Firm360

Employees

1-10

Funding

Growth

AI Classification

SaaSSales-Led

Firm360 is a cloud-based, all-in-one practice management SaaS platform built exclusively for small-to-mid-size accounting and CPA firms, consolidating project management, time tracking, billing, document management, client portal, and e-signatures into a single per-seat subscription product. Founded in 2019 and backed by Level Equity, the platform serves over 3,000 accounting professionals at approximately $45/user/month.

Deep Intelligence

Buying Signals

June 2025 brand refresh — new logo, updated color palette, redesigned website and product UI — framed by CEO as a growth phase signal toward automation and operational visibility
Institutional funding from Level Equity secured, indicating external capital deployed for scale-up
Customer base growth to 3,000+ accounting professionals, with case studies showing rapid client count scaling (e.g., Kevin Minkoff CPA grew from 350 to 500 clients without adding admin staff)
Case studies demonstrate measurable customer ROI: 66% billing time reduction, 50% faster receivables collection, 25% productivity gains, and 200 hours saved weekly across customer base
Team headcount variability (12–17 employees reported across sources) suggests active hiring and organizational growth

Account Scoring

Tier BMedium Churn RiskProduct Launch

Pain Signals

Acknowledged weaker email integration and internal collaboration features compared to competitors like Karbon, which may create competitive displacement risk from better-integrated rivals
Small team size (~11–50 employees) relative to competitor scale limits R&D velocity and support capacity, a risk flagged indirectly in customer evaluations mentioning support response times
Technology stack includes legacy indicators (RawGit, JotForm) alongside modern cloud infrastructure, suggesting potential technical debt in parts of the product