PracticeWings task management — DAG-based workflows with real dependencies.
| Feature | PracticeWings | Firm360 |
|---|---|---|
| Task Management | ||
| Workflow Engine | DAG with decision branching | Linear task lists |
| Task Dependencies | Built-in, enforced | Basic or none |
| Task Queues | Auto-routing by skills/capacity | Manual assignment |
| Custom Statuses | 20 custom, org-level, Kanban | Fixed statuses |
| Recurring Schedules | Auto-generation with templates | Available |
| Time & Billing | ||
| Time Tracking | Timer + manual entry | Timer + manual entry |
| Invoicing | Built-in with PDF | Built-in with PDF |
| Online Payments | Stripe Connect | Stripe/LawPay |
| CC Surcharge Toggle | Org-level + per-invoice | Varies |
| Client Experience | ||
| Client Portal | Full: docs, messages, billing, tasks | Basic portal |
| Portal Branding | Custom logo, colors per firm | Limited |
| Secure Messaging | 4 routing modes | Basic messaging |
| Appointment Booking | Built-in with 12 types | Third-party |
| Documents | ||
| Folder Templates | 5 types, 110+ items | Basic folders |
| E-Signatures | Built-in | Available |
| Questionnaires | 7 pre-built + custom | Organizers available |
| Platform | ||
| API Access | Full REST API, every plan | Limited |
| Multi-Office | Built-in core feature | Workarounds |
| CRM / Pipeline | Built-in with lead scoring | Not included |
| Engagement Tiers | Template-based variation | Standard |
| Custom Fields | Available | Available |
| Audit Trail | Comprehensive | Available |
| Pricing | ||
| Starting Price | $39/user/month | $49/user/month |
| Feature Gating | All features on all plans | Tiered features |
A Note of Respect
Firm360 has been in the market longer and has a larger established user base. We respect what they've built. Our goal isn't to disparage competitors — it's to give you the information you need to make the right choice for your firm. Both platforms serve accounting firms well; they just approach the problem differently.
Switching from Firm360?
We provide migration support for beta firms switching from any platform. We'll help you export your data, import clients and contacts, and get your team set up. Direct founder support during the transition.
Request Beta Access