Tech riderRev. 5 Oct 2026
- 1Runs onWeb
- 2Costspaid from $49/mo
- 3Client portalYes
- 4Workflow automationYes
- 5Time trackingYes
- 6Billing and invoicingYes
- 7Document managementYes
- 8Deadline trackingYes
8 lines stated Written from the maker's own pages: myfirm360.com

Overview
Firm360 is ranked #14 of 28 in accounting practice management software on Specifiction. It runs on Web. There is no free plan. Paid plans start at $49/mo.
Firm360 plans and pricing
All plansBasic $49/mo Prices based on annual billing No User Minimum · E-Signature Integration (extra fee) myfirm360.com · 5 Oct 2026
Premium $99/mo Prices based on annual billing 3 User Minimum · Custom pricing over 20 users myfirm360.com · 5 Oct 2026
Compared on accounting practice management software
- Free plan
- Nomyfirm360.com
- Client portal
- Yesmyfirm360.com
- Workflow automation
- Yesmyfirm360.com
- Time tracking
- Yesmyfirm360.com
- Billing and invoicing
- Yesmyfirm360.com
- Document management
- Yesmyfirm360.com
- Deadline tracking
- Yesmyfirm360.com
- Staff capacity planning
- Yesmyfirm360.com
Facts
- Product
- Firm360 is a cloud-based practice management platform designed for accounting firms.myfirm360.com · 5 Oct 2026
- Workflow management
- The software tracks project progress, workloads, and deadlines, and supports automated task assignment and project status updates.myfirm360.com · 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 · 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 · 5 Oct 2026
- QuickBooks sync
- Firm360 syncs client records, invoices, billing records, and payment status with QuickBooks Online in both directions.myfirm360.com · 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 · 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 · 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 · 5 Oct 2026
- Training
- The company says most firms are fully up and running after four focused training sessions.myfirm360.com · 5 Oct 2026
- Intended users
- Firm360 describes its platform as purpose-built for accounting firms and says it was built by accountants.myfirm360.com · 5 Oct 2026
- Company origin
- The company says founder Brandon Gray developed Firm360 from his experience at a traditional CPA firm.myfirm360.com · 5 Oct 2026
Company
- Headquarters
- Goldsboro, North Carolina, United Statesmyfirm360.com · 28 Sept 2026
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Where it ranks on Specifiction
Is Firm360 yours?
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Sources
- myfirm360.com/about-us/· checked 5 Oct 2026
- myfirm360.com/our-solution/project-management/· checked 5 Oct 2026
- myfirm360.com/our-solution/time-tracking-and-billing/· checked 5 Oct 2026
- myfirm360.com/our-solution/integrations/· checked 5 Oct 2026
- myfirm360.com/security/· checked 5 Oct 2026
- myfirm360.com/support-center/· checked 5 Oct 2026
- myfirm360.com· checked 5 Oct 2026
- myfirm360.com/pricing/· checked 5 Oct 2026


