Software
We've compiled a list of 100 free and paid alternatives to Firm360. The primary competitors include monday.com, Clio. In addition to these, users also draw comparisons between Firm360 and Rocket Matter, MyCase, LEAP. Also you can look at other similar options here: Accounting and Finance Software, Accounting Practice Management Software.
We've compiled a list of 100 free and paid alternatives to Firm360. The primary competitors include monday.com, Clio. In addition to these, users also draw comparisons between Firm360 and Rocket Matter, MyCase, LEAP. Also you can look at other similar options here: Accounting and Finance Software, Accounting Practice Management Software.
A versatile cloud-based platform, optimizes project management and team collaboration. Boosting productivity across software development, marketing, sales CRM, HR, it empowers seamless task tracking, deadline management, and analytics for enhanced p…
Clio offers a comprehensive suite of legal practice management tools, streamlining day-to-day operations with features like client intake, CRM, time tracking, document management, billing, online payments, calendar management, and secure client comm…
MyCase stands as the trusted legal case management software. It centralizes case details, elevates client communication, and streamlines billing, ensuring law firms operate at maximum efficiency.
SafeSend is a comprehensive software solution for tax and accounting firms, offering tools for engagement letter management, fillable organizers, secure document collection, file exchange, and tax return assembly. It supports e-signatures, electroni…
Simetrik is a SaaS platform that empowers FinOps, accounting, and FP&A teams with robust no-code and AI technology. It simplifies, scales, and automates financial control, reducing risk and enhancing efficiency by centralizing data, automating recon…
Boost productivity with Firm360. Optimize your accounting practice for increased team efficiency. Comprehensive platform provides all the tools necessary to manage your firm seamlessly.
Boost productivity with Firm360. Optimize your accounting practice for increased team efficiency. Comprehensive platform provides all the tools necessary to manage your firm seamlessly.
Web-Based
Mac
Windows
Firm360 is a comprehensive client management and collaboration tool designed specifically for accounting and financial professionals. It enables firms to manage client relationships, streamline workflows, and securely share documents in a user-friendly interface. The platform offers features such as task management, team collaboration, and client portals to ensure smooth communication and efficient management of financial data. Firm360 also integrates with leading accounting software, simplifying the process of managing client accounts and providing real-time access to essential financial information.
With Firm360, firms can enhance client satisfaction by providing a transparent and collaborative experience. The platform's robust security features protect sensitive financial data, and its intuitive design makes it easy to stay organized and focused on delivering high-quality services. Whether working with small businesses or large corporations, Firm360 helps firms manage client relationships with ease.
Workflow Management
To-Do List
Third Party Integrations
Resource Management
Recurring Tasks
Productivity Analysis
File Transfer
File Sharing
File Management
Employee Time Tracking
Drag & Drop
Data Import/Export
Customizable Branding
Credit Card Processing
@mentions
Percent-Complete Tracking
Cost-to-Completion Tracking
Task Tagging
Task Editing/Updating
Task Board View
Spreadsheet View
Reporting/Project Tracking
Project Planning/Scheduling
Project Planning
Parent Task
Configurable Workflow
Clock In/Out
Employee Management
Customizable Templates
Timer
Multiple Billing Rates
Billable & Non-Billable Hours
Timesheet Management
Project Tracking
Online Time Tracking
Recurring/Subscription Billing
Approval Workflow
Secure Data Storage
Workflow Configuration
Task Planning
Tagging
Rules-Based Workflow
Prioritization
Customizable Dashboard
Commenting/Notes
Assignment Management
Task Progress Tracking
Reminders
Project Workflow
Project Time Tracking
Project Templates
Planning Tools
Multiple Projects
Deadline Management
Customizable Fields
Collaboration Tools
Charting
Business Process Automation
Time Tracking
Status Tracking
Search/Filter
Project Billing
Progress Tracking
Accept Online Payments
Invoice Processing
Invoice History
For CPA Firms
Financial Analysis
Due Date Tracking
Document Management
Customizable Reports
Contact Database
Billing Portal
Audit Management
Approval Process Control
Activity Dashboard
Accounting
Time & Expense Tracking
Staff Management
Reporting & Statistics
Real Time Reporting
Project Management
Payment Processing
Online Invoicing
Mobile Payments
Mobile Access
Invoice Management
Invoice Creation
Hourly Billing
For Accountants
Electronic Payments
Document Storage
Customizable Invoices
Client Management
Calendar Management
Billing & Invoicing
Alerts/Notifications
Activity Tracking
Access Controls/Permissions
ACH Payment Processing
Payroll Management
Reporting/Analytics
Employee Database
QuickBooks Integration
Client Portal
Audit Trail
Bank Reconciliation
Task Scheduling
Accounting Integration
Task Management
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