
U.S. Based Customer Support
Unclear
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$58 - $66* depending on subscription length.

Seasonal users: $85.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

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