Actionable intel
for accounting firm owners.
Overnight, 49 detectors read your books and your mailbox. By morning you have a ranked list of what needs a person today, and whose name is on it.
Your firm has systems. You still don't have the next right action.
QuickBooks Online or Xero for accounting. Drake, UltraTax CS, or ProConnect for tax. Liscio, TaxDome, Canopy, Karbon, or Financial Cents for client communication and practice management. Anchor, Ignition, CPACharge, BILL, or QuickBooks Payments for agreements, billing, and collections. Office 365, SharePoint, OneDrive, and Excel for email, documents, and internal tracking. Spreadsheets to connect what the systems do not.
Each tool has a purpose.
The problem is the owner still does not have one clear operating view.
360 Centric sits above that stack. It reads what those systems already know and files what it finds against the client, not the system it came from.
The firm has data. It does not have actionable intel.
Today: activity scattered across systems
Accounting
QuickBooks Online · Xero
Tax
Drake · UltraTax · ProConnect
Comms & PM
Liscio · Canopy · Karbon
Billing
Anchor · Ignition · BILL
Docs & email
Office 365 · SharePoint
The gaps
Spreadsheets
Replace operational drag with a single source of operating truth.
360 Centric is Operational Intelligence for tax, accounting, CAS and advisory firms. Every night, 49 detectors run against the firm's own data and raise 80 kinds of signal: a return whose 8879 never came back, a client who has gone quiet, work that closed and never got billed.
Three mechanisms, not three promises.
Work that closed and never got billed
A project completes. Fourteen days pass with nothing billed against it, and a signal opens carrying the client's name. It shows no dollar figure. There is no rate data to price it honestly, and an invented number is worse than none.
One digest instead of a status meeting
Each person gets one email a day listing the open items assigned or recommended to them, ranked, capped at 25 items. There is no per-signal email, so nobody learns to ignore it.
A health score you can take apart
Every client scores 100 minus its open penalties: 18 for a high signal, 9 for a medium, 3 for a low. Rules, not machine learning. You can always see which signal cost the points.
Operational Intelligence
Lead the firm by signal, not by inbox.
A dashboard shows data. 360 Centric answers the questions an owner actually asks.
Built for the tax software small and mid-market firms actually use.
360 Centric does not calculate a return and never will. That is what the tax engine is for. What it watches is the firm around the engine.
The tax software prepares the return. 360 Centric tracks the return: which document is still missing, who owns the next step, whether the 8879 came back.
The proof
Built inside a real accounting firm.
It runs every night inside the founder's own firm, on the same stack you're probably running.
80
CAS clients managed
400
2025 tax return engagements
See the next right action across your firm.
Bring your own stack to the demo. We will walk through what a night's scan surfaces in a firm like yours, and what it deliberately leaves alone.