Firm360
What is Firm360? Firm360 is an all-in-one accounting platform that streamlines project management, document management, client management, and billing for accounting professionals.
📝 What is Firm360?
"Firm360 is an all-in-one accounting platform designed to streamline various aspects of accounting workflows, including project management, document management, client management, and billing."
🔑 Key Features
Project Management
Stay on top of your team's workflow and monitor project progress in real-time.
Document Management
Access and organize your documents effortlessly with our intuitive document management system.
Client Management
Offer your clients a convenient way to interact, sign documents, and view their financials.
E-Signature
Request client signatures directly in the platform with our partnership with RightSignature.
Time & Billing
Track time efficiently and bill accurately with our integrated time tracking and billing system.
Advanced Reporting
Leverage detailed reports to gain insights and make data-driven decisions.
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Verify This Page🤖 AI Capabilities
Overview
The tool does not explicitly mention AI capabilities.
Capabilities
AI Models
💰 Pricing and Plans
Pricing Overview
Firm360 offers transparent pricing with no hidden fees, but specific pricing tiers are not detailed.
🔒 Security and Compliance
Security Overview
Firm360 prioritizes security and undergoes regular audits to ensure data safety.
Security Measures
- Third-party security audits for SOC2 compliance
- Data encryption
- Regular software updates
Certifications & Compliance
📊 Additional Information
Competitive Advantage
Firm360's unique selling points include its all-in-one solution tailored for accountants and exceptional customer support.
- All-in-one accounting solution
- Designed specifically for accountants
- Exceptional customer support
Future Developments
Firm360 plans to continuously enhance its features based on user feedback.
- New integrations
- Enhanced reporting tools
- Mobile app development
Update frequency: monthly
Integration and Deployment
Firm360 is a cloud-based solution that integrates with various tools for seamless workflow.
Integrations:
Deployment Type: cloud-based
User Interface
Firm360 offers a clean and organized interface that simplifies navigation and task management.
Support and Resources
Firm360 provides unlimited support and training resources to ensure user success.
Support Types:
- Email support
- Phone support
- Live chat support
Training Resources:
- Webinars
- Documentation
- Tutorials
🌐 Links
🎉 Success Stories and Testimonials
Customer Feedback
Firm360 has received positive testimonials from users highlighting its effectiveness and support.
"Amazing support! Firm 360 is a great software for an accounting firm."
Anonymous
"Perfect PM system! Love the product! Has been amazingly helpful in organizing projects."
Anonymous
Unverified Page
This page has not yet been verified by the software vendor. The information presented here may not be fully accurate or up-to-date.
Are you the vendor of Firm360? Verify this page to ensure all data is accurate and up-to-date.
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