Firm360 Pricing: Worth It or Consider Uku? (June 2026)

If you’ve tried to navigate Firm360’s three-tier pricing, you know the problem. Basic at $49/user/month leaves out project management. Standard at $79 unlocks it but requires three users. E-signatures cost extra on the entry plan. Accounting practice management pricing forces you to choose between paying for the features you need today and the ones you’ll need next quarter.

Firm360 has earned a solid reputation as an all-in-one platform designed by a practicing CPA who got tired of juggling five disconnected systems. It consolidates projects, billing, documents, and client communication into one place, backed by 100% US-based support and recognition from all three Gartner Digital Markets brands in 2024. But as firms weigh whether Firm360’s per-user pricing delivers the right value for their size and workflow, the tier restrictions, feature gates, and annual billing commitment deserve a close look.

We’ve analyzed Firm360’s pricing tiers, feature gates, and hidden costs. It’s the right choice if:

• You’re a US-based CPA firm that needs integrations with UltraTax, Lacerte, and QuickBooks Online
• You want a platform built by a practicing accountant who understood the pain firsthand
• Your firm runs multiple service lines (tax, audit, advisory) that need configurable workflows
• You value US-based phone support and a dedicated Customer Success Manager
• You’re comfortable committing to annual billing for an all-in-one system

Firm360’s pricing is not a good fit if:

• You want a free trial to test the platform before committing
• Your firm operates across multiple countries and needs multilingual support
• You prefer monthly billing without being locked into an annual contract
• You need built-in workforce management, client budgeting, or capacity planning tools
• You want all core features available from the entry-level plan

In that case, consider Uku: an accounting practice management platform with a 14-day free trial of the full Elite plan (no credit card required), a Solo plan from $19/member/month for sole practitioners, monthly or annual billing, and support for 12 languages. It fits firms that want to try before they buy and scale without hitting feature gates at every tier. If you’d rather jump straight to the numbers, here’s the full Uku pricing breakdown.

Firm360 Pricing Summary

Uku bills monthly or annually, with annual saving roughly 23%. Firm360 publishes annual pricing only.

Firm360 Pricing: In-Depth Overview

Firm360 uses a per-seat, subscription-based pricing model billed annually, with three published tiers for teams up to 19 users and custom pricing for larger firms. The company calls this “Transparent, All-In Pricing,” though project management, advanced reporting, and integrations are gated behind the Standard tier. Here’s what you actually get at each price point.

Firm360 Basic Plan: $49/user/month (billed annually)

The Basic plan is the only tier with no user minimum, making it accessible to solo practitioners. It includes client management, document management, a secure client portal, time tracking, billing, payment collection (credit card and ACH), and basic reporting. Video-based training is included for onboarding.

The exclusions define this tier: no project management, no advanced reporting, no automated A/R collections, no custom fields, and no integrations with QuickBooks Online, UltraTax, or Lacerte. E-signature carries an extra fee beyond the subscription cost.

👉 The bottom line: Basic works for small firms that need document storage, time tracking, and client billing. But without project management and integrations, it’s a limited starting point for any firm managing multiple engagements.

Firm360 Standard Plan: $79/user/month (billed annually)

The Standard plan is marked “Most Popular” and is the first tier where Firm360 functions as a real practice management platform. Project management with workflow templates, automated status transitions, and recurring projects opens the operational core of the product. Advanced reporting adds realization tracking, staff utilization, workload distribution, and A/R aging views. Automated A/R collections handle overdue invoice follow-up without staff intervention.

The 3-user minimum means a firm pays at least $237/month ($2,844/year) to reach this tier. One e-signature license is bundled, which may not be enough for firms where multiple team members send documents for client signatures.

👉 The bottom line: Standard is where Firm360 delivers on its promise as an all-in-one platform. For firms with 3 or more team members managing multiple client engagements, this is the realistic starting point — though the jump from Basic is steep at $30 more per user per month.

Firm360 Premium Plan: $99/user/month (billed annually)

The Premium plan adds three upgrades worth noting: unlimited e-signature licenses (removing the one-license cap of Standard), Zapier integration for connecting Firm360 to thousands of third-party applications, and premium support with phone access and a dedicated Customer Success Manager.

At $99/user/month with a 3-user minimum, the floor cost is $297/month ($3,564/year). For a 10-person firm, the annual commitment reaches $11,880. Premium is the only way to get phone support or a dedicated CSM.

👉 The bottom line: Premium makes sense for firms that rely on e-signatures across multiple staff and need Zapier for custom workflow automation. The dedicated CSM and phone support add value for firms that want hands-on guidance.

