Built from inside the problem.
The firm had good software. It still kept a spreadsheet to work out which client to call on Monday.
Our origin
360 Centric was not created from theory.
It came out of running a tax and accounting firm on five systems that never spoke to each other.
The founder's firm ran QuickBooks Online, ProConnect, Liscio, Anchor and Office 365. Every one of them did its job.
The firm still needed one operating layer.
“Every one of those tools was right about its own corner of the firm. Not one of them could tell me which client to call first on Monday morning.”
The firm
A firm the size where the problem bites.
The founder's firm is a working tax and accounting firm serving recurring CAS clients and annual tax clients.
Too many clients to hold in your head, not enough staff to spare anyone for operations.
The firm runs ProConnect. Nothing in 360 Centric is tied to it. Drake Tax, UltraTax CS, Lacerte and ProSeries firms all have the same gap around the tax engine.
80
CAS clients managed
400
2025 tax return engagements
| Area | Current System |
|---|---|
| Accounting platform | QuickBooks Online |
| Tax preparation | ProConnect |
| Client communication and portal | Liscio |
| Agreements, billing, payments, collections | Anchor |
| Email and productivity | Office 365 |
| Operational tracking | Spreadsheets |
| Internal coordination | Email, meetings, manual updates |
The blind spots
The tools work. The firm still lacks one operating record.
The firm already uses modern systems. The issue is not a lack of tools.
The issue is that no single system shows the owner:
That is the gap 360 Centric closes.
The thesis
The gap in our firm is the gap in yours.
Nothing on that stack is old or badly chosen. The firm still cannot answer, at nine on a Monday, which client needs a person today.
The gap is not inside any one of those systems. It is between them, and that is where 360 Centric runs: reading the ledger nightly, syncing the mailbox every fifteen minutes, and filing what it finds against the client rather than the system it came from.
Owners were making decisions from a picture they had to assemble by hand. 360 Centric assembles it for them.
Positioning
360 Centric is Operational Intelligence for accounting firm owners.
We read the firm's own data every night and score each client out of a hundred. What the owner gets in the morning is a ranked queue, not a dashboard to interpret.
See 360 Centric inside a working firm.
It runs today inside the firm it was built for. Ask to see it against your own stack, and we will show you the gaps as well as the good parts.