Firm360
Financial Services · Practice Management Software
Overview
Firm360 is Accounting Practice Management Software that streamlines workflows, collaboration, and client communication for your firm.
Funding and backers
Backers
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Rational is a zero-human accounting firm. Our AI employees handle accounting from start to finish for businesses.
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News
CPA Pricing Model: How One Michigan Firm Moved From Hourly Billing to Subscriptions
CPA pricing model talk: Nathan Eads of Lally Group on moving from hourly billing to subscription plans, audits included, and where to start. The post CPA Pricing Model: How One Michigan Firm Moved From Hourly Billing to Subscriptions appeared first on Fir
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Report
Accounting Workflows for CPA Firms: A Practical Guide to Building Scalable, Repeatable Processes
Build accounting workflows your firm can scale: define stages and owners first, then automate. The post Accounting Workflows for CPA Firms: A Practical Guide to Building Scalable, Repeatable Processes appeared first on Firm360.
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How a 25-Person Nebraska Firm Replaced Six Tools with Firm360
Kopsa Otte left Practice CS and FileCabinet CS behind and is consolidating six tools into one platform with Firm360. The post How a 25-Person Nebraska Firm Replaced Six Tools with Firm360 appeared first on Firm360.
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The Practice CS Switching Guide
Everything Thomson Reuters firms need to switch from Practice CS: what replaces it, the timeline, and why UltraTax stays. The post The Practice CS Switching Guide appeared first on Firm360.
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How a Growing TN Firm Consolidated 4 Tools into 1 System and Unlocked Subscription Billing with Firm360
This Tennessee firm replaced PracticeCS and 3 other tools with Firm360, cut new-hire training to 1 hour, and unlocked subscription billing. The post How a Growing TN Firm Consolidated 4 Tools into 1 System and Unlocked Subscription Billing with Firm360 ap
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Succession Planning for CPA Firms: A Workflow for Protecting Your Firm From Staff Turnover and Partner Retirement
Staff turnover and partner retirement are the same problem. Here's the operational framework to solve both. The post Succession Planning for CPA Firms: A Workflow for Protecting Your Firm From Staff Turnover and Partner Retirement appeared first on Firm36
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How a 5-Office Arizona Firm Powered 4 Acquisitions and Went Fully Paperless with Firm360
See how a 5-office accounting firm used Firm360 to integrate 4 acquisitions, eliminate paper entirely, and cut new-hire ramp-up to 2 days.
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Accounting Practice Management ROI Calculator
Free Tool Accounting Firm ROI Calculator See how much time and revenue your firm could … The post Accounting Practice Management ROI Calculator appeared first on Firm360.
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Tax Extension Workflow: How CPA Firms Manage Extensions Without the Last-Minute Scramble
Extensions create a second tax season. Here's the workflow that keeps it from becoming a scramble. The post Tax Extension Workflow: How CPA Firms Manage Extensions Without the Last-Minute Scramble appeared first on Firm360.
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Tax Document Collection: How CPA Firms Can Stop Chasing Client Documents
Stop chasing clients for tax documents. Build a document collection workflow with organizers, portal requests, automated reminders, and exception handling. The post Tax Document Collection: How CPA Firms Can Stop Chasing Client Documents appeared first on
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