Remindoo vs Firm360
Choosing the right practice management software can make a significant difference to how efficiently your accounting firm operates. From managing client work and recurring deadlines to handling proposals, workflows, emails, and compliance, the right platform helps your team stay organised while reducing manual effort.
Firm360 is a popular practice management solution, particularly among US accounting firms. It combines project management, billing, document management, and client communication into one platform. However, UK firms often require additional capabilities such as HMRC integration, Companies House sync, AML management, and unlimited users, which may require looking at other solutions.
Remindoo is purpose-built for UK accountants and bookkeepers. It combines practice management, CRM, proposals, workflow automation, compliance tools, lead management, and client communication in a single platform designed specifically for modern accounting firms.
If you are comparing Remindoo vs Firm360, this guide will help you understand which solution offers the best value for your practice.
Why Are Accounting Firms Looking for a Firm360 Alternative?
Firm360 offers solid project management, document management, billing, and client collaboration. It works well for firms operating primarily in the United States.
However, many UK accounting firms require much more than project management. They need integrated compliance, lead management, automated recurring services, proposal generation, Companies House integration, HMRC support, and client onboarding without relying on multiple systems.
Remindoo combines all of these capabilities into one platform. Firms can manage clients, automate recurring work, track leads, generate proposals, monitor team workloads, and prepare for future integrations without purchasing multiple products.
Remindoo vs Firm360 Feature Comparison
Below are the updated features of Remindoo and Firm360, as of July 2026.
Task Management
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Features
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Remindoo
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Firm360
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Quick Task Creation
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Detailed Task Creation
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Recurring Task
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Subtasks & Checklists
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Comments & Discussions
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@Mentions
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Internal & External Deadlines
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Time Recording
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Task Timeline
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Bulk Actions
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Custom Task Views
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Workflow Stages
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Global Search
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Strong Filters
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Snooze Tasks
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Client Management
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Features
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Remindoo
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Firm360
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Centralised Client CRM
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Client Notes
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Client Timeline
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Client Portal
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Client Onboarding
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Branded Client Portal
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Coming Soon
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Clients Self Onboard
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Companies House Sync
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Manual AML Records
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Risk Assessments
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Multiple Contacts
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Bulk Client Management
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Email Integration
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Client Fees & Hours
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Capacity Planning
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Bulk Newsletter
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Automated AML Checks
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Client Tags
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Digital AML
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Dashboard & Reporting
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Features
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Remindoo
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Firm360
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Dashboard Visibility
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Workload Dashboard
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Team Performance Reporting
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Revenue Overview
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Upcoming Deadlines
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Client Movement Dashboard
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Client Growth Trends
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Employee Reporting
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Conversion Insights
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Lead Management
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Features
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Remindoo
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Firm360
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Leads Module
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Lead Capture Forms
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Visual Pipeline
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Custom Lead Statuses
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Convert Lead to Client
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Lead Source Tracking
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Lead Notes
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Round Robin Assignment
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Services & Workflow
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Features
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Remindoo
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Firm360
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Unlimited Services
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Workflow Automation
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Custom Fields
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Partial
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Estimated Time Allocation
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Trigger Date Linkage
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Frequency Options
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Internal & External Services
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Partial
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Intelligent Deadline Automation
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Team Collaboration
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Features
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Remindoo
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Firm360
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Teams & Assignment
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Unlimited Users
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Role-Based Permissions
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Core Values
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Email & Communication
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Features
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Remindoo
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Firm360
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Email Integration
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Email Triage
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Partial
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Save Emails to Client
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Send from Own Domain
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Partial
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Automated Email Reminders
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Dynamic Email Tokens
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Partial
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Bulk Client Messaging
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Partial
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Secure Client Chat
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Partial
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SMS Notifications
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In System Notifications
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Email Templates
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Proposal & Engagement Management
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Features
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Remindoo
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Firm360
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Proposal Templates
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Branded Proposals
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eSignatures
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Letter of Disengagement
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Professional Clearance Letters
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Conditional Pricing
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Pricing Calculator
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Proposal to Client Conversion
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Product & Service Catalogue
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Add Prices to Catalogue
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Letter of Engagement
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Integrations & Compliance
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Features
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Remindoo
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Firm360
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Companies House
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HMRC Integration
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Xero Integration
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Coming Soon
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QuickBooks Integration
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Coming Soon
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FreeAgent Integration
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Coming Soon
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Calendar Booking
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Coming Soon
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Payments
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Coming Soon
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Zapier
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Coming Soon
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Premium Only
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IRS Tax Software
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Cyber Essentials / SOC 2
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Coming Soon
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Adfin
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Coming Soon
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TaxCalc
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Coming Soon
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Crezco
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Coming Soon
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RQ
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Coming Soon
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GoCardless
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Coming Soon
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Partial
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GDPR & UK Data Hosting
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How Does Remindoo Help UK Accounting Firms Grow?
As firms grow, managing clients through spreadsheets and disconnected software becomes increasingly difficult. Teams spend more time switching between systems than completing client work.
Remindoo centralises every stage of the client journey. From the first enquiry to proposal creation, onboarding, recurring services, client communication, and reporting, everything is managed in one place. This reduces manual work and improves visibility across the firm.
