Firm360’s implementation process is designed to be fast, consultative, and minimally disruptive. Most firms are fully operational within 6–8 weeks, though some complete onboarding even faster. Here's a step-by-step breakdown:
Demo & Discovery The process begins with a personalized demo where Firm360’s team assesses your firm’s needs, current workflows, and goals. This helps tailor the setup to your specific requirements.
Kickoff & Planning Once you commit, Firm360 assigns a dedicated implementation specialist. Together, you’ll outline the onboarding timeline, data migration needs, and workflow priorities.
Data Migration Firm360 helps you migrate client records, project templates, billing data, and documents from your existing systems. This step ensures a smooth transition without data loss.
Workflow Configuration The platform is customized to match your firm’s structure. You’ll set up roles (e.g., preparers, reviewers), project templates, billing types, and client communication preferences.
Training Sessions Most firms complete onboarding in four focused training sessions. These cover platform navigation, task management, billing, document handling, and client portal usage.
Go-Live After training, your team begins using Firm360 in real-time. The implementation specialist remains available to troubleshoot and fine-tune the setup.
Post-Launch Support Firm360 provides ongoing access to live support, a searchable knowledge base, and optional refresher training. You’re never left on your own after go-live.
Customisation
Firm360 offers extensive customization options to fit the unique needs of accounting firms of all sizes. Here are key data points that highlight its flexibility:
Custom Fields You can create client-specific fields such as entity type, billing structure, service category, or internal tags. These fields support smart filtering and segmentation.
Role-Based Assignments Assign preparers, reviewers, and managers to each client or project. This ensures clarity in ownership and automates communication workflows.
Multi-Entity & Multi-Contact Support Firm360 handles clients with multiple businesses, locations, or contacts under one umbrella. This is ideal for firms managing complex client relationships.
Project Templates You can build and reuse templates for recurring services like tax prep, audits, and advisory work. These templates can be customized with task sequences, deadlines, and role assignments.
Custom Views & Filters Save filtered views of clients or projects (e.g., CAS clients, overdue tax prep) to monitor specific segments easily.
Workflow Automation Automate task routing, reminders, and status updates based on your firm’s processes. This reduces manual work and ensures consistency.
Integration Flexibility Firm360 integrates with tools like QuickBooks Online, UltraTax, Lacerte, Stripe, Gmail, Office365, and even ChatGPT via Zapier. These integrations can be tailored to your workflow needs.
Document & Email Syncing Customize how documents and emails are synced and stored. You can edit Word and Excel files directly within Firm360, with changes saved automatically.
API & Zapier Support For firms with advanced needs, Firm360 supports automation via Zapier and API-based integrations, allowing for custom workflows and AI-powered enhancements.
Additional Costs
Firm360 offers a transparent subscription pricing model with no hidden setup fees, maintenance costs, or support charges. The onboarding process—including four guided training sessions—is included in the subscription. There are no separate charges for platform updates or ongoing maintenance. Support is bundled into the plan:
Email support is available to all users.
Phone support is included for Premium plan subscribers.
Custom pricing is available for firms with 20+ users or those requiring premium add-ons.
This structure ensures predictable costs and scalability for firms of all sizes.
Training
Firm360 provides comprehensive onboarding and ongoing support tailored to accounting firms. New users receive:
A dedicated implementation specialist to guide setup, data migration, and workflow configuration.
Four structured training sessions covering platform navigation, billing, document handling, and client communication.
U.S.-based email support during business hours.
Phone support for Premium plan users.
Access to a searchable Knowledge Base, live Office Hours, and product videos.
Optional refresher training after go-live to help teams stay sharp and confident.
Firm360’s support team is recognized for its responsiveness, expertise, and dedication to helping firms achieve success.
Security Measures
Firm360 employs enterprise-grade security protocols to protect sensitive accounting and client data. Key measures include:
Hosting on Amazon AWS, compliant with ISO 27001 and SOC2 Type II standards.
