CPA Field Guide / US tax & accounting
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Firm360

Practice Management · Small · mid

All-in-one practice management — projects, documents, billing, and a portal.

CategoryPractice Management
Best forSmall · mid firms
PricingFrom $49/user/mo
IntegrationZapier only
Official sitewww.myfirm360.com

How it connects. It has no direct API; it connects to other tools through Zapier. Compare every tool by integration openness →

Firm360 interface
Firm360 — product interface. Screenshot © Firm360; shown for identification.

Firm360 pros and cons

Pros

  • Covers projects, time and billing, documents, and a client portal in one mid-priced package
  • Time and billing included — several same-tier competitors leave invoicing to another tool
  • Straightforward per-user pricing without module math
  • Small-vendor responsiveness; customers report being heard

Cons

  • Smaller brand and community than the category leaders — fewer templates, integrations, and hiring-pool familiarity
  • Individual modules are lighter than dedicated tools
  • Zapier-level integration only
  • Less proven at larger team sizes

Who Firm360 is for — real-world scenarios

The firm that bills time and wants one invoice trail

A practice invoicing hourly and fixed-fee work that wants projects and billing in the same system instead of syncing a PM tool to a billing tool.

The all-in-one buyer priced out of the big names

Wants the TaxDome shape at a smaller number with simpler setup, and accepts a smaller ecosystem as the trade.

Bottom line

A sensible all-rounder for small firms where included time-and-billing is the deciding feature. Shortlist it against TaxDome and Financial Cents and let the billing workflow break the tie.

Firm360 — FAQ

How much does Firm360 cost?

Firm360's pricing: From $49/user/mo.

Does Firm360 have an API?

It has no direct API; it connects to other tools through Zapier.

Who is Firm360 best for?

Firm360 is built for small · mid firms. All-in-one practice management — projects, documents, billing, and a portal.

What are the main drawbacks of Firm360?

The trade-offs firms weigh: smaller brand and community than the category leaders — fewer templates, integrations, and hiring-pool familiarity; individual modules are lighter than dedicated tools; zapier-level integration only.

Other Practice Management tools

Independent and no pay-to-list: only shipped capabilities (reviewed July 2026), maintained by the team behind DueDateHQ and held to the same standard as every other tool here. How this guide works →

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