Surface the risk before it becomes a write-off.
Six places firms point 360 Centric first, all running on the same nightly scan.
Where it works
One operating record, across every part of the firm.
Tax season
From onboarding to filing, nothing slips. One row per return: the 8879 that went out and never came back raises its own signal, and the missing-document list is the system's, not a spreadsheet's.
CAS
Every CAS client on one board: current, behind, waiting on information, or ready to bill. A client drifting toward dormancy gets flagged months before the relationship goes quiet.
Billing and collections
A project that closed with nothing billed against it opens a signal in fourteen days. Past-due receivables and overdue firm invoices carry the actual number, read from the ledger.
Client communication
A message or an upload becomes an assigned step on the client record, not a task in one person's inbox. Nothing waits on somebody remembering to forward it.
Staff capacity
Who is overloaded, who has room, and which preparer's queue is about to slip. Every open item carries a suggested owner, so nothing sits without a name.
Advisory opportunities
A bookkeeping-only client with a tax event in their ledger is a conversation worth having now, not next spring. Service gaps surface as signals while the work is current.
Put it to work where the pressure is.
Pick the season you're in. We'll walk through what the scan raises for it.