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Tech stack · Works with Microsoft 365

Software that works with Microsoft 365

Tools listed in The Firm's directory that integrate with Microsoft 365.

13 tools listed, grouped by what each one is for

Payments & billing that works with Microsoft 365

1 payments and billing tool · all payments and billing tools

Tax & compliance that works with Microsoft 365

1 tax and compliance tool · all tax and compliance tools

Reporting & dashboards that works with Microsoft 365

4 reporting and dashboards tools · all reporting and dashboards tools

Forecasting & planning that works with Microsoft 365

1 forecasting and planning tool · all forecasting and planning tools

Consolidation & close that works with Microsoft 365

1 consolidation and close tool · all consolidation and close tools

Data & integrations that works with Microsoft 365

1 data and integrations tool · all data and integrations tools

Practice management that works with Microsoft 365

1 practice management tool · all practice management tools

Document management that works with Microsoft 365

2 document management tools · all document management tools

Proposals & engagement that works with Microsoft 365

1 proposals and engagement tool · all proposals and engagement tools

Signing & verification that works with Microsoft 365

1 document signing and verification tool · all document signing and verification tools

Common questions

Microsoft 365 integrations, answered

What software integrates with Microsoft 365?
The Firm lists 13 tools that integrate with Microsoft 365, across 10 categories including payments & billing, tax & compliance, reporting & dashboards, forecasting & planning. Tools include FYI, SuiteFiles, Vinyl, Draftworx, joiin. Each listing records what the tool does, what else it integrates with, how it charges and where it is available.
How do I find Microsoft 365 add-ons for my practice?
Start from the category: each section on this page is one kind of tool that connects to Microsoft 365. Open a listing for the vendor's description, then check pricing model and availability in your country. The listing tells you what a product does so you can shortlist against your own requirements.
Does The Firm charge vendors to be listed?
No. Listing is free and claiming a listing is free. Paid placement is labelled as such, and every outbound link to a vendor carries a sponsored attribute.
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