Stay Compliant, Stay Local: Tailored for Canadian Accounting Firms
30 Second Overview
Stay Compliant, Stay Local: Tailored for Canadian Accounting Firms
We understand the unique challenges and regulatory requirements faced by Canadian businesses. That’s why we’ve crafted a storage solution that not only ensures your data remains within Canadian borders but also integrates seamlessly with your existing operations, making compliance effortless and intuitive.
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Our storage solution is fortified with top-tier security measures, ensuring your client data remains protected against breaches and unauthorized access.
“I love how easy the setup was! You can literally be set up in just a few hours. I also loved the tags and the simplicity of setting up automations to change tags as things are checked off. The progress bar IS SO COOL. Something I think is wonderful is the ability to send requests through Financial Cents and keep all client communication and document collection in one place.”
Our storage solution is fortified with top-tier security measures, ensuring your client data remains protected against breaches and unauthorized access.
“I love how easy the setup was! You can literally be set up in just a few hours. I also loved the tags and the simplicity of setting up automations to change tags as things are checked off. The progress bar IS SO COOL. Something I think is wonderful is the ability to send requests through Financial Cents and keep all client communication and document collection in one place.”
With data stored in compliance with Canadian laws, navigate through audits with confidence and ease, knowing your storage practices are above board.
“Financial Cents helps us solve two specific problems: 1) How profitable are our clients? 2) Which services need to be adjusted to ensure we’re adding value.”
With data stored in compliance with Canadian laws, navigate through audits with confidence and ease, knowing your storage practices are above board.
“I love how easy the setup was! You can literally be set up in just a few hours. I also loved the tags and the simplicity of setting up automations to change tags as things are checked off. The progress bar IS SO COOL. Something I think is wonderful is the ability to send requests through Financial Cents and keep all client communication and document collection in one place.”
Eliminate the need for multiple storage solutions or costly compliance workarounds. Our Canadian File Storage is both economical and efficient, designed with your firm's bottom line in mind
“The client dashboard allows everyone to be able to see at a glance all the important information pertaining to that client. The relationships tab allows us to jump easily between all related businesses and that saves us a ton of search time.”
Eliminate the need for multiple storage solutions or costly compliance workarounds. Our Canadian File Storage is both economical and efficient, designed with your firm's bottom line in mind.
“The client dashboard allows everyone to be able to see at a glance all the important information pertaining to that client. The relationships tab allows us to jump easily between all related businesses and that saves us a ton of search time.”
Ensure your data never leaves Canadian borders, designed to align with the Canadian data residency regulations and effortlessly merge with your existing Financial Cents workflow.
Many firms struggle with ensuring their data remains within Canadian borders, as required by law. Our solution guarantees 100% Canadian data residency, eliminating any concerns or potential legal complications.
Many firms struggle with ensuring their data remains within Canadian borders, as required by law. Our solution guarantees 100% Canadian data residency, eliminating any concerns or potential legal complications.
Juggling multiple tools to stay compliant can be cumbersome and inefficient. Financial Cents' Canadian File Storage integrates seamlessly, simplifying your workflow and ensuring compliance is a breeze.
Juggling multiple tools to stay compliant can be cumbersome and inefficient. Financial Cents' Canadian File Storage integrates seamlessly, simplifying your workflow and ensuring compliance is a breeze.
With rising cyber threats, firms are constantly seeking robust security solutions. Our storage offers state-of-the-art security features, ensuring your sensitive data remains shielded from potential breaches.
With rising cyber threats, firms are constantly seeking robust security solutions. Our storage offers state-of-the-art security features, ensuring your sensitive data remains shielded from potential breaches.
Yes, you will have access to all the features that Financial Cents Accounting CRM Software has to offer during your free trial. Our CRM features include:
You will also be able to invite your entire firm to use the solution and be able to upload all your client information.
Offering best-in-class customer support is the core of our business. We understand that you are busy and don’t have time to wait for someone to get back to you after a few hours. That is why we promise quick and responsive support with responses within 15 minutes. We offer live chat support directly inside the app so our team can. If we can’t solve your issue via chat, we will jump on the phone or zoom to quickly resolve your issues.
We offer a very robust accounting workflow software full of all of the features your firm needs to grow with ease. However, if there is something we don’t offer, you can recommend it to our team! We release new features every week and constantly ask our users what we need to build next so we can drive more value for their accounting firm.
So yes, if you have new feature ideas and requests, we will add them to our roadmap and work with you on the best way to develop them.
Our system allows you to send your clients’ automated requests for data needed to complete your work. It will also follow up with them until they complete the request, so you never have to chase down your clients again. This automation allows you to spend less time chasing clients for information and instead focus on what matters most—getting your work and projects completed on time.
The client tasks report also gives you accurate data on completed and uncompleted client tasks so you can set up more frequent automations to follow them up. Accounting firm clients love the data collection process in Financial Cents because we use a highly secure password-less portal to help them upload information and chat with their accountants/bookkeepers.
We offer several reports that give you insights to help you identify bottlenecks in your process, drive efficiencies, and boost your firm’s profitability. Some of those reports include:
Yes, you can easily integrate your time tracking with Quickbooks. It will automatically push all the time tracked in FC to Quickbooks so you can easily invoice your clients and manage payroll.
The Zapier Integration allows you to integrate Financial Cents with over 5,000 other apps to keep data in sync across your tech stack. For example, right now, you can do things like automatically:
Create a client in FC after a signed proposal
Add a client to all the other apps in your tech stack after it is created in Financial Cents
Create folders in your document management system after a client is created in Financial Cents
This is just the beginning! We will be adding other actions like creating work in FC, updating the status of client work, adding/updating client fields and notes, etc.
To set up the Zapier integration:
Go to Zapier
Search for Financial Cents
Start creating the Zap
Also, below are a few guides I created on how to integrate your tech stack with Financial Cents through Zapier and ultimately automate admin work:
Automatically create a client in Financial Cents after a signed proposal or completed form:
Automatically create folders in your document management system after creating a new client in Financial Cents
Sharepoint (Coming Soon)
Automatically create a client to other apps in your tech stack after creating a new client in Financial Cents:
Liscio (guide coming soon)
Keeper (guide coming soon)
Live Plan (guide coming soon)
Receipt Bank (guide coming soon)
Hubdoc (guide coming soon)
Add client to mt newsletter/email list after created in Financial Cents
Mailchimp (guide coming soon)
ConvertKit (guide coming soon)
Hubspot (guide coming soon)
Salesforce (guide coming soon)
Insightly (guide coming soon)
A cloud-based solution that makes it easy for accounting firms to manage client work, collaborate with staff, and hit their deadlines
Register to start a 14-day trial