Firm360 Custom Pricing: 20+ Users

For firms with 20 or more users, Firm360 offers custom pricing on request. The featured case study, CRS CPAs, is a 50-person Tennessee firm with five offices that reports saving roughly 200 hours per week after consolidating from Practice CS, GoFileRoom, ShareFile, FirmFlow, and spreadsheets. This shows Firm360 can serve firms well beyond its published tier structure, though pricing and terms require direct negotiation.

Firm360 Additional Costs and Considerations

Beyond base subscriptions, several costs deserve attention:

• E-signature fees: Basic plan charges an extra fee (specific cost not published); Standard bundles 1 license; Premium includes unlimited. Knowledge-Based Authentication (KBA) is free on all plans that include e-signature.
• Payment processing: Processed through Stripe at 2.9% + $0.30 per card transaction and 0.8% capped at $5 per ACH transaction. No additional transaction fees from Firm360 beyond Stripe’s standard rates.
• Billing terms: All published prices are annual billing only; no monthly option is listed. Sales tax may be added. Cancellation takes effect at the end of the current paid term; no mid-cycle refund is implied.
• Onboarding: Standard and Premium include training and onboarding. Most firms go live after four focused training sessions, and implementation typically takes 6–8 weeks.

Where Firm360 Falls Short

Firm360 delivers a cohesive platform for US-based CPA firms, but its pricing structure and feature gates create problems for firms that want flexibility and immediate access to core tools:

1. Core features locked behind Standard. Project management — the backbone of practice operations — is excluded from the $49/user Basic plan. Advanced reporting, automated A/R collections, custom fields, and integrations all require Standard ($79/user). The Basic plan functions more as a billing and document tool than a practice management platform.
2. No free trial or free plan. The entry point is a demo request, requiring a sales conversation before evaluation. Firms must commit to annual billing without first testing the platform with their own data and workflows.
3. Annual billing with no published monthly option. All three tiers are priced on annual billing only. This requires an upfront commitment of $588 to $1,188 per user per year before experiencing the product in production.
4. Limited international and multilingual support. All documented case studies are US-based, integrations target US tax software (UltraTax, Lacerte), and there is no multilingual interface for firms operating across countries or serving non-English-speaking clients.

These limitations have led many accounting firms to explore alternatives that offer lower entry barriers and broader feature access from the first paid tier.

Best Firm360 Alternative: Uku

Uku takes a different approach to practice management pricing: include core features from the first paid tier, offer an affordable Solo plan for sole practitioners, and let firms try the full platform before committing.

For firms that find Firm360’s feature gates, annual-only billing, and lack of a free trial limiting, Uku offers a Solo plan from $19/member/month for sole practitioners, a 14-day free trial of the full Elite plan (no credit card required), monthly or annual billing flexibility, and workflow automations, billing, and a client portal included from the first paid plan.

Founded in Estonia by two lifelong friends, Rain Allikvee and Jaanus Lang — Uku’s Co-founders — the platform was built as an alternative to the clunky, impractical tools available to accounting firms. It now serves firms across Europe and beyond, with clients including Leinonen Group, Baker Tilly, and Rödl & Partner, and holds G2 Best Usability and Capterra Best Value awards for 2025. Uku is the single source of truth for who’s doing what across your team — so deadlines are met and nothing slips.

Uku fits firms that want to test before buying, practices operating in multiple languages or countries, and any accounting team that believes project management and workflow automation should not be a premium upgrade.

Uku Solo Plan: $19/member/month (annual) or $25/member/month (monthly)

Uku’s Solo plan is built for sole-practitioner bookkeepers and accountants managing up to 20 active clients. At $19/member/month on annual billing (save ~23%) or $25/member/month monthly, Solo is a complete one-person tool, not a stripped-down preview. It includes billing, a shared client portal, document management, all accounting integrations, e-signatures, AML compliance, budgets, and custom fields. Pricing is also available in EUR and GBP, with VAT added on top. Every new account starts with a 14-day free trial of the full Elite plan.

👉 The bottom line: Solo gives sole practitioners a complete practice management tool at the lowest per-member price in Uku’s lineup, with monthly billing flexibility that Firm360 does not offer at any tier.

Uku Team Plan: $38/member/month (annual) or $49/member/month (monthly)

The Team plan matches Firm360’s Basic at $49/member/month on monthly billing but includes far more: workflow automations, automated billing, a client portal with magic-link access, email management, projects, AML compliance tools, custom fields, and integrations. On annual billing the price drops to $38/member/month, undercutting Firm360’s Basic by $11/user while including features that Firm360 reserves for Standard ($79/user).

👉 The bottom line: Team delivers the core practice management features that Firm360 gates behind its $79/user Standard tier, at a lower price with monthly billing flexibility.

