Accounting Project Management Software

Easily track client work and hit your accounting deadlines with reliable project management:

Set up and delegate work
Track recurring work
Keep things from falling through the cracks

Before Financial Cents

You struggle to know where things stand across your firm. You don’t know who is working on what and everything feels disorganized with your staff. You feel drained from constantly playing catch up with deadlines and your employees are burnt out.

You’ve finally come to realize that accounting project management based on multiple spreadsheets, paper checklists, sticky notes, and memory doesn’t work..

After Financial Cents

You know the status of work and what to do to meet deadlines. You know who is working on what and who to hold accountable for client work. You feel zen and peace. You feel efficient and your team looks forward to working everyday. Everyone is in tune and on the same page.

You can now confidently scale your firm with ease, thanks to accounting project management system features that let you:

Easily track the status of client work
Collaborate with your team remotely
Automate client data collection
Securely store all your client data in one place

Run your firm with one easy to use accounting
project management tool

Project
Management

Workflow Automation

Email Management

Client Database

Client Portal

Document Management

Time Tracking & Billing

Keep things from falling through the cracks

Delegate work, monitor your staff’s progress and track due dates in one simple view. Have all your communication and documents stored in one place for your staff to access and get their work done

Never miss important updates and progress reports again.

“Financial Cents is extremely easy to use and their customer service is excellent! Any time we have had a questions, their customer service department has answered in less than a half-hour.”

Sheri H | Accounting Practice Owner

Keep things from falling through the cracks

Automate & streamline your tax firm

Automate client data collection, create checklist templates, send automated reminders to your team, and automate recurring work

Project management with less manual work is the future.

“For us, Financial Cents solved some key pain points: #1. Project management – it allows managers to see what projects are outstanding, which are only partially completed and which are upcoming. It provides confidence that tasks are not following through the cracks. #2. It has helped us define our workflows and communicate them to all staff.”

Caroliyne D | Accounting Practice Owner

Scale your firm with project management Insights

Identify bottlenecks and over budget work, easily manage firm capacity, and identify the clients killing your firm’s profitability

Get the insights you need to make data-informed decisions and scale your firm fast.

The ability to change the workflow views for each team member so that they can see their own work in a way that suits their style. As management we love the capacity report to see who has time for the new clients we sign on. The client dashboard allows everyone to be able to see at a glance all the important information pertaining to that client.

Amanda B | Accounting Practice Owner

Scale your firm with project management Insights

Get your team on the same page

Rather than working from different spreadsheets and on different timelines, get your team connected and collaborative with notes and mentions, tags, and chats on client work. Keep everyone in the loop with a shared inbox and email integration that lets you turn emails to projects and assign them to your team.

By using an accounting task management software like ours, you can keep everyone in the loop so nothing falls through the cracks.

Biggest pain point resolution for us was the collaboration abilities: chat style with the ability to “call out” particular staff members and keep the notes. Too many things were in people’s heads, or in their email boxes, not connected with the project or client. I will no longer hear “the client emailed me the info” or “the client texted me the info”.

Cathleen V. | Accounting Practice Owner

Make your clients
responsive and accountable

Clients taking forever to send you documents and information? With Financial Cents, you will be able to automate client data collection and set up automated follow ups until clients complete their tasks. Firms who use this feature save 20+ hours a week and get documents from clients within days.

Financial Cents has allowed me to be more efficient, bill more accurately, and let go of wasted time chasing clients for information. I am surprised at how much better this tax season is going as a result of using this software.

Jaclyn D. | Accounting Practice Owner

Make your clients responsive and accountable

Start you 14-day free trial

Don’t take our word for it… See how over 1,000 CPA’s have used Financial Cents to scale their firm.

“Ease of use, the screens are laid out in an organized manner so that it’s easy to understand and when you do have questions there are training videos exactly where you are so you don’t have to stop and go and look for them for a quick refresher of what the screen is supposed to do for you.”

Dr Joy B.

“I love how easy it is to use Time Tracking and how it seamlessly integrates with QBO to bill my clients for work I’ve done on their behalf. And the Project Management is great for keeping my team working on what’s most important and tracking progress on each project.”

Marie Alana B.

