In this interview, Brenda Cannon shares her experience switching to Firm360 accounting practice management software. Brenda's firm, Cannon & Associates, CPAs, PLLC, which consists of 6 employees and serves 800+ clients, previously struggled with Thompson Reuters practice management software. Frustrated by clunky user interfaces, poor reporting capabilities, and inflexible setups, they made the switch to Firm360 in July 2021.
Brenda highlights several key benefits of the new software, including easy setup and project management, flexible and correctable configurations, comprehensive reporting capabilities, and excellent customer service. She particularly appreciates Firm360's all-in-one solution, which combines practice management, client portals, e-signatures, and billing functionalities. Brenda also appreciates Firm360's continuous improvements and new feature additions. Ultimately, Brenda strongly recommends Firm360 to similar-sized firms considering a switch, emphasizing its simplicity, functionality, and time-saving benefits.