A CRM built for Accountants & Bookkeepers
Use Financial Cents to communicate with your clients & store all their information in one place so it’s always easy to find
A Better Way to Keep up With Your Clients
Store all your client information in one place
Keep all your client information in one place so its always easy for your team to find. Anything from simple notes, contact information, documents, and passwords for their apps.
A record of your team’s client interactions 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.
Know exactly where you stand with a client
Know exactly where you stand with a client with our activity dashboard. It will show you when you last spoke to a client, how happy they were with you, your time tracked, your billings, and how much you make on an hourly basis with them.
Manage all your clients in one simple view
With our CRM dashboard you can manage and compare all your clients in one simple view. See which clients you havent spoke to in a while, which clients are the most happy with you, which ones you spend the most time on, and most importantly which are your MOST PROFITABLE CLIENTS.
Automate your client-data collection process
Automatically request docuemnts and communicate with your clients with our client portal and let Financial Cents follow up with them for you until they complete the request.
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
People interested in Accounting CRM also viewed
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