FAQs

Firm360 was founded in 2019 by Brandon Gray, a partner at Banks, Gray & Crumpler, PLLC. Brandon's firm was facing growing pains as it expanded. Struggling with outdated processes, limited remote work capabilities, and disjointed software solutions, the Brandon and his colleagues experienced significant stress managing projects. The inefficiencies of the Thompson Reuters suite and various project management tools prompted Brandon to build Firm360. This integrated platform enabled the firm to streamline operations, increase revenue per employee by over 25%, expand the team by 20%, and seamlessly transition to remote work when needed.

Firm360 software is hosted on Amazon AWS infrastructure, utilizing data centers located in the eastern United States.

Your data and uploaded documents are backed up and stored securely in multiple redundant locations in multiple data centers, across different regions of the US. For more information, see https://www.myfirm360.com/security

We are confident that you will love Firm360, and we offer risk free a 60 day money back guarantee. If you aren't happy, you won't pay a dime.

We provide unlimited, US-based support.  Customers can contact us via email or phone to get their questions answered as quickly as possible. We are passionate about helping accountants and love talking to our customers and helping out in any way we can.

We know you are busy. In fact, that is why Firm360 exists — to help accountants regain control of their time. We believe that the best time to switch is now. Every month that you wait to improve your processes, your firm is wasting precious time with inefficient processes. Our onboarding team works with you every step of the way to get your data migrated and get your team trained on the new platform. You can import your clients and start working right away! A typical firm is up and running and using the system in the first 3 days, and their team is completely transitioned within 30 days.

If you're using QuickBooks Online, you can effortlessly connect Firm360 and import your customers. If not, we guide you through creating a CSV of your data, which we then import for you.

New users can be added at any time. Their license fees will be prorated for the current billing period.

There is no limit to the number of clients your firm can have, and we do not charge based on the number of clients.

The client portal and all other Firm360 features are included in your subscription fee.

Firm360 has several user roles so that you can control what areas of the system your staff has access to.

You are in full control of which documents are available to your clients in the client portal.

You can track both client billable and non-billable time in Firm360. Then you can use our advanced reporting tools to analyze where you are spending your time and where you can optimize your processes.

We have the flexibility to support all the various kinds of recurring projects that accounting firms need to support their clients.

You can edit PDF and Microsoft Office documents right in Firm360.  Simply click "Edit," make your changes, and click "Save" — the latest version will be stored in Firm360. In addition you will be able to see a version history in case you need to look back at older versions.

We call these "Client Engagements." Firm360 has a very flexible model to support all common billing scenarios around monthly fixed fee billing. In addition you still track your time against these client engagements, and then you can go back and analyze how profitable they are for your firm.

Firm360 invoices can be sent to clients via email, and can also be viewed in the client portal. Clients can pay their invoices online using a credit card. Your team can also setup client payment method in the system and charge the clients right away when you generate invoices. You can collect payment via Credit Card or ACH.

Projects are assigned to a single owner who is responsible for seeing the project to completion. You can add other team members as "Followers" so that they are notified of progress on a project. You can also add subtasks to a project and assign them to other team members.

Firm360 has several views that allow you maximum visibility into all projects and tasks that your team is working on.

We currently integrate with QuickBooks Online. We are always looking for other useful integrations. Get in touch and let us know what integrations would be useful for your firm!

You can connect your Firm360 account to either Office365 or Gmail, and any applicable client emails will be pulled into the system as activities so your team has the information they need when working with your clients.