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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 Minimize expenses and streamline processes by consolidating over five outdated software solutions into a single, cohesive platform.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

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Nekton.ai
QuickBooks Online
Stripe

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

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