Firm360 Email Format
Technology, Information and InternetNorth Carolina, United States11-50 Employees
Firm360 is the all-in-one platform built by accountants who understand the work behind the workflow. From project management to client communication and billing, we help accounting firms operate with clarity, not complexity. More than 3,000+ accounting professionals trust Firm360 to streamline their operations โ supported by tailored training and a team thatโs always ready to help. ๐๐๐๐ฅ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ: ๐๐๐ ๐๐๐๐ฌ: Saved 200+ hours per week, achieved 100% staff adoption in 3 months, and fully centralized client management into one platform ๐ ๐จ๐ซ๐๐ฌ๐ข๐ ๐ก๐ญ ๐๐๐ ๐๐ซ๐จ๐ฎ๐ฉ: Reduced billing time by 66%, achieved 100% client portal adoption, and improved collections with a modern client experience ๐๐๐ง๐๐๐ฆ ๐๐๐๐ฌ: Increased engagement letter return rates to 98% and gained real-time visibility into team performance and firm-wide workflows ๐ ๐๐ฅ๐ฅ๐ง๐๐ซ & ๐๐ฎ๐ก๐ง: Achieved 95%+ client portal adoption and unlocked capacity for higher-value advisory work through real-time workflow visibility ๐๐ฅ๐ฌ๐๐ซ & ๐๐ซ๐ข๐ ๐ ๐ฌ: Reclaimed 20+ hours per week and improved firm-wide coordination with complete visibility into projects and deadlines ๐๐ข๐ฆ๐ฉ๐ฌ๐จ๐ง & ๐๐จ.: Scaled through 2 acquisitions while centralizing operations and migrating 3 years of client data seamlessly Explore more case studies here: https://www.myfirm360.com/case-studies