Request a pilot demo
See how 360 Centric turns firm activity into actionable intel.
360 Centric is built for tax, accounting, CAS, and advisory firms that need better visibility, stronger client relationships, cleaner workflow, improved billing, faster collections, and one operating record across the firm.
Who the pilot is for
Best-fit firms for 360 Centric.
360 Centric is best suited for firms that have enough client volume and operational complexity to feel the cost of disconnected systems. Best-fit firms usually have:
- Recurring CAS or bookkeeping clients
- Annual tax return volume
- Multiple staff members
- Client communication spread across email and portals
- Billing or collection gaps
- Spreadsheets used for firm tracking
- Owner visibility dependent on meetings or manual updates
- Advisory opportunities that are not consistently captured
What the demo covers
In the pilot demo, we will review:
- Your current firm stack
- Your client volume
- Your tax engagement workflow
- Your CAS workflow
- Your billing and collection process
- Your client communication process
- Your spreadsheet dependency
- Your owner visibility gaps
- Where 360 Centric can create the most immediate value
Request your pilot demo
Tell us about your firm.
Share a few details and we will tailor the demo to your firm's stack, client volume, and operational priorities.
Start with visibility. Move toward operating intelligence.
360 Centric does not require your firm to change everything at once.
The first step is to identify where operational drag is costing the firm time, revenue, and visibility.