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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

Firm360 logo
Accounting Software

5 23 user ratings

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87% 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

QuickFile logo
Accounting Software

4.8 2,696 user ratings

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Overview

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 QuickFile is a cloud accounting software with a thoughtfully designed user-friendly interface. It is useful for small-scale investors to large-scale organizations, helping them to streamline their accounting related tasks with ease and manage customers on a fully automated system. Admins can put their invoice reminders on autopilot besides providing access to a completely branded portal, enabling seamless self-service on the go. The API of this software has been thoughtfully programmed to fit in with the various backend systems of an individual organization. Categories like Online payments, Rich Reporting, Bank Feeds, Backups, Estimates and Orders, Multicurrency etc are also of great help. This software even allows the creation of customised invoices for each of its clients, all of which are stored in the cloud and are easily accessible. The remote backup system runs every 15 minutes to ensure that no data is lost due to unforeseen technical disruptions. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $49.00.
  • Free Trial Not Available
  • Offers Free-forever plan.
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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    93%
  • Reviews
    73%
  • Momentum
    63%
  • Popularity
    73%

87% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    88%
  • Reviews
    89%
  • Momentum
    63%
  • Popularity
    75%
SaaSworthy Awards
Not Available
# 18 Most Popular # 9 Highly Rated

Features

Total Features
14 Features
10 Features
Common Features for All
    Accounts Payable Handling the money owed by a business to its suppliers.
    Accounts Receivable Handling the money the client owes to the company.
    Bank Reconciliation Matching the balances of an entity's accounting records with the corresponding information on a bank statement.
    Billing and Invoicing This feature helps in issuing and handling the invoice and bills.
    CPA Firms Offers collaboration with a professional expert for financial and consulting services.
    Cash Management Collection and management of cash.
    Collections Recovery of cash from a business or individual.
    Expense Tracking Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.
    General Ledger Maintaining and recording all the accounting related transactions.
    Multi-Currency Enables payment and collection in multiple currencies.
    Payroll Handling the salary payable to the employees
    Project Accounting Creation of financial reports specifically designed to track the financial progress of projects
    Purchasing Acquiring goods or services required for the business at minimal cost
    Revenue Recognition Determining the specific conditions under which revenue is recognized or accounted for
    Spend Management Managing the expenditure of a business in order to build its product or services
    Tax Management Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time
  • + 11 More - Show Less
    • Accounts Payable Handling the money owed by a business to its suppliers.
      Accounts Receivable Handling the money the client owes to the company.
      Bank Reconciliation Matching the balances of an entity's accounting records with the corresponding information on a bank statement.
      Billing and Invoicing This feature helps in issuing and handling the invoice and bills.
      CPA Firms Offers collaboration with a professional expert for financial and consulting services.
      Cash Management Collection and management of cash.
      Collections Recovery of cash from a business or individual.
      Expense Tracking Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.
      General Ledger Maintaining and recording all the accounting related transactions.
      Multi-Currency Enables payment and collection in multiple currencies.
      Payroll Handling the salary payable to the employees
      Project Accounting Creation of financial reports specifically designed to track the financial progress of projects
      Purchasing Acquiring goods or services required for the business at minimal cost
      Revenue Recognition Determining the specific conditions under which revenue is recognized or accounted for
      Spend Management Managing the expenditure of a business in order to build its product or services
      Tax Management Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time
  • + 7 More - Show Less
  • Technical Details

    Organization Types Supported
    • Individuals
    • Large Enterprises
    • Medium Business
    • Small Business
    • Individuals
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    5/5 23 user ratings
    4.8/5 2,696 user ratings
    Rating Distribution
    • Excellent

      95.7%
    • Very Good

      4.3%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      81.8%
    • Very Good

      15.9%
    • Average

      1.7%
    • Poor

      0.3%
    • Terrible

      0.4%
    User Sentiments
      Not Available

      Ease of Use, Comprehensive Functionality, Excellent Customer Support, Extensive Integrations

      Occasional Software Glitches, Limited Mobile App Functionality, Lack of Payroll Integration , Invoice Customization Limitations

    Review Summary
    Not Available

    Overall, users find the software user-friendly and easy to navigate. It's praised for its intuitive interface, comprehensive features, and helpful customer support. Many users highlight its affordability and value for money, appreciating the range of features available at a reasonable price. However, some users have reported occasional glitches and bugs, as well as limitations in customization and reporting capabilities. Additionally, a few users have expressed concerns about data security and privacy, emphasizing the need for stronger measures to protect user information.

      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Starts at $49.00.
    • Free Trial Not Available
    • Offers Free-forever plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Basic $49.00 $49.00 per month

    Standard $79.00 $79.00 per month

    Premium $99.00 $99.00 per month

    Extra Small, Small and Medium Free

    Large and Extra Large Others

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Dashboard Dashboard
    + 1 More

    Vendor information

    Company Details Located in: Raleigh, North Carolina Founded in: 2019 Located in: London, England
    Contact Details

    Not available

    https://www.myfirm360.com/

    Not available

    https://www.quickfile.co.uk/

    Social Media Handles

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