Firm360 Information

Firm360 is the all-in-one platform built by accountants who understand the work behind the workflow. From project management to client communication and billing, we help accounting firms operate with clarity, not complexity. More than 3,000+ accounting professionals trust Firm360 to streamline their operations — supported by tailored training and a team that’s always ready to help. 𝐑𝐞𝐚𝐥 𝐑𝐞𝐬𝐮𝐥𝐭𝐬: 𝐂𝐑𝐒 𝐂𝐏𝐀𝐬: Saved 200+ hours per week, achieved 100% staff adoption in 3 months, and fully centralized client management into one platform 𝐅𝐨𝐫𝐞𝐬𝐢𝐠𝐡𝐭 𝐂𝐏𝐀 𝐆𝐫𝐨𝐮𝐩: Reduced billing time by 66%, achieved 100% client portal adoption, and improved collections with a modern client experience 𝐓𝐚𝐧𝐝𝐞𝐦 𝐂𝐏𝐀𝐬: Increased engagement letter return rates to 98% and gained real-time visibility into team performance and firm-wide workflows 𝐅𝐞𝐥𝐥𝐧𝐞𝐫 & 𝐊𝐮𝐡𝐧: Achieved 95%+ client portal adoption and unlocked capacity for higher-value advisory work through real-time workflow visibility 𝐄𝐥𝐬𝐞𝐫 & 𝐁𝐫𝐢𝐠𝐠𝐬: Reclaimed 20+ hours per week and improved firm-wide coordination with complete visibility into projects and deadlines 𝐒𝐢𝐦𝐩𝐬𝐨𝐧 & 𝐂𝐨.: Scaled through 2 acquisitions while centralizing operations and migrating 3 years of client data seamlessly Explore more case studies here: https://www.myfirm360.com/case-studies