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Shane walks us through a quick and easy way to get your Is switching accounting practice management software disruptive for firms? Ashley White, CSM at In this video, we introduce the concept of workflow automation in Nathan Eads, partner and tech lead at Lally Group — a 30-person accounting firm with offices in Jackson and Lansing, Michigan ...
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How to Import Time Entries (WIP) into Firm360: Step-by-Step Template Guide
Client Portal Login Experience with Firm360
Firm360 - Client Tax Document Collection
How to Add Additional Contacts in Firm360 (Step-by-Step for Accounting Firms)
Client Portal Software for Accounting Firms | Firm360
Importing Clients Training Video
The Transition to Accounting Practice Management Software Can Be Smooth
Workflow Automation in Firm360
How a Michigan CPA Firm Replaced 4 Tools With One | Firm360 Customer Story | Lally Group
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Last Updated: June 8, 2026
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