Workflow SOFTWARE for accounting firms and to-do lists
Easily track client work & hit deadlines
Keep work from slipping through the cracks by tracking the status of client work, who’s working on what, and having all your deadlines in one place.
Nancy Wilson
Managing Director, JNW Group
Never miss a client deadline again
Easily track status of work and deadlines across your firm in one simple view. With the visibility the dashboard provides, you’ll easily be able to prevent things from falling through the cracks and never miss another client deadline.
Stay informed with team collaboration
Is your team missing important client updates and notes? That ends with Financial Cents. Our built-in collaboration lets your team discuss tasks, ask questions, share files, and get notified about work on the actual work to keep everyone in the loop.
Automate recurring work and other low-admin tasks
Automatically recreate recurring work, clients and team updates, as well as other low admin tasks to save time and drive productivity and improve firm profitability.
Take control of your inbox with email integrated into your workflow
With our email integration, you’ll be able to declutter your inbox with a focused folder for client-only emails. Adhoc emails requests and important email updates from clients will never get lost in your inbox again since you can simply turn them into work and delegate to your team all from within Financial Cents.
Scale your firm with documented processes
Use workflow templates to streamline your accounting processes and maintain work quality as your team grows. Whatever your workflow processes are, you have multiple options to set them up and running within minutes. You can use any of the templates in our library, upload yours, or use AI to generate workflow checklist templates in seconds.
Accounting workflow software features
Dependencies
Automatically have your staff notified when their work is ready to begin
Workflow filters
Get visibility by filtering your view to see work for by specific client, employee, or tag
Internal file sharing
Share files and store documents on work so your team has everything they need
Recurring work
Schedule recurring work to automatically recreate future copies so you don’t have to
Turn emails to projects
Track ad hoc client request in Financial Cents by turning emails into projects
Team collaboration
Collaborate on work with your staff and keep everyone in the loop with real-time notifications
Workflow templates
Streamline your process with our best practice workflow templates or create your own
Subtasks
Create step by step instructions so your current and new employees can get the job done
All-in-one accounting practice management software
Consolidate apps. Drive productivity.
Work Management
Client Portal
Email Integration
Proposals & ELs
Billing & Payments
Client CRM
Track work & hit deadlines
- Always know the status of work
- Document & automate processes
- Centralize information on the actual work
- Collaborate with team & clients in one place
WOW your clients with a modern portal
- Provide one portal for all your clients’ needs
- Seamless access with a secure, password-less portal
- Impress clients with a simple & modern design
- Get client responses faster to complete their work on time
Overcome inbox overwhelm
- Declutter your emails with a client-focused inbox
- Manage client requests by creating work from emails
- Ensure no email slips through the cracks by pinning it to work
- Track all conversations between your team and clients with an audit trail
Simplify & automate client onboarding
- Impress clients with branded, modern proposals
- Eliminate AR by collecting payment information upfront
- Convert prospects faster with legally binding e-signatures
- Auto-invoice clients once a proposal is signed
Improve cash flow while saving time and money
- Streamline operations with automated billing
- Get paid faster with seamless online payments
- Identify your most profitable services, clients & team members
- Sync invoices seamlessly with QuickBooks Online
Securely centralize client information
- Keep your firm organized as you grow
- Help your team easily find everything they need
- Keep an audit trail of all client activity and communication
- Keep client information stored in one secure location
Meet the specialists who will walk you through Financial Cents, map it to your workflows, and help you simplify your operations from day one.
Hi Kasey, We are truly impressed by not only your turnaround on our issue, but specially that you are clearly taking interest in our business needs. If this could be the basis of our relationship going forward, we would like to be partners!”
Caroline Moreau, CPA Auditor
“Will from Financial Cents can help you with a demo and any questions you may have. As you know, FC changed my life more than any other technology item we have ever added. Life changing in all ways!”
Sam S., CPA
“Hi George, Brianna here and I just wanted to reiterate how impressed I am with the development of the Financial Cents software, and the ease of your demo. It wasn’t too complicated or confusing, every feature and functionality flowed smoothly into the next area, and I love the use of colors, space and animation in the software.”
