See how 360 Centric turns firm activity into actionable intel.
Know which client needs you today, before they ask. Bring your own stack to the call and we will show you what a nightly scan finds in a firm like yours, and where 360 Centric stops.
Who the pilot is for
Best-fit firms for 360 Centric.
The firms this fits are the ones that got big enough that no single person holds the whole picture any more. Usually that looks like:
- Recurring CAS or bookkeeping clients
- Annual tax return volume
- Multiple staff members
- Client communication spread across email and portals
- Work that closes and never gets billed
- Spreadsheets used for firm tracking
- An owner who finds out what is stuck in a meeting
- Advisory work you spot in March and forget by May
What the demo covers
In the pilot demo, we will review:
- Which systems you run, and which of them we read
- How many clients and returns you carry
- Where a tax engagement currently goes quiet
- What a CAS month actually looks like at your firm
- Work that closes without anything billing against it
- How client mail reaches the right person today
- Which spreadsheet is load-bearing
- What the owner cannot see without asking someone
- What we would not help with
Tell us about your firm.
Tell us what you are running and roughly how many clients you carry. We will set the demo up against something close to your firm rather than a sandbox.
Start with visibility. Move toward Operational Intelligence.
Nothing has to be ripped out. We read QuickBooks Online or Xero and your Microsoft 365 mailbox. Everything else stays exactly where it is.
The first call is really about one thing: which question about your firm you currently cannot answer.