Use 360 Centric where firm visibility matters most.
360 Centric helps owners and managers see the next right action across tax, CAS, billing, collections, client communication, staff capacity, and advisory opportunity.
Where it works
One operating record, across every part of the firm.
Tax Season Management
Track each tax engagement from intake to filing, including missing documents, client responses, preparation, review, signature, billing, payment, and advisory follow-up.
CAS Client Management
See which CAS clients are current, behind, waiting on information, ready for review, ready to bill, or in need of advisory support.
Billing and Collections
Surface completed but unbilled work, unpaid clients, unsigned agreements, scope changes, and collection risk.
Client Communication
Turn messages, document uploads, and client requests into assigned actions connected to workflow.
Staff Capacity
See who owns the next step, who is overloaded, where bottlenecks are forming, and where support is needed.
Advisory Opportunity Capture
Identify client needs and revenue opportunities already present inside tax work, CAS work, client questions, and service history.
See how it works across your firm.
From tax season to advisory capture, 360 Centric turns scattered firm activity into one operating record and the next right action.