Tools for Accounting

Firm360

Pricing: Basic $49/month Last checked: November 4, 2026 Latest update: June 2, 2026 Visit website

What is Firm360?

Firm360 is all-in-one practice management software for accounting firms. It combines project and workflow management, client and document management, a secure client portal, e-signature (powered by Adobe), time tracking and billing, credit card and ACH payments through Stripe, and reporting such as a Client Realization Report. A Claude connector lets Claude answer read-only questions about a firm's Firm360 data.

Who it's for

Accounting and tax firms, from a single user on the Basic plan to multi-user firms; custom pricing applies above 20 users. Firm360 was founded by Brandon Gray, a partner at his own accounting firm, and its homepage cites 300K+ clients served.

Key features

  • Project and workflow management with client and document management
  • Secure client portal and e-signature powered by Adobe
  • Time tracking, billing and invoicing, with credit card and ACH payments through Stripe
  • Advanced reporting, including a Client Realization Report
  • Two-way QuickBooks Online sync (Summer 2026 update)
  • Claude connector (limited beta, read-only): asks about WIP, realization, write-ups and write-downs, overdue invoices and client profitability, with Firm360 role permissions carried over
  • FileSync for documents from tax software, installed on each user's computer
  • AutoPrep tax automation by Juno, marked Coming soon to Firm360 firms on Firm360's site

Integrations

The tax packages connect through FileSync, which syncs documents with UltraTax, Lacerte, Drake, ProConnect and CCH Axcess. Zapier and the AI Connector are listed on the Premium plan. The Claude connector beta requires an active Firm360 subscription and a Claude.ai Pro or Team plan.

Recent updates

  • : Firm360 launched a Claude connector in limited beta for firms with an active Firm360 subscription and a Claude.ai Pro or Team plan. It is read-only and answers questions about WIP, realization, write-ups and write-downs, overdue invoices and client profitability, with Firm360 role permissions carried over. [7]

Pricing

Basic $49/month (no user minimum), Standard $79/month (3 user minimum), Premium $99/month (3 user minimum), based on annual billing; custom pricing over 20 users. Premium adds the AI Connector, AutoPrep Tax Automation, unlimited e-signature licenses, Zapier and a dedicated customer success manager; Standard includes 1 e-signature license and e-signature is an extra fee on Basic (per Firm360's pricing page) (from the vendor's public pages, last checked November 4, 2026; confirm with the vendor)

Category
Practice Management & Client Workflow
Website
www.myfirm360.com

Frequently asked questions

What is Firm360?

Firm360 is all-in-one practice management software for accounting firms. It combines project and workflow management, client and document management, a secure client portal, e-signature (powered by Adobe), time tracking and billing, credit card and ACH payments through Stripe, and reporting such as a Client Realization Report. A Claude connector lets Claude answer read-only questions about a firm's Firm360 data.

Who is Firm360 for?

Firm360 is for accounting and tax firms, from a single user on the Basic plan to multi-user firms; custom pricing applies above 20 users. Firm360 was founded by Brandon Gray, a partner at his own accounting firm, and its homepage cites 300K+ clients served.

What does Firm360 integrate with?

Firm360 lists integrations with QuickBooks Online, Stripe, Adobe e-signature, Claude, Zapier, UltraTax and others, according to its website.

How much does Firm360 cost?

Firm360 pricing, per its public pages: Basic $49/month (no user minimum), Standard $79/month (3 user minimum), Premium $99/month (3 user minimum), based on annual billing; custom pricing over 20 users. Premium adds the AI Connector, AutoPrep Tax Automation, unlimited e-signature licenses, Zapier and a dedicated customer success manager; Standard includes 1 e-signature license and e-signature is an extra fee on Basic (per Firm360's pricing page). Confirm current pricing with the vendor.

Sources

  1. https://www.myfirm360.com
  2. https://www.myfirm360.com/pricing/
  3. https://www.myfirm360.com/our-solution/integrations/
  4. https://www.myfirm360.com/our-solution/autoprep/
  5. https://www.myfirm360.com/security/
  6. https://www.myfirm360.com/about-us/
  7. https://www.myfirm360.com/blog/firm360-claude-connector/
  8. https://www.myfirm360.com/blog/whats-new-firm360-summer-2026/
  9. https://www.prnewswire.com/news-releases/firm360-launches-claude-connector-for-accounting-practice-management-302787873.html

Last checked: 2026-11-04

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