Actionable intel
for accounting firm owners.
360 Centric turns fragmented firm activity into one operating record — so you know which client needs attention, what happens next, who should own it, what revenue is attached, and what risk is being reduced.
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 the existing software stack and turns fragmented firm activity into one operating record, giving the owner actionable intel across clients, staff, revenue, risk, deadlines, documents, billing, collections, and advisory opportunities.
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 a proprietary decision intelligence layer for tax, accounting, CAS, and advisory firms. It brings client work, tax production, CAS activity, billing, collections, communication, documents, deadlines, staff capacity, and advisory opportunity together into one firm-wide operating record.
Built to improve the economics of the firm.
Increase Top-Line Revenue
Surface missed billing, scope changes, advisory opportunities, tax planning needs, CAS expansion, cleanup work, and follow-up points that would otherwise stay hidden across systems.
Reduce Operational Expense
Cut the coordination burden of disconnected systems, manual follow-up, duplicate tracking, status meetings, and spreadsheet management. The firm operates from one shared record.
Reduce Firm Risk
Get visibility into the blind spots that create risk — unsigned agreements, unpaid clients, missing documents, missed deadlines, unclear ownership, and work outside scope.
Decision intelligence
Workflow software tracks tasks. 360 Centric tells you what matters next.
A dashboard shows data. 360 Centric turns data into action — helping the firm answer the questions that matter most.
Built for the tax software small and mid-market firms actually use.
360 Centric does not replace the tax calculation engine. It makes the firm around the tax engine visible, actionable, and revenue-aware.
The tax software prepares the return. 360 Centric shows where the return is, what's missing, who owns the next action, whether the engagement is signed, whether billing is triggered, whether payment landed, and whether the return creates an advisory opportunity.
Proof environment
Built inside a real accounting firm.
360 Centric is being piloted inside the founder's own accounting firm — a working tax and accounting firm running on QuickBooks Online, ProConnect, Liscio, Anchor, Office 365, spreadsheets, and email. The problem isn't a lack of software — it's the lack of one operating layer across the firm.
80
CAS clients managed
400
2025 tax return engagements
See the next right action across your firm.
360 Centric gives owners the actionable intel to increase revenue, reduce expense, reduce risk, and strengthen every client relationship.