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When a client leaves, what should you do? Well you don't want them in your everyday view, but you still need a historical record of what you did for them. Shane shows us how this is handled in Firm360.
Make a Client Inactive
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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
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Piloting as of November 2024
Project Management
At some plan levels
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Automated Workflows
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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
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Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
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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.
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.
Enterprise pricing available.
Add-ons for implementation, training, customer support & more.
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$192/year
Advanced features and reporting, better workflows and automation.
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200+ integrations
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