Stay ahead with Canadian Data Residency – Secure Canadian File Storage
Stay Compliant, Stay Local: Tailored for Canadian Accounting Firms
- 100% Canadian Data Residency
- Full Compliance with Canadian Laws
- Seamless Integration
Financial Cents’ Canadian file storage ensures your firm is compliant with Canadian data residency laws.
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.
“Financial Cents is allowing everyone in my office to have access to the same information. It keeps us all on the same page. Knowing what needs to be completed each week will aid in not having something fall through the cracks or missing a deadline.”
Sue D
Enhanced Data Security
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.”
Crystal M., Bookkeeper
Streamlined Audits
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.”
Sonja J., Business Accounting Specialist
Cost-Efficient
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.”
Amanda B., Accounting Practice Owner
Some issues our All-new Canadian file storage solves in your firm.
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.
Eliminate Data Resiliency Concerns
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.
Get ahead of Complex Compliance Workflows
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.
Never have to worry about Data Security Issues
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.
FAQs and Answers about Financial Cents
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:
- A dashboard that provides a bird’s eye view of all projects
- The ability to delegate work and set deadlines
- The ability to see team capacity and reassign work
- Reports that give you insights into how work is progressing
- Time tracking that works both manually and automatically
- Client profiles for accessing client information
- Automations to reduce the time spent on manual work
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.
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.
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.
- Capacity management: Get a complete picture of everyone’s capacity at a glance so you can easily re-assign work for overburdened staff.
- Effective hourly rate: Identify which fixed fee clients are over budget and out of scope. You can use this data to fix your monthly engagements and increase firm profitability.
- Time tracking: See how many hours it’s taking your staff to complete work compared to the budgeted and billable hours.
- Client tasks: Find completed and incomplete client tasks so you can set up automations to follow them up.
- Team activity: Know what your team is currently working on. PS: Your team must be tracking time for you to see what they are working on.
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:
- Capacity management: Get a complete picture of everyone’s capacity at a glance so you can easily re-assign work for overburdened staff.
- Effective hourly rate: Identify which fixed fee clients are over budget and out of scope. You can use this data to fix your monthly engagements and increase firm profitability.
- Time tracking: See how many hours it’s taking your staff to complete work compared to the budgeted and billable hours.
- Client tasks: Find completed and incomplete client tasks so you can set up automations to follow them up.
- Team activity: Know what your team is currently working on. PS: Your team must be tracking time for you to see what they are working on.
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.