Firm360 is gaining traction as an all-in-one practice management platform for small to medium accounting firms. It offers task tracking, document management, and reporting at a competitive price—usually around $45/user/month. But like any tool, it’s not one-size-fits-all. Some firms find Firm360’s feature set too narrow, its integrations too limited, or its workflows too rigid for their specific needs.
If you’re looking for Firm360 alternatives in 2025, you’re in the right place. We’ve rounded up 10 solid options that give you more flexibility, stronger automation, or better client-facing tools, depending on what your firm needs.
Why Look for Alternatives to Firm360?
While Firm360 works well for many, you might be considering alternatives if:
- You need stronger integrations (e.g., Xero, QuickBooks Online, Zapier).
- You want more advanced automation or custom workflows.
- You’re looking for a lighter or cheaper tool for a very small team.
- You prefer a platform with stronger client collaboration features like e-signatures or no-login uploads.
1. Tidyflow
Tidyflow is a lean, client-friendly alternative focused on simplicity. It offers workflows, client portals, e-signatures, file sharing, and task templates—without the bloat. While it doesn’t have built-in billing, it integrates well with external systems.
- Best For: Small to medium firms prioritizing client tasks and file management.
- Key Features: Unified internal + client tasks, e-signatures, secure uploads, reminders.
- Why It Beats Firm360: Faster onboarding, simpler UX, and no demo wall.
2. Karbon
Karbon is a more robust practice management platform with deep email integration and workflow automation. It’s pricier than Firm360 but offers stronger collaboration tools for larger teams.
- Best For: Mid-sized firms (5+ users) wanting deep task + email integration.
- Key Features: Email sync, task automation, time tracking.
- Downside: High cost and steeper learning curve.
3. TaxDome
TaxDome combines practice management with a client portal, document storage, and e-signatures, all for a flat monthly price. It’s a popular choice for tax-focused firms.
- Best For: Tax practices or small accounting teams.
- Key Features: Client portal, document management, task automation.
- Downside: Reporting and analytics are basic.
4. Canopy
Canopy offers modular practice management, letting firms pay only for what they need—workflow, document management, billing, or CRM. It’s more customizable than Firm360 but can get pricey.
- Best For: Firms needing a tailored mix of modules.
- Key Features: Client portal, CRM, billing, document workflows.
- Downside: Modular pricing adds up fast.
5. Pixie
Pixie is a lightweight alternative designed for small firms. It handles task management, client collaboration, and time tracking in an easy-to-use, affordable package.
- Best For: Small firms (1–10 users) seeking simplicity.
- Key Features: Task tracking, client requests, basic automation.
- Downside: Less suited for larger teams or complex workflows.
6. Financial Cents
Financial Cents offers an affordable blend of task management, client tracking, and reporting. It’s simpler than Firm360 but works well for teams wanting clear visibility.
- Best For: Small to medium firms needing workflow clarity.
- Key Features: Task management, reporting, client management.
- Downside: Limited client-facing tools compared to competitors.
7. Jetpack Workflow
Jetpack Workflow focuses on keeping small firms organized with recurring tasks and deadline tracking. It’s affordable but lacks a built-in client portal.
- Best For: Solo CPAs or small teams (1–5 users).
- Key Features: Task automation, recurring workflows, deadline alerts.
- Downside: No client portal or document storage.
8. Accelo
Accelo is a service business platform that combines project management, billing, CRM, and time tracking. It’s more robust than Firm360 but also more complex.
- Best For: Firms needing integrated CRM + billing + project tools.
- Key Features: Client tracking, time logging, invoicing.
- Downside: Higher cost and setup time.
9. Asana (Customized for Accounting)
Asana isn’t built for accountants, but tech-savvy firms can customize it for practice management. It’s highly affordable and flexible but lacks native accounting integrations.
- Best For: DIY teams happy to build custom workflows.
- Key Features: Task boards, automations, integrations.
- Downside: No built-in accounting features or client tools.
10. Monday.com (Adapted for Accounting)
Monday.com is another general project management tool that can be tailored for accounting workflows. It’s affordable, visual, and highly flexible, but you’ll need to do some setup.
- Best For: Firms comfortable adapting a general tool.
- Key Features: Visual task boards, automations, integrations.
- Downside: No native accounting features or billing.
What to Consider When Choosing a Firm360 Alternative
When evaluating alternatives, think about:
- Team Size: Small teams might do fine with Jetpack or Pixie, while larger firms may want Karbon or Canopy.
- Feature Needs: Do you need stronger billing, CRM, or automation?
- Budget: Firm360 is competitively priced—make sure switching doesn’t blow up your costs.
- Client Collaboration: If client-facing tools matter, prioritize platforms with solid portals, file sharing, and e-signatures.
Ready to Move Beyond Firm360?
Firm360 works well for many firms, but it’s not the only choice in 2025. Whether you want something simpler, more affordable, or more customizable, these 10 alternatives give you plenty of room to explore.
For firms wanting a simple, client-focused platform, Tidyflow is a great option to consider. You can sign up directly—no demo wall, no fuss. Your next workflow upgrade might be closer than you think!