An accounting client portal your clients will love

Requests, secure folder sharing, communication, billing, proposals and more all within in a simple and modern passwordless portal.

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Dashboard showing open and closed requests like Advisory Services and Monthly Bookkeeping.

“My clients like how easy and simple the client portal is to use…everyone has just started using it without instruction, so I like it too.”

David Sims

Treasury Manager, UNC Health Care System

A single portal for all client needs

Stop confusing clients with multiple client facing solutions. With Financial Cents you can enhance client experience by offering a single portal for all their needs.

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Authentication screen asking user to enter a code sent to their email at financial-cents.com.

Focused on an amazing client experience

With our secure magic link technology your clients will be able to access the portal without ever having to create a username or password enabling you to get client responses faster.

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Client requests

Easily request information and reduce the client chase with automated reminders while making it easy for your clients to upload the information through our secure passwordless portal.

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Request dashboard with open and closed tasks, and a notification of client completion.

Client communication

With our secure magic link technology your clients will be able to access the portal without ever having to create a username or password enabling you to get client responses faster.

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Folder sharing

Securely share folders and files with clients so they can easily access important documents when needed.

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Folder list showing client uploads like Bookkeeping and Payroll, dated February 11, 2025.

Transaction list for Bob’s Boots with vendor names, dates, amounts, and saved memos.

Uncategorized transactions

Automatically ask your clients about uncategorized transactions in QuickBooks Online and recategorize them all from Financial Cents.

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Invoicing and payments

Get paid faster by making it easy for your clients to pay invoices with a intuitive design and automated payments.

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Payment screen showing 8 due with credit card and ACH options on mobile and desktop.

Sign and accept screen with form fields and digital signature for accepting a proposal.

Proposals

Win clients with professional online proposals that make it easy to upsell extra services.

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Client portal features for accounting firms

Passwordless portal

Enhance client experience by making it easy for them to securely access their portal.

Auto-reminders

Stop the client chase by automatically reminding clients about outstanding items.

Client requests

Seamlessly request client information to get client responses faster.

Folder sharing

Securely share folders with clients and keep them organized in one place.

Client communication

Easily communicate with clients in one secure location.

Uncategorized transactions

Ask clients about uncategorized transactions and recategorize them from within Financial Cents.

Invoicing and payments

Get paid faster with a seamless invoice and payment experience  for clients.

Proposals

Send legally binging online proposal to clients to drive more revenue.

Accounting, bookkeeping & CPA firms ❤️ Financial Cents

Whole-Frame5298 • 12h ago •

I use FC and love it. Integrates with QBO and keeps emails under each client’s dashboard. Easy for clients to securely upload docs and also has a vault per client for passwords. And lots of workflow templates. They just came out with billing directly thru FC.

Financial Cents User Group Dana Denton • 1h •

Wow!! I don’t know if this is because of FC (or maybe end of year panic, or a bit of both?!), but I set all my clients up on recurring monthly projects with auto requests for documents last month, and i have never had sooo many responses and uploads from clients as i have had in the last 2 days!! My inbox is full and it sure feels like I have an entire month of work waiting for me!

Financial Cents User Group Jenny Rost • 1h •

It’s FC for sure!!! Our clients are so much more responsive with the client tasks and the client portal. My 1099 process this year is going so smooth, I’m a little nervous lol!

James Castaldo Owner, James Castaldo CPA & Associates

Ease of use. It is very simple but powerful. We were considering another software until we saw Financial Cents. With it’s beautiful and simplistic design, it’s helped to organize our firm and keep us updated with our clients on a more regular basis than ever before.

Whole-Frame5298 • 12h ago •

Financial Cents User Group Dana Denton • 1h •

Financial Cents User Group Jenny Rost • 1h •

It’s FC for sure!!! Our clients are so much more responsive with the client tasks and the client portal. My 1099 process this year is going so smooth, I’m a little nervous lol!

Brad Messner, EA, CBSA,…

@bradmessner

I can’t like this statement enough: ”@_FinancialCents manages upgrades well, has not been buggy and hosts a regular session on what’s new. 👍”
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.

Jonathan Burns 4 years ago

Financial Cents is AMAZING and does almost everything we need to manage our client work, track billable hours and communicate internally and with clients.

Financial Cents User Group Cinthia Saliconioni • 24m •

Rave reviews from clients! Getting lots of unprompted feedback that they are loving providing docs through client tasks and sending messages.
One of my top goals is to make the process easier for clients. Glad I made the switch!

Financial Cents User Group Tammatha Denyes • 1h •

I love FC. Our entire team has upped it’s game with this app AND the CS is fantastic!

Brad Messner, EA, CBSA,…

@bradmessner

Jonathan Burns 4 years ago

Financial Cents is AMAZING and does almost everything we need to manage our client work, track billable hours and communicate internally and with clients.

Financial Cents User Group Cinthia Saliconioni • 24m •

Financial Cents User Group Susan Burt • 43m •

I’m 4 days into my Financial Cents trial and really liking it. Very easy to set up, user friendly and does what I need it to do. Really like the effective hourly rate too. I asked a question in their app chat, and had a response within 30 minutes. I’m sold!

Daniel Breez Yesterday at 6:46 AM

One of the best features of Financial Cents is the ability to give clients a to-do item and have the system automatically follow up until they get it done. I’m even using it for something as simple as “save finalized tax return for your records.” So many times clients have asked me, “where can I find last year’s tax return.”
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!

anonymous • 2 months ago •

My office has used FC for about 18 months now and we love it. It integrates with QBO which is a godsend when migrating clients over. We use the automated reminders for collecting docs all the time too!

Chris Wicks Owner, CHW Bookkeeping

Highly recommend! Great price, time saver and better than the other options I tried like Jetpack and Aero.

Financial Cents User Group Susan Burt • 43m •

Daniel Breez Yesterday at 6:46 AM

anonymous • 2 months ago •

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