Firm360

Work Smart, Breathe Easy With Accounting Practice Management Software

0.0

Rating out of 5 Based on 0 reviews

Write a Review

Free Demo Get a Quote

MyFirm360 is an all-in-one practice management software designed for accounting firms. It streamlines workflows, enhances team collaboration, and simplifies client management by integrating key features such as document storage, task automation, billing, and secure communication. MyFirm360 helps accounting professionals keep track of client tasks, deadlines, and projects in a single platform, reducing inefficiencies and manual work. With automated workflows, time tracking, and secure file sharing, firms can improve productivity and client satisfaction. The software also integrates with popular accounting tools, making it a comprehensive solution for managing accounting operations efficiently.

Pricing of Firm360

Basic

USD 49.00

Per Month

Buy Now

No User Minimum
Prices based on annual billing
Client Management
Document Management
Secure Client Portal
Time Tracking and Billing
Basic Reporting
Collect Payments (CC and ACH)
E-Signature Integration (extra fee)
Video-Based Training
Standard Email Support

Standard

USD 79.00

/ month

Buy Now

3 User Minimum
Prices based on annual billing
Everything in Basic
Project Management
Automated A/R Collections
Advanced Reporting
Custom Fields
Integrations
Training and Onboarding
Standard Email Support

Premium

USD 99.00

/ month

Buy Now

3 User Minimum
Prices based on annual billing
Contact us for custom pricing over 20 users
Everything in Basic + Standard
E-Signature Licenses Included
Integration with thousands of applications through Zapier
Premium Training and Onboarding
Dedicated Customer Success Manager
Premium Email and Phone Support

Key Features of Firm360

Key Features:

Third Party Integrations
Task Management
Assignment Management
Commenting/Notes
Progress Tracking
Time Tracking
Resource Management
Project Planning/Scheduling
Productivity Analysis

Key Specification

Other Categories:	Accounting Practice Management Software Webinar Software Team Management Software Webinar Software For Free Webinar Software For Mac Webinar Software For PC Free Webinar Software
Deployment:	Cloud Hosted,Hybrid,On Premise,Any
Customer Support:	Phone,Email,Live Chat
Languages Support:	English

Who uses Firm360

StartUps

SMEs

Agencies

Enterprises

Company Details

Company Name:	Firm Software
Headquarter:	Raleigh , North Carolina United States
Social Media:

Firm360 Description

Managing an accounting firm requires handling multiple client requests, tracking deadlines, and ensuring seamless communication within the team. MyFirm360 is designed to address these challenges by offering a centralized platform that automates and simplifies daily operations. It helps accountants and CPAs organize client data, streamline workflows, and improve team collaboration, ultimately leading to greater efficiency and reduced administrative burden.

One of the standout features of MyFirm360 is its task and workflow automation, which allows firms to set up recurring tasks, deadlines, and client reminders. This reduces the chances of missing important deadlines and enhances overall productivity. The document management system enables secure storage and easy retrieval of client records, ensuring that important files are always accessible when needed.

Key Features

Task & Workflow Automation: Automate recurring tasks and deadlines to improve efficiency.
Secure Document Storage: Organize and store client files in a secure cloud-based system.
Time Tracking & Billing: Monitor time spent on tasks and generate invoices with ease.
Client Communication Tools: Secure messaging and file-sharing to ensure data protection.
Accounting Software Integration: Seamless connection with popular accounting tools.
Deadline Tracking: Keep track of tax filings and client projects without missing important dates.
User-Friendly Interface: Simple navigation and an intuitive dashboard for easy management.

Specifications

Cloud-Based Access: Work from anywhere with secure cloud storage and accessibility.
Customizable Workflows: Set up custom templates for common accounting tasks.
Multi-User Collaboration: Assign tasks and track team progress in real time.
Automated Client Reminders: Send automated notifications for document submissions and payments.
Secure Data Encryption: Protects sensitive client data from unauthorized access.
Reporting & Analytics: Gain insights into firm performance with detailed reporting.
Mobile-Friendly Design: Manage client tasks and workflows on the go.
Dedicated Customer Support: Get assistance whenever needed.

MyFirm360 is a powerful solution for accounting firms looking to streamline their operations. By automating tasks, improving collaboration, and enhancing security, the platform helps firms stay organized and productive. With features like document storage, billing, and secure communication, MyFirm360 enables accounting professionals to manage client relationships effectively while reducing administrative workload. Whether for small or large firms, this all-in-one software simplifies accounting management, allowing professionals to focus on delivering high-quality financial services.