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
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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!