Canopy
Cloud practice management for accounting firms with client management, document management, workflow, time and billing modules.
Firm360
Website: www.myfirm360.com
Firm360 at a glance
- Best for
- Firms sized 5–25 systematizing processes
- Pricing model
- Per user
- Starting price
- $49/user/mo
- Free trial
- 14 days
- Regions
- US
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.
Pricing
Per-user pricing (annual billing):
- Basic: $49/user/month — client management, documents, portal, time tracking, billing
- Standard: $79/user/month (3 user minimum) — adds project management, 1 e-signature license, automated A/R, custom fields
- Premium: $99/user/month (3 user minimum) — adds unlimited e-signatures, Zapier integration, dedicated CSM, phone support
Custom pricing available for 20+ users. 14-day free trial available.
Reviews
- G2: 4.5/5 (3 reviews)
- Capterra: 4.7/5 (120 reviews)
Features
Workflow Management
| Feature | Supported |
|---|---|
| List view | Yes |
| Kanban view | No |
| Job/work templates | Yes |
| Recurring jobs | Yes |
| Subtasks | No |
| Task dependencies | No |
| Automations | Yes |
| Custom statuses | No |
| @Mentions | No |
| Statutory due dates | Yes |
Client Management
| Feature | Supported |
|---|---|
| Client directory | Yes |
| Contacts | Yes |
| Client groups | No |
| Custom fields | Yes |
| Tags | No |
| Notes | Yes |
| Leads | No |
| CRM sync (QBO) | No |
| CRM sync (Xero) | No |
Client Portal
| Feature | Supported |
|---|---|
| Client portal | Yes |
| Client tasks/requests | Yes |
| File uploads | Yes |
| Secure messaging | Yes |
| Scheduling | No |
| E-signatures | Yes |
| White label/custom branding | Yes (subdomain) |
| Feature | Supported |
|---|---|
| Outlook integration | Yes |
| Gmail integration | Yes |
| Shared inboxes | No |
| Email-to-task | No |
| Email templates | No |
| AI email drafting | No |
| AI email summarization | No |
| View all client comms | No |
Time Tracking & Billing
| Feature | Supported |
|---|---|
| Time tracking | Yes |
| Timers | Yes (concurrent) |
| Invoicing | Yes |
| Fixed fee & hourly billing | Yes |
| Recurring billing | Yes |
| Online payments | Yes |
| WIP tracking | No |
| Write up/down | Yes |
| Realization reporting | Yes (by project) |
| QBO invoice sync | Yes |
| Xero invoice sync | No |
Document Management
| Feature | Supported |
|---|---|
| Document storage | Yes |
| Folders | Yes |
| Folder templates | Yes |
| File sharing with clients | Yes |
| SharePoint integration | No |
| Google Drive | No |
| Dropbox | No |
Reporting
| Feature | Supported |
|---|---|
| Time reports | Yes |
| Billing reports | Yes |
| Capacity/workload | No |
| Revenue insights | No |
Proposals & Engagement
| Feature | Supported |
|---|---|
| Proposals | No |
| Engagement letters | No |
| E-signatures on engagements | No |
Integrations
| Feature | Supported |
|---|---|
| QuickBooks Online | Yes |
| Xero | No |
| Outlook | Yes |
| Gmail | Yes |
| Zapier | Yes (Premium plan) |
| Make | No |
| API | No |
| Webhooks | No |
Security & Admin
| Feature | Supported |
|---|---|
| User roles | Yes |
| Custom permissions | No |
| 2FA/MFA | No |
| SSO | No |
| SOC 2 | No |
| Client access controls | No |
AI Features
| Feature | Supported |
|---|---|
| AI email drafting | No |
| AI email summarization | No |
| AI task suggestions | No |
| AI document classification | No |
| AI search | No |
Mobile
| Feature | Supported |
|---|---|
| Mobile-friendly (internal) | Yes |
| Native mobile app (internal) | No |
| Native mobile app (client portal) | No |
Compliance & Regulatory
| Feature | Supported |
|---|---|
| HMRC integration | No |
| Companies House integration | No |
| ATO integration | No |
| IRS transcript pulls | No |
| MTD support | No |
| Statutory deadline tracking | Yes |
Support & Onboarding
| Feature | Supported |
|---|---|
| Chat support | No |
| Email support | Yes |
| Phone support | Yes (Premium plan) |
| Dedicated rep | Yes (Premium plan) |
| Onshore support | No |
| Free onboarding | No |
| Paid onboarding packages | Yes |
| Knowledge base/docs | Yes |
Firm360 Alternatives
Other practice management tools for accounting firms, ordered by how much of Firm360's functionality they cover. Our feature data is still incomplete for BrightManager (formerly Accountancy Manager), so it ranks lower here than a full assessment might place it.
Qount
Qount is a unified practice management platform for multi-service accounting firms covering workflow automation, billing, and client management.
Tidyflow
Practice management platform for accounting firms combining workflows, client requests, documents, email, proposals, time tracking, and billing.
BrightManager (formerly Accountancy Manager)
UK practice management software for accountants with automated deadline tracking, client onboarding, and HMRC/Companies House integration.
TaxDome
All-in-one practice management for accounting firms combining CRM, workflows, client portal, document management, and billing.
Uku
Modern practice management software for accounting firms featuring task management, time tracking, client portal, invoicing, and team workload monitoring.