Data-Driven Practice Management

Whether you thrive on metrics or just want answers without tech headaches, Firm360 gives you the visibility and control your firm needs—your way.

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Track Performance. Plan Ahead. Stay in Control.

Clear Oversight, Zero Guesswork

Know exactly how your firm is performing — at a glance.
Track team capacity, project progress, and billable hours in real time, all from one place.

No more chasing reports or second-guessing decisions—just the clarity you need to plan ahead with confidence.

Everyone on the Same Page, Literally

Keep your team aligned without endless emails or status meetings. Assign tasks, share documents, and track progress — all in one place, so nothing slips through the cracks.

Run Your Firm Without the Fire Drills

Stay on top of who’s doing what—and what needs your attention. Set permissions, balance workloads, and stay compliant without micromanaging. Give your team the structure they need to deliver great work, every time.

Your Dashboard, Your Way

See what matters most—without digging for it. Choose the KPIs, visuals, and metrics that reflect your firm’s goals, and arrange them how you want. With Firm360, your dashboard works for you, so you can stay focused on clients, not spreadsheets.

Get a Walkthrough with Someone Who’s Helped Firms Just Like Yours

Switching systems doesn’t have to mean disruption. Firms of all sizes have moved to Firm360 without missing a beat. Our onboarding specialists guide your setup, data import, and staff training from day one.

Whether you’re buried in tax season or planning ahead for the off-season, we meet you where you are—with a migration plan that works for your schedule and team.