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Average Ratings 0 Ratings
Description
Optimize your operations and enhance your firm's efficiency. In just 30 days, help your staff reclaim an average of 10 hours weekly that would otherwise be lost to non-billable activities. This newfound time can be redirected towards expanding your practice and providing exceptional service to your clients. Minimize expenses and streamline processes by consolidating over five outdated software solutions into a single, cohesive platform. With everything you require available in one place, there's no need to switch between different systems. Our comprehensive platform is designed to include all necessary features to support your firm's operations effectively. By leveraging automation, you can boost your productivity and reduce costs significantly. With Firm 360, you can operate from any location globally, ensuring you have uninterrupted access to your firm around the clock. Embrace the future of practice management and watch your firm thrive!
Description
Get a fully integrated solution that integrates with your office and clients. Our interface includes tools to help you manage clients all year, automate your processes, and grow your business. It's easier to manage your Service Bureau team. You can have a bird's eye view of your partners, capture and manage leads, assign tasks to sub-offices during off season, and automate your entire service agency program. Our tax office portal lets you build relationships with clients all year, schedule appointments, and create workflows that streamline your projects. Your client can be easily onboarded in a secure portal that allows them to access checklists, files, and easy exchange of documents and communication. You can vertically communicate with your clients or partners via email campaigns, forms, invoices, and messages. To be more productive, efficient, and successful in your business, streamline it.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Nekton.ai
QuickBooks Online
Stripe
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$69.99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Firm Software
Founded
2019
Country
United States
Website
www.myfirm360.com
Vendor Details
Company Name
SeQwens
Founded
2019
Country
United States
Website
seqwens.com
Product Features
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Product Features
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management