Sandgrav Solutions

Sandgrav Solutions sped up work with accounting task management systems

Danish accounting firm Sandgrav Solutions replaced Excel and Outlook with Uku, gaining automatic reminders, structured workflows, and saving 20% of task management time.

20%Time saved on task management

1 weekFrom signup to full team adoption

16Team members on one platform

Read case study

Uku Elite Plan: $48/member/month (annual) or $62/member/month (monthly)

The Elite plan is marked “Most Popular” and adds the features power users need: cloud storage integrations (Google Drive, Dropbox, SharePoint), workforce management, client budgeting with real-time budget alerts, document management, an open API, and Zapier for connecting 5,000+ apps. E-signatures are also included. At $48/member/month on annual billing, it costs less than Firm360’s Standard ($79/user) while including features Firm360 reserves for Premium ($99/user), such as Zapier.

👉 The bottom line: Elite covers the feature breadth of Firm360’s Premium tier at roughly half the annual cost, making it a strong value for firms that want full-featured practice management without $99/user pricing.

UAB JA&CH Konsultacijos

JA&CH Konsultacijos raised 20% their billable hours with Uku

Time tracking alone grew their billable hours by 10-20% and reduced the time spent on invoicing customers from a full workday to 1-2 hours.

5 yearsUsing Uku

6Employees onboarded

Read case study

Uku Enterprise Plan: $88/member/month (annual) or $99/member/month (monthly)

The Enterprise plan adds custom integrations, a tailored team workshop, early access to new features, and a dedicated account manager. Assisted client import is available across all plans, and the pay-by-invoice option addresses procurement requirements at larger organizations. Leinonen Group, a firm with roughly 300 employees across 11 countries, shows that Uku can handle enterprise-scale deployments.

Leinonen Estonia

Leinonen Estonia escaped Excel and simplified accounting tasks

International accounting firm Leinonen replaced Excel and legacy software with Uku, cutting invoice preparation from 6 hours to 2 and standardising processes across 300 employees.

67%Less time preparing invoices

300Employees across 11 countries

6→2hInvoice prep time per client

Read case study

Uku Onboarding Packages

Uku offers optional paid onboarding for firms that want structured setup assistance:

All new accounts receive 90 minutes of free onboarding. Additional professional services include process consulting at $85/hour and team training sessions at $400 per session.

Firm360 Feature Value Breakdown (vs Uku)

Feature accessibility and pricing philosophy

Firm360 splits its product into three tiers where the entry plan ($49/user) excludes project management, advanced reporting, integrations, and automated A/R collections. To access what most firms consider core practice management functionality, you need Standard at $79/user/month.

Uku’s Team tier ($49/user monthly, $38 annual) includes workflow automations, billing, a client portal, email management, projects, AML compliance, and custom fields. The feature gap between Uku’s entry tier and Firm360’s mid-tier Standard is small, while Uku’s price is lower.

🟡 Value verdict: Uku is better for firms that want core features from day one without paying $79/user. Firm360’s tiered approach may suit firms that only need billing and document storage at the entry level.

Trial and evaluation experience

Firm360 does not publish a free trial or free plan; the entry point is a demo request, so prospective customers must schedule a sales conversation. All plans require annual billing, making the minimum commitment $588/year for a single Basic user or $2,844/year for a three-person Standard team.

Every new Uku account starts with a 14-day free trial of the full Elite plan with no credit card required. After the trial, sole practitioners can continue on the Solo plan from $19/member/month, while teams start from $38/member/month annually. Monthly billing is available on all paid plans, so a three-person team can start at $147/month with no annual lock-in.

🟡 Value verdict: Uku is better for firms that want to evaluate before committing. A no-credit-card trial, affordable entry pricing, and monthly billing flexibility remove the financial risk that Firm360’s demo-and-annual-commit model creates.

Billing and invoicing capabilities

Firm360 includes time tracking and billing on all plans, with multi-location timers for accountants working across multiple screens. The billing module supports hourly, flat-fee, value-based, project-based, and hybrid models. Automated A/R collections require Standard ($79/user). Invoice customization, bulk processing, and online payment collection via Stripe are available across tiers.

Uku’s billing engine auto-generates invoice drafts from tracked time with no manual reconstruction. Each client can have multiple active contracts with different billing types (hourly, fixed, per-piece, or combined). Pricing rules include cumulative tier pricing, minimum time requirements, and rounding rules. Automated debt reminders handle overdue follow-up, and Client Budgeting (Elite tier) sets budget ceilings by contract, project, or topic with real-time alerts before the budget runs out.

