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Firm360

Run the whole practice on one screen

Engagements from proposal to fee bill, standard task programmes per service line, deadlines and recurring returns created ahead of their due dates, weekly timesheets with approvals, WIP billing with write-downs, partner fee share and the reports a managing partner asks for.

Engagements and deadlinesTimesheets and WIP billingUtilisation and profitability

Who it is for

Chartered-accountant firms, tax practitioners, corporate-services and advisory firms.

What is in the box

Firm360 Practice ManagementPartner Fee ShareAccounting
On screen

See Firm360 at work

Real screens from the product demo. Use the arrows or the thumbnails.

What it does

Every desk, covered

Engagements with a programme

Audit, tax, bookkeeping or advisory: each engagement carries its budget, instalments, a standard task list and a next-step banner.

Deadlines and recurring services

A calendar of due dates; monthly and annual returns are created ahead of time so nothing is missed.

Timesheets that get approved

A weekly grid per staff member, lines by client or task, approvals that approve or send back.

Bill the client from WIP

Fee from unbilled WIP with the write-down shown, professional fee, PRA / sales tax and disbursements on one bill.

Partner view

Unbilled WIP by partner, originating-partner fee share, profitability by service line, WIP ageing, timesheet compliance.

Trainees

Practical-experience record for ICAP trainees, staff grades with charge-out and cost rates, new staff logins in one go.

Firm360 brochure

Firm360 brochure

PDF product brochure: the suite at a glance, every desk, every screen.

Download PDF

Want Firm360 on your own data?

A one-hour walk-through on a practice database with your products, your taxes and your desks. No obligation.