Firm360

Firm360 is a purpose-built practice management software tailored exclusively for accounting firms. Founded by Brandon Gray, a CPA who experienced firsthand the operational chaos of traditional accounting workflows, Firm360 was born out of necessity. Gray, along with a lead developer, created a platform that would eliminate the inefficiencies of disconnected systems and manual processes. The result is a unified, cloud-based solution that simplifies how accounting firms manage their day-to-day operations. At its core, Firm360 is designed to centralize and streamline every aspect of firm management. It combines project tracking, time and billing, document management, client communication, and reporting into one cohesive platform. This integration allows firms to replace multiple tools—often five or more—with a single source of truth. The platform’s intuitive interface ensures that teams can easily navigate tasks, track progress, and collaborate without the friction of switching between systems. One of Firm360’s standout features is its secure client portal. This portal enables firms to communicate, share documents, and accept payments in one place. Clients can access their information anytime, sign documents electronically, and stay informed without needing to log into multiple platforms. This not only enhances the client experience but also reduces administrative overhead for firm staff. Time tracking and billing are also seamlessly integrated. Staff can log hours, generate invoices, and automate receivables, all within the same system. Firm360 supports multiple billing types and offers consolidated invoicing, making it easier for firms to manage cash flow and reduce billing errors. Additionally, the platform integrates with popular tools like QuickBooks Online, Stripe, and RightSignature, ensuring compatibility with existing workflows. Firm360 also provides robust reporting capabilities. With insights into client realization, staff utilization, workload distribution, and accounts receivable, firm leaders can make data-driven decisions with confidence. These reports are customizable and easy to interpret, offering a clear picture of operational health and profitability. The company’s values are deeply embedded in its culture and product design. Firm360 emphasizes collaboration, continuous learning, purposeful communication, and ownership. These principles guide both internal operations and customer interactions. The team is known for its responsive support and hands-on onboarding process, which includes tailored training sessions and ongoing check-ins to ensure long-term success. In 2025, Firm360 underwent a strategic rebrand to better reflect its mission and values. The new visual identity honors its accounting roots while signaling innovation and growth. The rebrand was not just cosmetic—it reinforced the company’s commitment to building tools that empower firms to thrive in a rapidly evolving industry.

Firm360’s competitive edge lies in its deep specialization, user-centric design, and all-in-one functionality—a combination that sets it apart in a crowded market of accounting practice management tools. Unlike many competitors that offer generic project management or CRM tools adapted for accountants, Firm360 was built from the ground up by accountants, for accountants. This insider perspective ensures that every feature—from time tracking to billing to document workflows—aligns with the real-world needs of accounting professionals. The platform reflects the nuances of tax season, client deadlines, and compliance requirements, which many broader tools fail to address. Another key differentiator is Firm360’s unified platform. While many firms juggle 4–5 separate systems for project management, billing, document storage, and communication, Firm360 consolidates all these functions into a single, cloud-based solution. This not only reduces costs and complexity but also improves data accuracy and team collaboration. Firms no longer need to worry about syncing data across platforms or losing time switching between tools.

• Small Businesses (1-99)
• Mid Market (100-500)
• Enterprise (500+)