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Testimonial - Kevin Minkoff CPA

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Testimonial - Kevin Minkoff CPA

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Discover how Firm360 transformed operations for Kevin Minkoff CPA in this insightful testimonial. Kevin and Diana share their journey since adopting Firm360 in May 2020, detailing how this cloud-based practice management solution empowered their 5-person firm to manage 500+ clients after a merger, streamline project management, and enhance client communication.

Learn why they chose Firm360 over competitors, including Firm360's tax office-specific features and exceptional customer support.

"Don't think, just do it," Kevin advises other firms considering Firm360.

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

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

Unlimited

Individual data

20GB

40GB

Unlimited

Support

Automated workflows

200+ integrations

Reporting and analytics

Analytics

Basic

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

Unlimited

Individual data

20GB

40GB

Unlimited

Support

Automated workflows

200+ integrations

Reporting and analytics

Analytics

Basic

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

Unlimited

Individual data

20GB

40GB

Unlimited

Support

Automated workflows

200+ integrations

Reporting and analytics

Analytics

Basic

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

Unlimited

Individual data

20GB

40GB

Unlimited

Support

Automated workflows

200+ integrations

Reporting and analytics

Analytics

Basic

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

Unlimited

Individual data

20GB

40GB

Unlimited

Support

Automated workflows

200+ integrations

Reporting and analytics

Analytics

Basic

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

Testimonial - Kevin Minkoff CPA

Testimonial - Kevin Minkoff CPA

Firm360

Canopy

Karbon

TaxDome

Basic

Business

Enterprise

Firm360

Basic

Business

Enterprise

Canopy

Basic

Business

Enterprise

Karbon

Basic

Business

Enterprise

TaxDome

Basic

Business

Enterprise

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