In this testimonial video, Todd Klee shares his experience using Firm360 practice management software for his multi-office accounting firm. After switching from Practice CS, Todd's firm, which serves over 6,000 clients with 35-40 staff across four offices in South Dakota and North Dakota, has seen significant improvements.

The main benefits highlighted include enhanced client portal interaction, particularly valuable for rural clients, and dramatically improved cash flow, with 50% of receivables paid within just two days of billing. Todd emphasizes the software's ease of use for managing PDFs and file sharing, as well as its effectiveness in tracking and managing receivables.

The decision to switch was driven by the poor support and complexity of their previous software, contrasting with Firm360's responsive support and willingness to find solutions. Todd praises the onboarding and training process, noting the software's flexibility in handling multi-office billing. While they faced some challenges, such as integrating South Dakota's sales tax requirements and working through conversion issues, Todd expresses high satisfaction with Firm360. He particularly values the improved client engagement through the portal system and the software's adaptability to their firm's specific needs, ultimately concluding that he's glad they made the switch.