Modern accounting firms also need software that can scale. Remindoo includes unlimited users, flexible workflows, team collaboration, and automation features that support firms as they expand without increasing software complexity.
Is Firm360 the Right Choice for UK Accountants?
Firm360 is primarily designed for the US accounting market. It integrates well with American tax software and offers project management, billing, and document management features.
For UK firms, the requirements are different. Companies House, HMRC integration, AML processes, GDPR hosting, proposal management, lead tracking, and recurring compliance work are often essential parts of daily operations.
Remindoo has been built with these needs in mind. It gives accountants a platform tailored to UK practice management while continuing to add integrations that firms expect from modern accounting software.
Remindoo vs Firm360 Pricing
Pricing is one of the major differences between the two platforms. Remindoo follows a per-client pricing model, while Firm360 charges per user.
Most popular
Remindoo
From
/per month, per client
Essential practice management tools with client management, workflows, tasks, proposals, lead tracking, analytics, and team collaboration.
Advanced features including email triage, inbox management, enhanced client portal, and deeper analytics for growing firms.
Firm360
From: $49 per user, per month (billed annually)
Basic Plan: $49/month
Designed for small accounting firms. Includes client management, document management, secure client portal, time tracking and billing, basic reporting, payment collection, and standard support.
Standard Plan: $79/month
Everything in the Basic plan, plus project management, automated A/R collections, advanced reporting, custom fields, standard integrations, onboarding, and one eSignature licence.
Premium Plan: $99/month
Everything in the Standard plan, plus unlimited eSignature licences, Zapier integrations, premium onboarding and training, a dedicated customer success manager, and priority email and phone support.
Why Choose Remindoo Over Firm360?
Firm360 is a capable practice management platform for US firms. However, Remindoo is built specifically for UK accountants who need much more than project management. It combines practice management, compliance, CRM, workflow automation, proposals, and lead management into one modern platform.
Built Specifically for UK Accountants
Remindoo is designed around the daily workflow of UK accounting firms. It supports Companies House, HMRC, Digital AML, recurring compliance work, and UK-specific processes that Firm360 does not provide.
Unlimited Users for Growing Firms
Remindoo uses a per-client pricing model rather than charging for every team member. As your firm grows, you can add staff without increasing software costs for each new employee.
Workflow Automation That Saves Time
Automate recurring services, assign work automatically, trigger deadlines, send reminders, and monitor progress through intelligent workflows. This reduces manual administration and helps teams stay ahead of deadlines.
One Platform Instead of Multiple Tools
With Remindoo, you can manage leads, clients, workflows, proposals, tasks, reporting, CRM, compliance, and team collaboration from one system. There is no need to purchase separate applications for sales, onboarding, or AML.
Complete Lead to Client Journey
Unlike Firm360, Remindoo includes a dedicated lead management module. Capture enquiries, manage opportunities, send proposals, collect eSignatures, and convert prospects into clients without leaving the platform.
Built for the Future of Modern Accounting Firms
Remindoo continues to expand with new integrations and automation features. Upcoming connections with Xero, QuickBooks, FreeAgent, payment platforms, and scheduling tools ensure firms have a future-ready practice management platform.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Transform Your Accounting Practice with Remindoo
Manage clients, deadlines, recurring work, and team workflows from one place. Remindoo helps accounting firms save time, improve visibility, and never miss a deadline.
FAQs about Remindoo vs Firm360
Yes. Remindoo is a complete practice management platform built specifically for UK accountants and bookkeepers. It combines CRM, workflow automation, client management, proposals, compliance, reporting, and lead management on a single platform, making it a strong alternative to Firm360.
Firm360 is primarily designed for accounting firms in the United States. It offers project management, billing, document management, and client communication features, but it does not include several UK-specific capabilities that accounting firms commonly require.
Remindoo offers better long-term value with its per-client pricing model and unlimited users. Firm360 charges on a monthly subscription model, which can become more expensive as firms scale.
Yes. Remindoo includes recurring workflows, automated deadlines, intelligent task scheduling, workflow templates, service automation, and trigger date management to reduce manual work.
No. Firm360 does not provide a complete lead management system. Remindoo includes lead capture forms, a visual sales pipeline, lead tracking, proposal generation, and lead-to-client conversion.
Remindoo provides UK-focused compliance tools including Digital AML, client risk assessments, Companies House support, HMRC integration (coming soon), and GDPR-compliant UK data hosting. Firm360 focuses primarily on US accounting firms.
Yes. Both platforms include document management and secure client portals. However, Remindoo also connects documents to workflows, client records, proposals, and automated processes within a single platform.
Yes. If you're moving from Firm360, the Remindoo team can help migrate your clients, workflows, and practice management data to ensure a smooth transition.
Yes. You can request a personalised demo to explore Remindoo features and see how it fits your firm's workflow before making a decision.
Visit the Remindoo website to explore feature pages, pricing, comparison guides, and resources designed specifically for UK accounting firms. You can also book a live demo with the team to see the platform in action.
If your firm operates in the UK and needs an all-in-one platform with CRM, compliance, workflow automation, proposals, client management, and unlimited users, Remindoo is the more comprehensive choice. If you are a US-based firm primarily seeking project management and billing, Firm360 may meet your requirements.