Centralize team collaboration on the actual work
Conversations, emails, files, notes and more on the work so everyone has what they need to get their work done.
Michael McMullin
Managing Partner, Jack Trent & Co
Collaborate on the actual work
Have team discussions on the actual work so assigned the work is in the loop. @mention team members and even share files.
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Collaborate on emails
Delegate emails as tasks to team members, pin emails to related work items for team members to see, and even internally tag team members on emails to keep everyone in the loop.
Start free trialCollaborate on client notes
@mention team members on important client notes so they don’t miss any important client information added to the client’s profile.
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Team collaboration features for accounting teams
@mentions
Tag team members on work, email, and client information to easily keep them in the loop
File sharing
Share important documents and images with team members when collaborating
Shared inbox
Have a shared team inbox to collaborate on client emails and ensure nothing slips through the cracks
Auto-updates
Automatically notify team members when work is ready to being with automations
Loved by over 10,000 accountants, bookkeepers and CPAs
Accounting Team Collaboration FAQs
Team collaboration in accounting refers to how staff communicate, share information, and work together on client projects. It involves sharing files, notes, emails, and updates in real-time to reduce miscommunication, avoid duplicated work, and ensure timely delivery of services.
Yes, Financial Cents is designed to be a powerful collaboration platform for accounting teams. It centralizes team communication, document sharing, email management, and client notes, all in the context of the work being done. Your team can @mention each other, share files, assign emails as tasks, and stay aligned on client work without switching between tools. This makes it easier to collaborate, reduce miscommunication, and ensure nothing falls through the cracks.
Yes, you can easily @mention team members on tasks, emails, or client notes to notify them of updates or assign responsibilities. This keeps communication focused on the actual work and improves accountability.
Yes. Financial Cents offers a shared inbox feature where accounting teams can manage client emails collaboratively. You can assign emails as tasks, pin them to relevant work, and keep internal discussions connected to client communication.
Absolutely. You can leave notes on client profiles and tag team members to alert them to important updates. This ensures critical information isn’t missed during ongoing work or handoffs.
By keeping all communication, documents, and updates tied directly to the work, Financial Cents eliminates back-and-forth emails, scattered notes, and miscommunication. Teams save time, reduce mistakes, and complete projects faster.
Yes, Financial Cents is cloud-based and designed to help remote, hybrid or on-site accounting teams collaborate in real-time. Whether you’re in-office or distributed, everyone can access files, communicate, and track progress in one place.
Absolutely. You can create separate workflows or folders for each department and still collaborate across them with shared visibility, file access, and team tagging, ensuring seamless inter-department communication.
Yes. Financial Cents uses industry-standard encryption and secure access controls to ensure your client data and internal communications are always protected.
Yes. You can assign tasks, track progress, and see who is responsible for each step in your workflow. This transparency helps with accountability and keeps projects moving forward.
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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!