🟡 Value verdict: Both platforms handle the time-to-invoice pipeline well. Firm360 edges ahead on deferred billing and WIP management. Uku edges ahead on contract flexibility (multiple billing types per client) and proactive budget alerts. The choice depends on whether your firm’s pain is holdback management (Firm360) or scope-creep detection (Uku).

Client portal and client experience

Firm360’s client portal is included on all plans. Clients upload documents, sign electronically, message staff, and pay invoices from one branded interface. A no-login document upload link reduces friction for less tech-savvy clients, and document checklists map to project workflows so client submissions automatically advance internal stages.

Uku’s client portal uses a magic-link model where clients access the portal through a time-limited email link with no password required. The portal can be branded with a custom logo, colors, URL, and welcome video. Files uploaded through the portal sync to connected cloud storage (Google Drive, OneDrive, SharePoint, or Dropbox). The Elite plan adds custom menu links for service agreements, financial reports, or onboarding questionnaires.

🟡 Value verdict: Both portals solve the same problem — reducing email-based document chasing. Firm360’s portal includes e-signature and payment collection natively from the entry tier. Uku’s magic-link approach and cloud storage sync offer a lower-friction client experience. The right choice depends on whether integrated e-signatures (Firm360) or passwordless access with cloud storage sync (Uku) matters more to your client base.

Reporting and firm visibility

Firm360’s advanced reporting is available on Standard and Premium plans only. It covers client realization, staff utilization, workload distribution, A/R aging, and timesheet approval with payroll locking. A Firm360 + Claude connector, currently in limited beta, adds a natural-language AI query layer powered by Claude for firm-health metrics.

Uku’s BI Reporting is included on all plans (including Solo), with three levels of depth: Summary, Tasks, and Time. Filters by period, member, client, topic, and task status are available alongside saved report templates, plus business analytics reports with detailed performance metrics. The Elite plan adds Client Budgeting dashboards with real-time budget alerts and workforce management with flextime tracking.

🟡 Value verdict: Firm360 delivers deeper native firm-health analytics (realization rates, WIP, utilization) on Standard and above, plus a novel AI query layer in beta. Uku provides broader reporting access from the first tier, with BI Reporting on all plans plus budget alerts and business analytics for monitoring firm performance.

How to Switch from Firm360 to Uku

Moving from Firm360 to Uku is straightforward, and most firms are running in production within a couple of weeks:

1. Start a free trial (day 1). Create a 14-day free trial of the full Elite plan — no credit card, no sales call required — and explore the platform with your real workflows.
2. Import your clients (days 1–3). Use assisted client import (available on all plans) to bring over your client list, contacts, and details. Uku’s team helps with the setup.
3. Set up workflows and billing (week 1). Recreate your recurring work as task templates, configure billing contracts, and connect integrations and cloud storage.
4. Add your team and go live (week 2). Invite members, assign work, and switch your day-to-day operations over — with monthly billing, there’s no annual lock-in if you’re still evaluating.

Final Verdict: Firm360 vs Uku

The choice between Firm360 and Uku depends on where your firm operates, how you prefer to evaluate software, and which features you need from day one.

Firm360 is a US-built accounting practice management platform designed by a practicing CPA for CPA firms that want integrations with UltraTax, Lacerte, and QuickBooks Online, backed by 100% US-based support. With per-user pricing from $49 to $99/month on annual billing, firms can consolidate projects, documents, billing, and client communication into one system with strong security credentials (SOC 2 Type II certified) and configurable workflows across multiple service lines. This pricing model works best for US-based CPA firms with a team size of 5–50 running tax, audit, and advisory, firms comfortable with annual billing, and practices that need UltraTax and Lacerte document sync.

Uku is a practice management platform built from the ground up to be international (especially for UK and US markets) on the principle that core features should be accessible from the first paid tier, not gated behind premium pricing. With a 14-day free trial of the full Elite plan, no credit card required, monthly billing flexibility, and 12-language support, it removes the barriers that make evaluating practice management software feel risky. With per-member pricing from $19/month for sole practitioners (or from $38 annual for teams), it delivers workflow automations, billing, a client portal, and integrations at prices that undercut comparable Firm360 tiers by 30–50%. Pricing is available in EUR, USD, and GBP, with VAT added on top.

The fundamental difference is accessibility. Firm360 asks, “How can we build the best US-focused practice management platform for established firms?” Uku asks, “How can we make full-featured practice management available to accounting firms of every size, everywhere?”

Get started with Uku — try the full platform free for 14 days, then choose the plan that fits your firm.

Related: for a full feature walkthrough, pros and cons, and how Firm360’s modules compare to Uku’s, see our Firm360 review. For a head-to-head comparison, see Firm360 vs Uku.