accounting360: Unify Clients, Projects, and Growth

accounting360 gives accounting firm marketing and business development teams the tools to run high-impact campaigns and events from one unified platform. Plan targeted outreach, manage campaigns and invite lists, and track engagement from first touch to follow-up.

With AI-powered insights, automated email marketing, and full integration with Dynamics 365 and client data, accounting360 helps firms align marketing and BD efforts, measure ROI, and turn every interaction—online or in person—into new opportunities.

accounting360 empowers accounting firm business development teams with a purpose-built platform that surfaces insights, automates outreach, and drives smarter engagement. From tracking pursuits and managing referrals to mapping key relationships and identifying cross-selling opportunities, accounting360 centralizes your BD efforts into one intelligent system.

Leverage AI-powered relationship intelligence, integrated ERM, and automated activity capture to turn firmwide interactions into actionable growth strategies. Powered by Microsoft Dynamics 365, accounting360 unifies your data, sharpens your approach, and helps you win more business—with less admin.

accounting360’s ERM and relationship intelligence platform gives accounting firms a complete view of client networks—uncovering hidden connections, strengthening relationships, and fueling business growth. With automated data capture, real-time insights, and seamless collaboration tools, firms stay ahead of client needs and drive smarter, more strategic engagement.

accounting360 leverages Microsoft AI to streamline the creation and organization of partner bios, engagement histories, case studies, and recent work summaries. Firms can quickly generate polished, client-ready documents that showcase expertise and differentiate their services in every pursuit.

Powered by Microsoft Dynamics 365, accounting360 delivers tailored analytics that help accounting firms uncover new opportunities, make smarter business decisions, and drive consistent growth. With centralized data and real-time insights, firms can act faster, compete more effectively, and build a stronger, more resilient future.

Use your internal data to identify where services aren’t being offered but should be. The result: dashboards that highlight cross-sell and upsell opportunities with existing clients—Business Development teams can act fast and grow revenue.

Accurate, complete data is critical to smarter decisions and stronger client engagement. accounting360 integrates with leading data providers like Dun & Bradstreet (D&B) and Bureau van Dijk (BvD) to automatically enrich records with details like industry, size, and executive contacts. Built-in tools detect duplicates, group similar records, and offer smart merge recommendations—so your team can clean and maintain data with speed, confidence, and control.

accounting360 includes more than 40 pre-built connectors to keep your data flowing securely and seamlessly across your firm. Automatically sync contacts, emails, appointments, and tasks between Microsoft Dynamics 365 and Exchange—in real time. With smart filtering, domain matching, and user-level controls, only the right data is captured, reducing manual entry and preserving data accuracy. Whether you're tracking client touchpoints, scheduling follow-ups, or managing engagement across service lines, accounting360 keeps your communications and calendars aligned—firmwide and effortlessly.

accounting360 empowers accounting firms with intelligent insights, automation, and real-time guidance tailored for accounting workflows. From business development to client management, AI and Copilot tools help teams work smarter, respond faster, and make better-informed decisions at every stage.

With accounting360, firms move beyond traditional CRM—unlocking a Microsoft-powered platform that connects relationships, data, and intelligence to drive real growth and position your firm for what’s next

Built on Microsoft’s trusted cloud platform, accounting360 gives accounting firms enterprise-grade security, compliance, and control over their most valuable data. Unify marketing, BD, client, and engagement data in one secure system with role-based access, audit trails, and built-in governance.

With end-to-end encryption, Microsoft 365 integration, and advanced controls for sensitive information, accounting360 helps protect client confidentiality, meet regulatory requirements, and uncover insights—without compromising security.