Firm360

Firm360 is an all-in-one practice management platform for small to mid-sized accounting firms, covering workflow management, time tracking, billing, payment processing, and client communication in a single system.

Firms use it to standardize and repeat their service delivery processes — creating workflow templates for recurring engagements, tracking time against those jobs, and taking payments from clients through the platform. The billing module includes recurring payments, invoice integration with QuickBooks Online, and write up/down capabilities, making it practical for firms that want to manage the full revenue cycle without separate tools.

Workflow management features include automatic status progression, statutory due dates alongside internal deadlines, the ability to shift due dates to the previous business day when they fall on weekends, and concurrent timer support for staff working across multiple engagements simultaneously.

It is best suited for firms with 5–25 staff who are looking to systemize their processes and grow the team in a repeatable way, as well as firms that have recently grown and need to bring more structure to how work is managed and billed.