On the recordRead 5 Oct 202612 facts
Firm360
Goldsboro, North Carolina, United States
Plans and prices
Basic
$49a month, billed yearly
No User Minimum · E-Signature Integration (extra fee)
Read 5 Oct 2026 · myfirm360.com
Standard
$79a month, billed yearly
3 User Minimum
Read 5 Oct 2026 · myfirm360.com
Premium
$99a month, billed yearly
3 User Minimum · Custom pricing over 20 users
Read 5 Oct 2026 · myfirm360.com
On the record
- Company origin
- The company says founder Brandon Gray developed Firm360 from his experience at a traditional CPA firm.myfirm360.com · read 5 Oct 2026
- Data protection
- The security page says data is encrypted in transit and at rest, backed up across multiple US regions, and monitored continuously.myfirm360.com · read 5 Oct 2026
- Integrations
- Listed integrations include QuickBooks Online, UltraTax, ProConnect Tax, CCH Access, Juno, Drake, Lacerte, Stripe, Gmail, Microsoft Office 365, Adobe, and Zapier.myfirm360.com · read 5 Oct 2026
- Intended users
- Firm360 describes its platform as purpose-built for accounting firms and says it was built by accountants.myfirm360.com · read 5 Oct 2026
- Product
- Firm360 is a cloud-based practice management platform designed for accounting firms.myfirm360.com · read 5 Oct 2026
- QuickBooks sync
- Firm360 syncs client records, invoices, billing records, and payment status with QuickBooks Online in both directions.myfirm360.com · read 5 Oct 2026
- Security
- Firm360 says it undergoes an annual third-party audit for SOC 2 Type II compliance and maintains CSA STAR Level 1 compliance.myfirm360.com · read 5 Oct 2026
- Support
- Firm360 says support tickets receive an email follow-up within a few hours and its knowledge base includes how-to articles and video tutorials.myfirm360.com · read 5 Oct 2026
- Time and billing
- Staff can log time, create invoices, collect online payments, and automate receivables; billing can be hourly, fixed fee, project-based, or hybrid.myfirm360.com · read 5 Oct 2026
- Training
- The company says most firms are fully up and running after four focused training sessions.myfirm360.com · read 5 Oct 2026
- Workflow management
- The software tracks project progress, workloads, and deadlines, and supports automated task assignment and project status updates.myfirm360.com · read 5 Oct 2026
