G2 Vendor Directory

Firm360 vs. OfficeTools by CARET

A side-by-side comparison based on G2 review data.

MetricFirm360

by Firm Software LLC

OfficeTools by CARET

by CARET

Overall rating4.43.6
Review count15490
Ease of use9.07.4
Ease of setup8.66.8
Quality of support9.26.8
Meets requirements8.77.4
NPS56.86274515.853659
Small Business91.2%96.7%
Mid-Market8.1%1.1%
Enterprise0.7%2.2%
Total page views863115
Total LLM citations3,056364

Firm360

Firm360 is the all-in-one platform built by accountants for accountants. It's simpler to run, built for 5 to 75-person accounting firms, and designed to eliminate the chaos of juggling disconnected tools and manual processes. We understand the work behind the workflow — so we’ve designed Firm360 to streamline every part of running an accounting firm. From project management and client communication to time tracking, billing, e-signatures, reporting, and secure document sharing, everything is in one place.

Pros

  • Ease of Use
  • Customer Support
  • Centralized Management
  • Efficiency Improvement
  • Document Management
  • Time Saving

OfficeTools by CARET

OfficeTools provides everything you need to run your tax and accounting practice from a single solution. With OfficeTools Workspace, you can track projects from start to completion, organize client data, manage staff and tax workflow, and automate billing from one central dashboard—all while integrating with the applications you use most. OfficeTools Workspace helps your firm streamline day-to-day operations and work as a unified team.

Pros