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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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| Description | Firm360 is an all in one firm management solution for accountants and CPA businesses. The software can be used to monitor workflows, track time and communicate with clients in real-time. Firms get to manage sensitive documents using the software besides facilitating active collaboration between members within a particular team. It also ensures that the documents get transferred in a secure way. An automated workflow monitoring mechanism offered by Firm360, facilitates greater levels of control besides enhanced efficiency. Enterprises get to monitor the present condition of an ongoing project and send timely notifications to the dedicated staff. Advanced scheduling features offered by the software facilitates better time tracking and multiple project monitoring in a simultaneous manner. A friendly user interface offered by the particular enables greater scalability and flexibilities as well. Firm360 is hosted on Amazon AWS infrastructure and ensures that the data in transit is encrypted using SSL. Data stored within the particular gets backed up in separate regions of the US and can be recovered as per users’ business needs. Read more | Introducing ConnectBooks the ultimate solution for their accounting and inventory management needs. Say goodbye to the hours spent manually checking every line of their books, and hello to perfect reconciliation to the penny. With ConnectBooks, every transaction, fee, return, adjustment, expense, and loss is captured with precision and accuracy in just one click. So they can rest easy knowing their books are absolutely error-free. But ConnectBooks is more than just a bookkeeping tool - it's a comprehensive platform that gives they real-time insights into their financials. With this instant updates, they can see their profits as they happen and make well-informed decisions, without having to wait for monthly or yearly reports. ConnectBooks provides they with a third-party perspective, giving they a clear understanding of their numbers and helping they manage their business like a true professional. And that's not all this stock forecast and reorder alerts ensure that they're always on top of their inventory. No more overstocking or understocking, no more missed sales opportunities, just a streamlined inventory management process. With ConnectBooks, they can track every sale, bundle, kit, variation, return, and even lost or unsellable items - all in real-time. So why wait? Close their books in just a few clicks, and gain instant clarity on their gross and net profit, orders, units sold, ad spend, fees, returns, margins, and ROI. With ConnectBooks, they'll have a complete overview of what they're making and where, empowering they to make strategic business decisions and achieve even greater success. Don't just take this word for it - try ConnectBooks today and see the difference it can make for their business. Read more |
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| SW Score & Breakdown |
85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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| Total Features |
14 Features
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7 Features
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| Common Features for All |
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing and Invoicing
CPA Firms
Cash Management
Collections
Expense Tracking
General Ledger
Multi-Currency
Payroll
Project Accounting
Revenue Recognition
Spend Management
Tax Management
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Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing and Invoicing
CPA Firms
Cash Management
Collections
Expense Tracking
General Ledger
Multi-Currency
Payroll
Project Accounting
Revenue Recognition
Spend Management
Tax Management
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| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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Basic $49.00 $49.00 per month Standard $79.00 $79.00 per month Premium $99.00 $99.00 per month |
Silver Lite (For Small Businesses) $14.00 $14.00 per month Gold Lite (For Small Businesses) $24.00 $24.00 per month Diamond Lite (For Small Businesses) $49.00 $49.00 per month Silver (For Most Businesses) $31.00 $31.00 per month Gold (For Most Businesses) $149.00 $149.00 per month Diamond (For Most Businesses) $199.00 $199.00 per month |
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View Detailed Pricing
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View Detailed Pricing
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| Videos | Not Available |
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| Company Details | Located in: Raleigh, North Carolina Founded in: 2019 | Located in: Spring Valley, New York |
| Contact Details |
Not available |
+1 845-751-1600 |
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