Firm360

Free Up Time to Grow Your Accounting Practice. One platform. Everything you need to get the job done!

[Firm360 @firm360]

The #1 security issue at most accounting firms? Emailing client documents. It's unencrypted, easy to intercept, and leaves no audit trail. Move it to the portal. https://t.co/m3EVGIdYEi

#cpafirms #practicemanagement

[Firm360 @firm360]

Most software rollouts fail before they start. Standardize your workflows first, configure second. Our 30/60/90 day plan for accounting firms: https://t.co/Wh27nPMP1D #cpafirms #practicemanagement

[Firm360 @firm360]

65–75% of tech rollouts fail — not because of the software, but because of the rollout.

Join us on June 5 for a webinar on what actually drives technology adoption inside accounting firms.

Hosted by @CPAacademy · 1 CPE credit

Register → https://t.co/PFbxew4IZU

[Firm360 @firm360]

Most CPA firms lose revenue in the same 3 places: scope creep, staff inefficiency, and uncaptured time. One fix ties all three together: accurate, consistent time tracking. Full breakdown: https://t.co/dYvEmNz5uN?
#cpafirms #practicemanagement

[Firm360 @firm360]

Most CPA firms have a client portal. Most clients still email documents anyway. The problem is the rollout, not the software.

Here's a step-by-step adoption playbook: https://t.co/xmB7bPAPN3

#cpafirms #practicemanagement

[Firm360 @firm360]

Accounting firm owners rarely say, “We need new software.”

They say:
We need fewer handoffs.
We need less chaos.
We need our time back.

The goal isn’t new software. It’s getting your day back.

#accountingfirms #Firm360

[Firm360 @firm360]

If you can't answer "what's our realization rate right now?" your business plan isn't doing its job. Free guide + template + ROI calculator: https://t.co/IR4JAirU9o

#cpafirms #practicemanagement

[Firm360 @firm360]

Accounting firms lose 1.8 hrs/day per person searching for documents.

A defined process fixes that. Here's how to build one for your firm.
https://t.co/NlYNDAUSbX

#cpafirms #practicemanagement

[Firm360 @firm360]

Automation doesn’t fix broken workflows.

It just makes them fail faster.

Standardize first. Then automate.

Step-by-step tax workflow guide + expert input:
https://t.co/AOW7Q0sTHQ

#accountingpracticemanagement #accountingworkflows #cpa #accounting

[Firm360 @firm360]

Tax season showed you exactly where your systems are breaking. Before that fades, use it.

Our Practice Management Software Evaluation Checklist helps you know what to fix before your next demo.

Get it here (no form!):
https://t.co/Dv5S1xzhSm

#cpafirms #practicemanagement

[Firm360 @firm360]

Tax season bottlenecks aren’t random.

They come from:
• Missing docs
• Manual follow-ups
• Poor visibility

Fix the workflow → fix the chaos.

New guide featuring @JoshStats, Partner at Foresight CPA Group:

https://t.co/dLgGQ3k3IZ

[Firm360 @firm360]

Clear visibility leads to quicker, more confident decisions.

It’s one of the biggest advantages firm leaders can have as they grow.

#accountingfirms

[Firm360 @firm360]

Firm360’s co-founder isn’t just building software — he’s a CPA who’s lived it.

Here’s when things start to break:
→ Spreadsheets fail
→ Communication slips
→ Deadlines get missed

The turning point? ~5 staff.

Read the guide 👇
https://t.co/C5KiNwm426

#CPA #Accounting

[Firm360 @firm360]

If you automate one thing this tax season, make it this:

👉 Document requests + reminders

Biggest ROI. Fastest win.

Full workflow breakdown w/ insights from a fellow CPA. https://t.co/XtUp2ugFfN

[Firm360 @firm360]

Most accounting firm leaders are working hard.

But without real-time visibility into projects and capacity, decisions become guesswork.

Visibility shifts leaders from reactive to proactive. And that shift changes everything.

#accountingfirms #Firm360

[Firm360 @firm360]

If this sounds familiar, it’s not your team, it’s your systems.

Deadlines in spreadsheets
Docs scattered everywhere
Billing delays from inconsistent time tracking

Signs you’ve outgrown your setup.

What to do next 👇
https://t.co/tjFiEezhxc

#accounting #cpafirms

[Firm360 @firm360]

Firm360's CCO, Gonzalo Cayo, leads with the belief that trust, honesty, and shared accountability are essential to long-term success. When firms succeed, we succeed alongside them.

That philosophy shapes how our Customer Success team shows up for customers.

#firm360 #leadership

[Firm360 @firm360]

Many accounting firms built their operations around systems chosen 10+ years ago.

They worked.

But the environment has changed:

• Talent shortages
• Remote teams
• Rising client expectations

Modernization isn’t chaos.
It’s building stability that scales.

#Accounting #CPA

[Firm360 @firm360]

Welcome Sander Altman to Firm360 as our new Senior Software Engineer!

With a master’s in computer science focused on AI, Sander brings strong technical depth, leadership, and fresh perspective. He thinks beyond tickets — always focused on the accountants and firms we serve.

[Firm360 @firm360]

Our CEO, Patrick O’Neill, often reminds us that technology should strengthen relationships, not replace them.

That belief shapes how we build Firm360 and how we support accounting firms that want efficiency without losing the personal connection their clients value.