Brianna Goodman
“You don’t understand how mind-blowing this is. It blows me away in such the best way, like it makes my soul happy. This makes my life easier.”
Bri Smith, CPA
Fill the form below to book a personalized demo with one of our specialists.
On average, firms save 56 hours month & 19,200 every year with Financial Cents
The only app you need to run your solo firm at one affordable price.
Get started for freeOnly for single user firms
- Workflow and to-do lists
- Workflow automations
- Client tasks & requests
- Client portal
- Secure file sharing
- Document management
- Client CRM & database
- Time tracking
- Invoicing & billing
- Proposals & engagement letters
- QuickBooks Online Integration
- Budgeting & reporting
- E-signature
Hit deadlines with more visibility, collaboration, and organization.
Get started for freeIncludes
- Workflow and to-do lists
- Workflow automations
- Client tasks & requests
- Client portal
- Secure file sharing
- Document management
- Client CRM & database
- Time tracking
- Invoicing & billing
- Proposals & engagement letters
- QuickBooks Online Integration
- Budgeting & reporting
- Integrated email
- E-signature
- Unlimited tags, client groups, and custom fields
Increase firm productivity with more automations & integrations.
Get started for freeEverything in Team Plan, plus
- Auto-follow ups for client tasks
- Customize client task emails
- Task dependencies
- Auto-send email updates
- Auto-create work
- Optional upsell services in proposals
- SmartVault Integration
- OneDrive & Google Drive Integration
- Zapier (5,000+ Integrations)
- Open API
- Branded client portal
- Shared email Inbox
- Multiple email integrations per user
- Profitability reports
Advance support, security & customization for large accounting firms.
Contact salesEverything in Scale Plan, plus
- IP Fencing/IP Whitelisting
- Mandatory 2FA Option
- Custom user permissions
- Webhooks
- Priority support
- Premium training & onboarding
- Dedicated customer success manager
Hit deadlines with more visibility, collaboration, and organization.
Includes
Increase firm productivity with more automations & integrations.
Everything in Team Plan, plus
Advance support, security & customization for large accounting firms.
Get started for freeEverything in Scale Plan, plus
Loved by over 10,000 accountants, bookkeepers and CPAs
Accounting Workflow Software FAQs
Accounting workflow management software is a tool that helps accounting firms automate, organize, and track recurring processes like client onboarding, tax preparation, payroll, and monthly bookkeeping. It ensures nothing falls through the cracks and improves overall efficiency.
Workflow management software for accounting firms streamlines operations, reduces manual errors, improves team collaboration, and provides visibility into task statuses, making it easier for firms to meet deadlines and scale their services.
You can learn more about: What is Accounting Workflow Management?
Financial Cents allows accounting firms to create standardized workflows with recurring tasks, automated reminders, time tracking, and real-time progress dashboards, helping teams stay organized and on track.
Yes, Financial Cents provides real-time visibility into the status of all client work so you can monitor deadlines, identify bottlenecks, and ensure timely delivery.
Yes, Financial Cents is built to support growing and large accounting firms with features like workflow automation, capacity management, time tracking, billing and automated payments, powerful reporting, and more. It scales with your team and helps manage complex workflows across multiple departments or locations.
You can automate recurring tasks, client reminders, document requests, deadline tracking, and dependencies, freeing up your team to focus on high-value work.
With clear task assignments, deadlines, and activity logs, workflow tool like Financial Cents makes it easy to see who’s responsible for what, reducing miscommunication and increasing accountability.
Yes, Financial Cents integrates with tools like QuickBooks Online, Gmail, Outlook, Zapier, Ignition, SmartVault, OneDrive, Google Drive and more, so you can streamline your workflows without switching between platforms. See a list of our integrations here.
Yes, Financial Cents lets you create and customize workflow templates for services like bookkeeping, tax prep, audits, and payroll, saving time and ensuring consistency.
You can also access our prebuilt templates and use the template library to access over 200 templates created by other accounting, bookkeeping and tax firm owners like yourself.
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.
One of my top goals is to make the process easier for clients. Glad I made the switch!
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.
One of my top goals is to make the process easier for clients. Glad I made the switch!
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!
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!