Firm360 is a cloud-based practice management platform designed specifically for accounting firms. It provides an all-in-one solution that integrates project management, time tracking, billing, document management, client communication, and reporting. The platform is built to eliminate the need for multiple disconnected tools, offering a centralized system that enhances operational efficiency, client experience, and team collaboration. Firm360 is headquartered in Goldsboro, North Carolina, USA, and serves thousands of accounting professionals across the United States.
Firm360 was founded in 2019 by Brandon Gray, a CPA who experienced firsthand the challenges of managing an accounting firm using spreadsheets, email, and fragmented software. Frustrated by the lack of a unified solution, Gray partnered with a developer to build Firm360 from the ground up. Since its launch, the company has grown steadily, now supporting over 3,000 accounting professionals. Its growth has been driven by word-of-mouth referrals, strong customer retention, and a product that resonates deeply with the accounting community.
Firm360 is private equity-backed, with investment from Level Equity, a growth equity firm. While specific funding amounts and valuation figures are not publicly disclosed, the backing from Level Equity has enabled Firm360 to scale its operations, enhance its product offerings, and expand its customer success initiatives. The company remains privately held and focused on sustainable growth.