AES-256 encryption for data at rest and SSL 256-bit encryption for data in transit.
Multi-factor authentication (MFA) for internal staff and encouraged for users.
Access control based on the principle of least privilege.
Continuous monitoring and 24/7 breach detection.
Redundant backups across multiple U.S. data centers, recoverable up to 30 days.
Secure payment processing via Stripe, with PCI DSS compliance.
Annual third-party audits and CSA STAR Level 1 certification.
These measures ensure data confidentiality, integrity, and availability, aligning with industry best practices and regulatory standards.
Updates
Firm360 follows a continuous improvement model, regularly releasing updates to enhance functionality, security, and user experience. While the exact frequency isn’t specified, updates are managed seamlessly through its cloud infrastructure, meaning users do not need to manually install anything. These updates typically include:
Firm360 uses analytics tools like Pendo and Google Analytics to monitor platform usage and inform future updates, ensuring that improvements align with user needs
Data Ownership and Portability
Firm360’s privacy policy confirms that users retain full ownership of their data. The platform collects and stores client and firm data securely but does not claim ownership over user-generated content. Regarding portability:
Users can request data exports or backups.
Firm360 supports local copies of backups, as explained in its product videos.
Data is encrypted and stored securely, and users can migrate client records, documents, and billing data if needed.
This ensures firms have control over their data and can transition smoothly if they choose to scale, switch platforms, or archive records
Scaling Up / Down
Firm360 is designed to scale flexibly with your firm’s growth. Whether you're adding new users, expanding services, or downsizing, the platform accommodates changes through:
User-based pricing tiers, allow firms to pay only for active users.
Custom pricing for firms with 20+ users or specialized needs.
Modular features that can be activated or deactivated based on operational requirements.
No long-term lock-in, giving firms the freedom to adjust their subscription as needed.
Firm360’s onboarding and support teams assist with scaling transitions, ensuring that workflow templates, permissions, and client structures evolve smoothly with your firm
The terms & conditions for contract renewal and cancellation
Firm360’s Terms of Use outline the general conditions for usage, renewal, and cancellation. While specific billing cycle details (monthly or annual) are typically discussed during onboarding or in the subscription agreement, here are key points:
Renewal Terms: Contracts are generally auto-renewed unless canceled in accordance with the terms. Users are responsible for reviewing updates to the Terms of Use, which may change periodically.
Cancellation Policy: Users may discontinue use at any time, but Firm360 reserves the right to enforce cancellation terms based on the subscription type. There is no public mention of cancellation fees, but early termination of annual contracts may require notice or incur prorated charges.
Modification Rights: Firm360 may modify terms and pricing with notice, and continued use of the platform implies acceptance of updated terms.
Data Access Post-Cancellation: Users retain ownership of their data and can request exports before cancellation. Firm360 does not claim ownership of user-generated content
Compliance
Firm360 meets several industry-standard compliance certifications to ensure data security and regulatory alignment:
SOC 2 Type II Certification This is a rigorous third-party audit under the AICPA’s Service Organization Control framework. It verifies Firm360’s adherence to strict security, availability, and confidentiality protocols.
ISO 27001 Compliance via AWS Hosting Firm360 is hosted on Amazon AWS, which complies with ISO 27001, a global standard for information security management.
CSA STAR Level 1 Certification This Cloud Security Alliance certification compares Firm360’s platform against industry best practices for cloud security.
PCI DSS Compliance via Stripe All payment data is processed through Stripe’s PCI DSS-validated servers, ensuring secure handling of financial transactions.
Encryption Standards Firm360 uses AES-256 encryption for data at rest and SSL 256-bit encryption for data in transit.
Authentication & Access Control Multi-factor authentication (MFA) is enforced for internal staff and encouraged for users. Access is granted based on the principle of least privilege.
These certifications and practices position Firm360 as a secure, compliant solution for accounting firms handling sensitive financial and client data.
