A Client Management Solution built for Accountants & Bookkeepers
Use Financial Cents to keep all your client communication & information in one place so it’s always easy to find
A Better Way to Keep up With Your Clients
Keep all your client information and data in one place
Keep all your client information in one place so its always easy for you and your team to find. Anything from simple notes & contact information to usernames & passwords for their apps.
Client communication made easy
Stop working in and out of your email to communicate with your clients. Send important information, ask a question, or even request information from them at the click of the button.
A record of all your client communication in one simple view
Every client interaction & detail logged in one place so your team knows who last contacted a client, what was said, and when that was. Now, when a client calls you will instantly know where you stand.
Identify your least profitable & pain in the ass clients
It’s tough, but sometimes you got to let the bad clients go. Identify which clients are costing you the most money & time so you can keep enjoying what you do.
Accounting CRM Features
Client Details
Store important client information like contact information & passwords in one place
Client Communication
Send your client an email from within our app at the click of a button
Activity Timeline
See all your client details & interactions in one simple view
Time Tracking
Easily track your time & keep your teams time records all in one place
Billings
Easily track how much & what you are billing your clients for every month
Effectively Hourly Rate
Easily identify your most profitable clients by comparing your effective hourly rate between all your clients
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Automate Your Firm in 3 Simple Steps
It takes less than 90 seconds!
1) Invite Your Team
2) Add Your Clients
3) Create a Project & Duplicate it Across Clients
No Credit card, No Contracts