Firm360

Practice ManagementHigh PriorityNot Contacted
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Overview

Practice management platform for accounting firms to centralize client records, workflows, and operations

Core Product

Practice management platform for accounting firms to centralize client records, workflows, and operations

Strategic Fit for DCC

Firm-distribution workflow layer with direct tax/compliance BTC reporting extensions

Integration Potential

Standardized Bitcoin disclosures/templates for client statements, cost-basis reporting packs

Financial Profile

Estimated Revenue
$1M-$5M
Valuation Range
$10M-$30M
Revenue Model
SaaS subscription
Profitability
Unknown
Recurring Revenue Strength
Med-High

Company Information

Headquarters
Fort Worth, Texas, USA
Employees
11-50
Primary Customers
Accounting firms

Ownership & Funding

Ownership Type
Unknown
Last Known Funding
Not verified

Leadership

CEO
Patrick O'Neill
Research Date
2026-02-24