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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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71% 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 | LumaTax has developed an economic nexus analysis tool that automates the complexity of analyzing transactions against varying state thresholds to determine whether nexus has been established in each taxing jurisdiction. Finally, an all-in-one solution to help you deliver SUT compliance to your clients profitably and at scale. Our industry-first client exposure survey generates a LumaTax Compliance Score for each business to help you quickly identify those most in need of SUT advisory services and - in the process - provides you with a picture of the corresponding revenue opportunities for your firm. Get a complete picture of each clients' nexus status across the U.S. with our Nexus Overview dashboard. Read more |
Pricing Options |
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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
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71% 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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3 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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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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User Rating |
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Rating Distribution |
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Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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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 |
LumaTax Custom |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
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Company Details | Located in: Raleigh, North Carolina Founded in: 2019 |
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Contact Details |
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Social Media Handles |
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