Keep your accounting and tax engines. Replace the drag around them.
You keep the systems that do real work. What goes: the portals, spreadsheets, trackers and status meetings that only exist to connect them.
The hidden cost
The hidden cost is not software. It is the gap between systems.
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.
That in-between layer is the thing 360 Centric replaces.
Today: the tracking 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 | Top tools |
|---|---|---|---|
| Accounting activity | QuickBooks Online, Xero | 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
Tool by tool: what stays, what we take over.
Tax Software Surround Layer
Your preferred tax prep platform (Drake Tax, UltraTax CS, ProConnect, Lacerte, ProSeries, etc.) stays. What goes is the tracking around it: the missing-item spreadsheet, the 8879 chase emails, the review status list.
- 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 gets client messages out of email, but it can't see the work. In 360 Centric, an upload updates the return it belongs to, and a message becomes a step with an owner.
- A client message becomes an assigned next step
- A document upload updates work status
- A client response moves the workflow forward
Anchor Replacement
Anchor runs agreements, invoicing and collections. It can't see whether the work is finished. Tied to the operating record, you see what's complete, unbilled, unsigned and unpaid on one screen.
- 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
The tracker spreadsheet was right the day somebody last updated it. The operating record rebuilds from your systems every night, so it can't go stale and nobody spends Friday maintaining it.
Email as a Workflow
Email is where follow-ups go quiet. A message in 360 Centric lands on the client record as a tracked item with a name on it, not in one person's inbox.
The spreadsheet killer
Read: The Hidden Costs of Spreadsheets in Accounting FirmsEvery “I have a spreadsheet for that” signals an opportunity for improvement.
The real comparison
360 Centric is not priced against one app.
It's priced against what the gaps cost you: the work that closed unbilled, the client who went quiet, the advisory conversation that waited until next spring.
Keep the engines. Replace the drag between them.
Bring your stack to the demo. We'll show you what sits above it, what gets replaced, and what we leave alone.