One operating record for the accounting firm.
360 Centric connects client work, tax production, CAS activity, billing, collections, documents, communication, deadlines, staff capacity, and advisory opportunities into one decision intelligence layer.
360 Centric turns firm activity into actionable intel.
Most firm systems show part of the picture. 360 Centric connects the operating activity across the firm so owners and managers can see what needs attention, who owns the next step, and where revenue or risk is sitting.
Core platform areas
Everything the firm runs on, in one place.
Unified Client Operating Record
Every client has one operating record across services, status, communication, documents, billing, collections, staff ownership, deadlines, and advisory opportunities — one place to understand the relationship.
CAS Command Center
Track recurring CAS work across monthly close, document requests, open items, assignments, review and billing status, and advisory opportunities. See who's current, behind, or needs a scope review.
Tax Engagement Command Center
Track tax engagements from intake through filing — status, missing documents, client responses, preparation, review, signature, filing, billing, payment, and advisory follow-up.
Billing & Collections Intelligence
Connect work performed to billing status. Surface completed-but-unbilled work, unpaid invoices, unsigned agreements, clients outside scope, payment issues, and collection risk.
Client Communication Intelligence
Tie messages, document uploads, missing items, and client responses to workflow, staff ownership, deadlines, and client status. A message becomes an assigned next step.
Staff Capacity & Accountability
See who owns each next action, where work is stuck, which staff are overloaded, and where bottlenecks are forming. The goal isn't micromanagement — it's operational visibility.
Advisory Opportunity Tracking
Turn client activity into client value. Surface advisory opportunities from tax findings, CAS activity, client questions, entity issues, payroll issues, cash flow concerns, and service history.
Owner Command Center
The owner sees the firm from one place: client status, work status, staff capacity, billing, collections, deadline risk, advisory opportunity, and next best action.
Stop managing from scattered systems.
360 Centric gives owners and managers one place to see what's happening, what's stuck, what's billable, what's unpaid, and what needs action next.