Firm360
Firm360 is a cloud-based practice management platform for accounting firms.
What Firm360 is
Firm360 is a cloud-based practice management platform for accounting firms. It tracks project progress, workloads and deadlines, and supports automated task assignment and project status updates. Staff can log time, create invoices, collect online payments and automate receivables. Billing can be hourly, fixed fee, project-based or hybrid.
Firm360 integrates with accounting, tax, payment, email and productivity tools including QuickBooks Online, UltraTax, ProConnect Tax, CCH Access, Juno, Drake, Lacerte, Stripe, Gmail, Microsoft Office 365, Adobe and Zapier. Its two-way QuickBooks Online sync covers client records, invoices, billing records and payment status. The company describes security measures including encryption in transit and at rest, multi-region US backups and continuous monitoring. Plans are billed annually: Basic is $49 a month, Standard is $79 a month, and Premium is $99 a month. Standard and Premium have a three-user minimum; Premium has custom pricing over 20 users.
Good
- Tracks projects, workloads and deadlines.
- Supports automated task assignment and status updates.
- QuickBooks Online syncs records and payment status both ways.
- Offers hourly, fixed-fee, project-based and hybrid billing.
- Data is encrypted in transit and at rest.
Watch out
- There is no free plan.
- Standard and Premium require at least three users.
- Premium pricing is custom for more than 20 users.
- Basic e-signature integration costs extra.
Who it suits
Firm360 is intended for accounting firms seeking project, deadline, staff workload, time and billing tools in one web platform. It may suit firms that use QuickBooks Online or the listed tax and office integrations.
Verdict
Firm360 focuses on accounting-firm workflows, connecting project oversight with time, invoicing and receivables. Compare the annual-billing plans with your team size, especially the three-user minimum on Standard and Premium.
Plans and prices
From Firm360's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Basic | $49 a month | No User Minimum · E-Signature Integration (extra fee) · Prices based on annual billing |
| Standard | $79 a month | 3 User Minimum · Prices based on annual billing |
| Premium | $99 a month | 3 User Minimum · Custom pricing over 20 users · Prices based on annual billing |
The facts
Each one read from Firm360's own pages, with the date it was checked.
The company
- Company origin
- The company says founder Brandon Gray developed Firm360 from his experience at a traditional CPA firm.checked 5 Oct 2026
- Headquarters
- Goldsboro, North Carolina, United Stateschecked 28 Sep 2026
What it does
- Data protection
- The security page says data is encrypted in transit and at rest, backed up across multiple US regions, and monitored continuously.checked 5 Oct 2026
- Integrations
- Listed integrations include QuickBooks Online, UltraTax, ProConnect Tax, CCH Access, Juno, Drake, Lacerte, Stripe, Gmail, Microsoft Office 365, Adobe, and Zapier.checked 5 Oct 2026
- Intended users
- Firm360 describes its platform as purpose-built for accounting firms and says it was built by accountants.checked 5 Oct 2026
- Product
- Firm360 is a cloud-based practice management platform designed for accounting firms.checked 5 Oct 2026
- QuickBooks sync
- Firm360 syncs client records, invoices, billing records, and payment status with QuickBooks Online in both directions.checked 5 Oct 2026
- Security
- Firm360 says it undergoes an annual third-party audit for SOC 2 Type II compliance and maintains CSA STAR Level 1 compliance.checked 5 Oct 2026
- Support
- Firm360 says support tickets receive an email follow-up within a few hours and its knowledge base includes how-to articles and video tutorials.checked 5 Oct 2026
- Training
- The company says most firms are fully up and running after four focused training sessions.checked 5 Oct 2026
- Workflow management
- The software tracks project progress, workloads, and deadlines, and supports automated task assignment and project status updates.checked 5 Oct 2026
Money
- Time and billing
- Staff can log time, create invoices, collect online payments, and automate receivables; billing can be hourly, fixed fee, project-based, or hybrid.checked 5 Oct 2026
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