Firm360

Reconciling two systems that should already agree with each other is one of those headaches accounting firm owners don't want to talk about, until it costs them. With two-way QuickBooks syncing, pay in either system and both close out automatically. #QuickBooksOnline #Firm360

Facing the FileCabinet CS sunset, Kopsa Otte could have patched in SharePoint. Amber Bowen says leaving Practice CS instead "is what has allowed us to grow." hubs.ly/Q04zY03_0 #CPAfirms #PracticeManagement

Practice CS, FileCabinet CS, TaxCaddy, SafeSend Returns, Ignition, and Compass. Amber Bowen of Kopsa Otte shares the six tools her firm is replacing with Firm360. hubs.ly/Q04zXWcy0 #CPAfirms #PracticeManagement

We got a few questions about why we built an MCP Server at Firm360 instead of just adding another AI chatbot. Short answer: chatbots are the easy move. They don't actually make your tools smarter, they just give you one more window to talk to. #accountingfirm #aiinaccounting

71% of firms grew revenue last year. 81% still plan to replace their software. Growth and restlessness, at the same time. We surveyed 209 firm leaders for the 2026 Firm Health & AI Readiness Report. See the full pattern: hubs.ly/Q04s6QNT0

Printed billing reports, marked up by hand with a pen. Brian Moyer of Moyer & Company on life with Thomson Reuters PracticeCS: "archaic" See why the firm moved to Firm360. hubs.ly/Q04zwcdP0 #AccountingFirms #CPA

Leaving Practice CS doesn't mean leaving UltraTax. Firm360 replaces the tools around it and integrates with UltraTax directly. Our new Switching Guide walks through the whole move: hubs.ly/Q04z98P-0 #PracticeManagement #AccountingSoftware #AccountingTech

Firms on one connected platform were 4x as likely to feel AI-ready as firms juggling disconnected tools. Integration isn't a step before your AI strategy. It is your AI strategy. hubs.ly/Q04yZh8x0 #cpafirms #accountingai

"This is kind of our home. This is where we live within." — CB Accounting's take on Firm360, after years of switching software. #AccountingTech #CustomerStory

How do we actually decide what goes into a release? Fair question. Gonzalo Cayo, Firm360's Chief Customer Officer, answered it here. For even more details, check out this blog post: hubs.ly/Q04yKylP0

Henssler CPAs & Advisers found their old Thomson Reuters software tough on new hires. With Firm360's cleaner UI, new team members are ramping up on client work much faster. Read the full case study here: hubs.ly/Q04qlc940 #Firm360 #PracticeManagement #ThomsonReuters

The vacation test: if a senior partner took two weeks off tomorrow, what would fall apart? That list is your succession backlog. hubs.ly/Q04yBj110

Onboarding a new hire used to take 3 months for CB Accounting. Now it takes 2 weeks. #AccountingFirms #Onboarding

11 months post-switch, Henssler CPAs & Advisers still has weekly check-ins with their Firm360 rep. Response time: 15–30 min. Mid-tax-season issue? Fixed in 5. "You're never on your own." Full case study here: hubs.ly/Q04qkX-z0 #practicemanagement #accountingtech

87% of Firm360 firms say their margins are healthier than they were two years ago. Margins don't improve by accident. See what's behind the number. Get Firm360's Firm Health & AI Readiness Report here: hubs.ly/Q04s6SLd0

The extension gets filed. The payment doesn't. Firms find out when a notice shows up in July. Here's the 4-stage workflow that catches it before then. hubs.ly/Q04wfzPx0 #cpafirms #taxworkflow

The return is done. The client still hasn't signed. The fix usually isn't another reminder, it's a phone call. A cadence with one human touchpoint at day 10 gets more signed 8879s back than automation alone. #cpafirms #taxworkflow hubs.ly/Q04wfCx10

"We had to create separate templates in Adobe... manually. This is crazy." Henriette Nielsen on how Henssler CPAs & Advisers used to handle engagement letters. Now it's automated in Firm360 — 350+ processed in under 6 weeks. Read the full case study here: hubs.ly/Q04qkGPW0

We don't have to automatically download... it's saved us so much time." CB Accounting's before-and-after with Firm360. #AccountingSoftware #PracticeManagement

The third reminder email is the tell: you've stopped preparing the return and started managing a client who's gone quiet. Here's the cadence that fixes it. hubs.ly/Q04txMw80 #cpafirms #taxworkflow