The new features and updates below were added to Firm360 in November 2024! Click on the blue links for more details on each topic.
Proposals:
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Proposals: Firm360 now provides you the ability to create and send detailed Proposals for signature to your clients. The proposal will outline the services you will provide for accounting, auditing, tax, consulting, and/or any other services you provide for your clients, as well as the cost associated with the services.
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- Note- This is version 1.0 of proposals within Firm360; more advanced features and enhancements are coming to make this feature even more powerful and user-friendly.
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