In this testimonial, Leslie Edwards shares her firm's journey with Firm360 after one year of partnership. Learn how Firm360's cloud-based practice management solution solved key challenges for Leslie's 10-person CPA firm, including streamlined client communication with an easy-to-use portal, simplified document sharing and management, improved time tracking and invoicing, and collaboration with UltraTax.
Leslie highlights the exceptional onboarding experience, ongoing support, and continuous improvements that make Firm360 stand out. Hear why her clients love the new system and how it's revolutionized their workflow.