“The ability to change the workflow views for each team member so that they can see their own work in a way that suits their style. As management we love the capacity report to see who has time for the new clients we sign on.”

Amanda B.

Our small firm was looking for an affordable solution to our spreadsheet project management. We needed something that would solidify our workflows, see project status across the firm, and allow for team collaboration (without having to use email!). Financial Cents has hit all 3 of our must-haves.

Carolyn D.

More Customer Testomonials

Questions about our accounting project management System? Read our FAQ’s

Does the free 14-day trial provide access to all the features?

Yes, you will have access to all the features that Financial Cents has to offer during your free trial. Our workflow 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 upload all your client information.

How do the project management tools help help keep projects from falling through the cracks?

Financial Cents makes project management easier for accounting firms through features that help you:

Track the status of client work
Quickly see who’s working on what,
Know where everything stands in one simple view

The built-in reminders also keep your team on top of client work and deadlines so that projects are on track.

What kind of support does Financial Cents offer?

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.

How does FC help me automate client data collection?

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.

What reports are available in Financial Cents?

We offer several reports that give you insights that help you identify bottlenecks in your process, drive efficiencies, and boost your firm’s profitability. Some of those reports include capacity management, measuring your effective hourly rate, and time tracking reports.

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.

Can time tracking be integrated with Quickbooks for Invoicing?

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.

Learn more about our Accounting Project Management Software

Our vision

At Financial Cents, we know you want to run an efficient accounting firm that can confidently scale and grow.

In order to do that, you need a project management software for accounting firms that allows you to streamline your processes, track the status of client work, and help ease your project management so you can consistently hit client deliverable deadlines.

We know there comes a certain point where having multiple spreadsheets, sets of sticky notes, and other pen-and-paper methods just don’t work for an accounting firm’s task management.

At Financial Cents, we want you to have the freedom to focus on your clients and getting tasks done on time — not worrying about projects or deadlines falling through the cracks.

We understand how stressful it is when you don’t have a clear vision of where your projects are. That’s why we developed a project management software for accounting and bookkeeping firms that…

Is easy to use, quick to implement and learn, and drives staff adoption
Has easy-to-use workflow management
Makes time tracking easy
Keeps client management and data in one place
Built-in project reminders and client data collection

Stop worrying about missing deadlines, losing client data, or not knowing where projects stand.

Instead, work with Financial Cents and experience confidence in having a clear view of project management, prevent work from falling through the cracks, bring more automation to your business, and have instant insights into your firm — all while delivering consistent and exceptional client work!

Wondering how Financial Cents changed the way other accountants manage their work? Read a few user reviews below, or click here for more reviews.

Kay Gregg – Owner, Gregg Solutions:

“We Love Financial Cents! Great user friendly UI, love the dashboard, found it easy to organize my workflow, integrates with QuickBooks Online and awesome customer support! Also, they are constantly adding new features..”

Husain Haroun – Owner, HBT Accounting:

“The software application is very easy to use and intuitive without a need of long time training. Overall I believe this product is superior compared to other similar practice management applications you guys are doing. Great job!”

Phil M:

“The product is very easy to implement and as a result you can begin using the product quickly and efficiently. The FC team is continually upgrading the product based on user feedback and suggestions. As a result we look forward to scaling with this product as our business grows and our demands become more prevalent. Customer support is quick and decisive.”

Financial Cents exists to serve a variety of financial institutions, including:

You can also view our collection of FREE bookkeeping & accounting templates:

Why is an effective accounting project management tool important for your firm?

Probably every firm has experienced working with piles of sticky notes, binders, or several scattered spreadsheets when trying to track their clients and projects.

After all, when a firm is young or has few people working in it, these basic tools can usually get the job done.

However, when your client list or staff size reaches a certain point, it’s hard to continue growing and scaling when you rely on these basic or generic project management tools.

And even if you had a well-organized spreadsheet, you may be finding that they lose their value when your firm reaches a certain size.

That’s why we designed Financial Cents — to make your project management simple, effective, and powerful.

Everyone in your firm can see the exact status, work, documents, and other client information in real-time. No more needing to check with someone to “make sure the spreadsheet is updated”!

Experience the power of project management designed specifically for accounting firms with Financial Cents!