Firm360

Love Firm 360!

Kommentare: Fantastic and amazing. Couldn't ask for a better software or support team. Would recommend this software to anyone.

Vorteile:

This software is so easy to use. But before that even, if was even easier to implement and roll out to our team. We looked at many other similar products but they were either very costly or a lot of work to load data/ roll out/ learn. Firm 360 is the perfect solution! And their customer support team is amazing. We ask for tweaks or adjustments, and the same day we get a response. Frequently even, we get those requests met the same day or the day following. Can't speak highly enough of [SENSITIVE CONTENT HIDDEN] and their Firm 360 product!

Nachteile:

Having to pay! ha! The only thing that would make this better is if it were free. But nothing worth having is free, so we are happy to pay for the service. We don't see ever making a change from Firm 360 at this point.

Firm360 time and billing is great

Kommentare: We mostly use it for tracking our time and generating invoices. Previously were using spreadsheets and QBO. This saves a lot of time and gives increased visibility into past billing. It still integrates with QBO and the invoices go in there.

Vorteile:

We mostly use it for tracking our time and generating invoices, which is great.

Nachteile:

For security reasons, they wont let users stay logged in, so we have to log in each day in the morning.

My opinion

Kommentare: Still learning & getting familiar with, there is room to improve to be more friendly and broader use by an accounting firm in my opinion.

Vorteile:

Communicating with clients via portal and e-mail.

Nachteile:

Documents filing system, automatic sort out system non-exiting, search criteria limitation. I Got spoiled by Thomson Router's file cabinet features I guess, plus firm 360 was implemented during tax season, so there was little time for training.

Firm360 for Bookkeeping Firm

Vorteile:

I love that Firm360 functions exactly as the name suggests - it's a firm management software that covers all the bases. I looked for months for a solution that integrated time tracking, document management, and client task management in one solution. Firm360 is the only one out there.

Nachteile:

I'd love a continuous client sync w QuickBooks Online

Best option we found, love this tool!

Kommentare: 100% positive. We really do love the features we do use and the fact that we can grow into it so much more because it has so much to offer.

Vorteile:

We shopped for a long time before choosing 360. Once we found it and talked with their staff, we instantly felt all the niggles and reservations disappear. We knew this was the program for us, and it has been such a godsend to our practice. We regret nothing. You won't either.

Nachteile:

The most difficult thing is having to change how you run your practice to incorporate the program. Change can be hard, and setup takes time, but it's worth it in the end. Any struggle you have with the software is either misusing it or the staff can add it as a feature pretty quickly. They're very responsive in either case.