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Description

Firm360 is a comprehensive accounting practice management solution designed to help modern accounting firms streamline workflows, improve client communication, and boost profitability. This all-in-one platform centralizes key business function...

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Use Cases

Key Features

  • Customizable Fields
  • Task Management
  • Resource Management
  • Online Time Tracking
  • Commenting/Notes
  • Reporting/Project Tracking

Made For

Industries

  • Accounting
  • Tax Preparation
  • Bookkeeping
  • Financial Services

Customer Segments

  • Small Businesses
  • Mid-size Businesses

Supported Platforms

  • Web
  • Mobile

Pros

  • All-in-one platform reduces the need for multiple software solutions.
  • Automated workflows minimize manual errors and improve efficiency.
  • Client portal enhances communication and collaboration.

Cons

  • Potential learning curve for users unfamiliar with practice management software.
  • Integration with less common accounting software may be limited.
Company Name
PracticeSuite
Year Founded
2003
HQ Location
Tampa, FL, USA
LinkedIn
51-200 employees
@PracticeSuite
1000+ followers

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