Firm360 is made to meet the needs of CPAs and accounting firms. You can track how things are going and how much time has passed. You can even use it to talk to clients in real-time. This system makes it easy and safe to store and organize important documents. It increases productivity and gives you more control at the same time.
Users of this system will be able to track where all active projects are at any given time. One of the best things about this platform is that it can keep track of many projects and times at once. It is used in many different ways in Tax Management and Tax Practice Management. Most of their clients are medium-sized businesses and large businesses.
Features
- Approval Workflow
- Project Management
- Tax Management
- Time Tracking
- Workflow Management
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