ApproveThis manages your Firm360 Integration approvals.

When Practice Management Meets Approval Automation

Let's be real - accounting firms aren't exactly hurting for complexity. Between client onboarding, project budgets, and compliance requirements, your approval processes probably look like a plate of spaghetti after a Friday lunch meeting. That's why pairing Firm360's practice management with ApproveThis' approval automation isn't just convenient - it's survival mode for mid-sized firms.

Why This Combo Works (Besides the Obvious)

Firm360 keeps your client data tidy. ApproveThis keeps decisions moving. Together through Zapier, they handle the dirty work of:

• Auto-creating approval requests when client/project details change
• Pushing approved decisions back into Firm360 without manual entry

But here's the kicker: Your clients or external partners can approve requests directly via email without needing Firm360 access. No more "I can't find the portal" excuses at 11:59 PM.

Real-World Use Cases That Don't Suck

1. Client Onboarding That Doesn't Require 17 Reminders

When new clients hit Firm360, ApproveThis automatically:

• Routes compliance checklists to your risk team
• Triggers engagement letter approvals from partners
• Escalates stuck requests after 48 hours

Example: A 200-person CPA firm reduced client setup time from 6 days to 12 hours by auto-routing new client intake forms through approval chains based on service type.

2. Project Budget Changes That Don't Require a Paper Trail

When project scope changes in Firm360 trigger approval requests:

• Managers approve/deny directly from Outlook
• Auto-calculated fields flag budget overages before approval
• Approved changes sync back to Firm360 projects

Real talk: One tax firm prevented $240k in scope creep last quarter using conditional approval thresholds tied to project budgets.

3. External Approvals That Don't Require a Login

Need client sign-off on deliverables? ApproveThis:

• Creates Firm360 contacts from approval requests
• Lets clients approve via email (no account needed)
• Logs all decisions in both systems automatically

Pro tip: Use calculated fields to auto-attach engagement terms based on approval type. Your paralegals will send you thank-you notes.

Setting This Up Without Losing Your Mind

1. Connect both apps in Zapier (takes 4 minutes)
2. Map critical Firm360 fields to ApproveThis templates
3. Set escalation rules for slow responders
4. Test with your nastiest approval scenario

Key detail: Use ApproveThis' conditional logic to handle different approval paths for:

• Tax vs audit engagements
• Client size tiers
• Regulatory jurisdictions

Who Actually Benefits? (Spoiler: Everyone)

Managing Partners

Get visibility into approval bottlenecks across all clients. Real-time dashboards show which engagements are stuck in review purgatory.

Project Managers

Auto-approve routine budget shifts under $5k while flagging larger changes. Vacation delegation means no more chasing down OOO approvers.

Admin Teams

Kill the approval spreadsheet jockeying. Automatic audit trails in both systems make compliance reviews less painful.

Clients Themselves

Approve deliverables from their inbox without another portal login. Status updates auto-sync to Firm360 so everyone stays aligned.

The Nuts and Bolts You Care About

ApproveThis plays nice with Firm360 through:

Triggers:
- New/updated clients/projects in Firm360
- Approval decisions in ApproveThis

Actions:
- Create approval requests from Firm360 data
- Update Firm360 records post-approval

Pro move: Combine approval thresholds with Firm360's project billing rates to auto-approve hourly adjustments under 10%.

Why This Isn't Just Another Integration

Most accounting tech stacks have more holes than Swiss cheese. This combo actually closes some:

1. No more approval black holes
Track every decision in both systems instead of hunting through emails

2. Client-facing approvals that don't suck
External users approve via email while maintaining full audit trails

3. Actual process flexibility
Adjust approval rules per client, service line, or regulator without IT tickets

Getting Started Without the BS

1. Grab an ApproveThis trial
2. Connect to Firm360 via Zapier
3. Clone our pre-built templates for:
- Client onboarding
- Project change requests
- Compliance reviews

Pro tip: Start with your most broken approval process first. The ROI will be obvious enough to justify expanding.

The Bottom Line for Busy Firms

ApproveThis + Firm360 via Zapier isn't about doing more - it's about finally handling the approval chaos you've already got. Whether it's shaving days off client onboarding or preventing budget overages, this integration delivers actual relief instead of more tech debt.

Still managing approvals through email chains and spreadsheets? Let's fix that - book a 15-minute demo and we'll show you how to automate your worst approval process by Friday.