Keep your accounting and tax engines. Replace the operational drag around them.
360 Centric connects to the systems your firm already uses and replaces the fragmented operating layer created by client portals, billing tools, spreadsheets, workflow trackers, document requests, and manual status updates.
The hidden cost
The hidden cost is not software. It is the gap between systems.
Most firms do not have one system problem. They have a between-the-systems problem.
Client communication happens in one tool. Documents sit in another. Billing happens somewhere else. Tax status lives in tax software. CAS work is tracked in spreadsheets. Owner updates happen in meetings.
360 Centric replaces the operating drag between these systems.
Today: the operating layer is scattered
Client communication
One tool
Documents
Another tool
Billing
Somewhere else
Tax status
Tax software
CAS work
Spreadsheets
Owner updates
Meetings
Before & after
What stays, what gets connected, what gets replaced.
| Function | Before 360 Centric | After 360 Centric |
|---|---|---|
| Accounting activity | QBOA | Kept and connected |
| Tax preparation | Drake Tax, UltraTax CS, ProConnect, Lacerte, ProSeries | Kept and connected |
| Client communication | Liscio, email | Replaced or centralized in 360 Centric |
| Client portal | Liscio | Replaced by 360 Centric client access |
| Document exchange | Liscio, email, Office 365, spreadsheets | Connected to workflow, client status, and staff ownership |
| Agreements | Anchor | Replaced or centralized in 360 Centric |
| Billing | Anchor, QBO, spreadsheets | Connected to work status, scope, and client records |
| Collections | Anchor, QBO, email follow-up | Connected to payment status, service decisions, and owner visibility |
| Workflow | Spreadsheets, email, staff memory | Centralized in 360 Centric |
| Owner reporting | Spreadsheets, meetings, manual updates | Replaced by owner command center |
| Advisory tracking | Notes, memory, tax review comments | Centralized and surfaced as opportunity intel |
Replacement categories
Where 360 Centric takes over the operating layer.
Tax Software Surround Layer
360 Centric does not replace Drake Tax, UltraTax CS, ProConnect, Lacerte, or ProSeries. Those systems remain the tax preparation engines. 360 Centric replaces the operational drag around tax preparation.
- Tax engagement trackers
- Missing item spreadsheets
- Client document request trackers
- Email-based tax follow-up
- Manual review status lists
- Billing trigger spreadsheets
- Unsigned engagement tracking
- Advisory opportunity notes
- Owner status reports
Liscio Replacement
Liscio helps firms move client communication, secure messaging, document exchange, and client requests out of email. 360 Centric goes further. It connects those client interactions to tax work, CAS work, billing, documents, deadlines, staff accountability, and owner visibility.
- A client message becomes an assigned next step
- A document upload updates work status
- A client response moves the workflow forward
Anchor Replacement
Anchor helps firms manage proposals, agreements, invoicing, payments, auto-pay, and collections. 360 Centric centralizes that layer by tying billing and collections to the full operating record.
- See which work is complete
- See which work is unbilled
- See which clients are unpaid
- See which agreements are unsigned
- See whether service should continue
Spreadsheet Replacement
Spreadsheets are often the firm's unofficial operating system. They track tax status, CAS status, missing items, billing follow-up, document requests, staff ownership, client status, and management reports. 360 Centric replaces static trackers with live operating records.
Email-Based Workflow Reduction
Email should not be the system of record for firm operations. 360 Centric helps reduce email-based management by converting messages, client requests, internal updates, and follow-ups into trackable action.
The real comparison
360 Centric is not priced against one app.
360 Centric is priced against the cost of operational fragmentation, missed billing, delayed collections, disconnected client communication, owner-level blind spots, and advisory opportunities left inside the client base.
Keep the engines. Replace the drag between them.
360 Centric connects to QBOA and your tax software, then replaces the portals, billing tools, spreadsheets, and email-based workflow with one live operating record.