Accounting firm CRM solution
Organize all your client information in one place. Work, emails, communication, notes, documents, passwords, contact information and more.
What Other Accounting Firm Owners Say
4.9/5 on G2
Marie Alana B.
Accounting
Frances J
Firm Owner
Lisa R.
Firm Owner
All your client information in one simple view
Instead of using multiple apps, spreadsheets, and email communication to keep track of client information, Financial Cents accounting CRM software provides access to client documents, contact information, passwords, notes, and more in one view for when your staff needs it.
An audit trail of interactions between your team and clients
Always know who last contacted a client, when, and about what so that you always have current updates of all activities within your firm. This way, when a client calls, you’ll know exactly where you stand and can provide the most up-to-date information.
Securely store client passwords for your team
Securely store all your client passwords and other sensitive information for your team to easily access and get their work done.
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Automate client-data Collection
Securely request documents and have our accounting crm tool automatically follow up with your clients so you don’t have to chase them down. Clients can then upload documents, share information, and even chat with you via our passwordless, secure portal.
Take control of your inbox and work smarter
Using the email integration in our CRM software, you’ll be able to declutter your inbox with a focused folder for client-only emails. Adhoc emails requests and important email updates from clients will never get lost in your inbox again since you can simply turn them into work and delegate to your team. All of this will happen within Financial Cents so you don’t have to keep changing tabs and getting distracted.
Accounting CRM & database features
Client audit trail
Track who spoke to the client, when and about what in one simple view.
Custom fields
Create custom client properties and filter your client base by them.
Secure password storage
Securely store client passwords in our encrypted vault for your team to access.
Folder management
Organize client documents into folders.
Client groups
Organize your clients into groups to get more visibility.
Client database
Store all your clients and their information in one place.
Client profile
View all of a client’s important information in one simple view.
App integration
Integrate with 3rd party client apps to access them from within Financial Cents.
All-in-one accounting practice management software
Consolidate apps. Drive productivity.
Work Management
Client Portal
Email Integration
Proposals & ELs
Billing & Payments
Client CRM
Track work & hit deadlines
- Always know the status of work
- Document & automate processes
- Centralize information on the actual work
- Collaborate with team & clients in one place
WOW your clients with a modern portal
- Provide one portal for all your clients’ needs
- Seamless access with a secure, password-less portal
- Impress clients with a simple & modern design
- Get client responses faster to complete their work on time
Overcome inbox overwhelm
- Declutter your emails with a client-focused inbox
- Manage client requests by creating work from emails
- Ensure no email slips through the cracks by pinning it to work
- Track all conversations between your team and clients with an audit trail
Simplify & automate client onboarding
- Impress clients with branded, modern proposals
- Eliminate AR by collecting payment information upfront
- Convert prospects faster with legally binding e-signatures
- Auto-invoice clients once a proposal is signed
Improve cash flow while saving time and money
- Streamline operations with automated billing
- Get paid faster with seamless online payments
- Identify your most profitable services, clients & team members
- Sync invoices seamlessly with QuickBooks Online
Securely centralize client information
- Keep your firm organized as you grow
- Help your team easily find everything they need
- Keep an audit trail of all client activity and communication
- Keep client information stored in one secure location
Meet the specialists who will walk you through Financial Cents, map it to your workflows, and help you simplify your operations from day one.
Hi Kasey, We are truly impressed by not only your turnaround on our issue, but specially that you are clearly taking interest in our business needs. If this could be the basis of our relationship going forward, we would like to be partners!”
Caroline Moreau, CPA Auditor
“Will from Financial Cents can help you with a demo and any questions you may have. As you know, FC changed my life more than any other technology item we have ever added. Life changing in all ways!”
Sam S., CPA
“Hi George, Brianna here and I just wanted to reiterate how impressed I am with the development of the Financial Cents software, and the ease of your demo. It wasn’t too complicated or confusing, every feature and functionality flowed smoothly into the next area, and I love the use of colors, space and animation in the software.”
Brianna Goodman
“You don’t understand how mind-blowing this is. It blows me away in such the best way, like it makes my soul happy. This makes my life easier.”
Bri Smith, CPA
On average, firms save 56 hours month & 19,200 every year with Financial Cents
The only app you need to run your solo firm at one affordable price.
Get started for freeOnly for single user firms
- Workflow and to-do lists
- Workflow automations
- Client tasks & requests
- Client portal
- Secure file sharing
- Document management
- Client CRM & database
- Time tracking
- Invoicing & billing
- Proposals & engagement letters
- QuickBooks Online Integration
- Budgeting & reporting
- E-signature
Hit deadlines with more visibility, collaboration, and organization.
Get started for freeIncludes
- Workflow and to-do lists
- Workflow automations
- Client tasks & requests
- Client portal
- Secure file sharing
- Document management
- Client CRM & database
- Time tracking
- Invoicing & billing
- Proposals & engagement letters
- QuickBooks Online Integration
- Budgeting & reporting
- Integrated email
- E-signature
- Unlimited tags, client groups, and custom fields
Increase firm productivity with more automations & integrations.
Get started for freeEverything in Team Plan, plus
- Auto-follow ups for client tasks
- Customize client task emails
- Task dependencies
- Auto-send email updates
- Auto-create work
- Optional upsell services in proposals
- SmartVault Integration
- OneDrive & Google Drive Integration
- Zapier (5,000+ Integrations)
- Open API
- Branded client portal
- Shared email Inbox
- Multiple email integrations per user
- Profitability reports
Advance support, security & customization for large accounting firms.
Contact salesEverything in Scale Plan, plus
- IP Fencing/IP Whitelisting
- Mandatory 2FA Option
- Custom user permissions
- Webhooks
- Priority support
- Premium training & onboarding
- Dedicated customer success manager
Hit deadlines with more visibility, collaboration, and organization.
Includes
Increase firm productivity with more automations & integrations.
Everything in Team Plan, plus
Advance support, security & customization for large accounting firms.
Get started for freeEverything in Scale Plan, plus
Loved by over 10,000 accountants, bookkeepers and CPAs
FAQs about Accounting CRM System
A CRM accounting software is a client relationship management system designed specifically for accounting, bookkeeping and tax firms. It centralizes client information, such as contact details, documents, notes, passwords, and communications, so firms can manage relationships and workflows more efficiently.
It track client work alongside communications, documents, compliance deadlines, and service-specific data (like tax, payroll, or bookkeeping). They’re built to support recurring engagements and firm-wide visibility, not just sales pipelines.
Accounting firms need a client management system to organize client data in one place, track interactions, automate client follow-ups, and improve collaboration. This helps eliminate spreadsheets and scattered communication, making client management seamless.
Financial Cents gives you a single client view that brings together contacts, emails, tasks/work, notes, documents, passwords, and recent activity, eliminating the need to juggle spreadsheets, inboxes, and shared drives.
Yes. Financial Cents provides a complete audit trail of client interactions, so you know who contacted a client, when, and about what, keeping your team informed and improving client service.
Yes. Financial Cents uses encryption and secure portals to store sensitive data like client passwords and financial documents, ensuring compliance and data protection.
Yes. You can securely request documents and information from clients and have the system automatically follow up via email, so you don’t waste time chasing files. Client uploads attach right to the client record.
Yes. You can create custom fields to store unique client data and filter your client list for better organization and reporting.
Yes, you can use client groups to segment by service type, entity type, industry, or tier, then filter, report, or trigger actions (like reminders) across that segment.
Yes. Because Financial Cents ties client records to active work, you can quickly see open tasks, deadlines, and recent updates, so you know exactly where each client stands before you pick up the phone.
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!