Financial Cents & ProSeries
Print tax returns from ProSeries straight into Financial Cents. Every return lands in the right client folder, automatically. No extra uploads, no hunting around.
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Three steps, and your tax returns live with the rest of your client work
Financial Cents connects to ProSeries through our Google Drive two-way sync. Here’s what happens when you hit print.
Save or print from ProSeries
Send the return to the client’s Google Drive folder, the same way you already save files from Lacerte.
We sync it automatically
The file flows from Google Drive into the matching client folder inside Financial Cents within minutes.
Your team finds it instantly
Preview or download the return in Financial Cents, or click through to open and edit it in Google Drive.
Marcus S.
Source: Capterra
Print directly from ProSeries with the Google Drive desktop app
Install the Google Drive desktop app and your Drive folders show up as local folders on your computer. From inside ProSeries, print to the client’s folder on your desktop. Same workflow, same muscle memory.
The file flows from your desktop to Google Drive to Financial Cents automatically. No switching tabs, no separate upload step.
How to get started
Import your clients from ProSeries
Export your client list from Lacerte and bring it into Financial Cents using a CSV file.
Connect Google Drive
Set up the two-way sync so files move between Google Drive and Financial Cents automatically.
Start printing to Financial Cents
Once your clients are linked to their Drive folders, anything you save or print from ProSeries appears in Financial Cents within minutes.
Stop moving tax files by hand.
Connect ProSeries to Financial Cents and let every return land where it belongs, automatically.
Explore the full integrationFrequently asked questions about the ProSeries integration
Financial Cents connects to ProSeries through Google Drive. You save or print files from ProSeries into a Google Drive folder, and the two-way sync brings them into Financial Cents automatically.
A Financial Cents account on the Scale plan and a Google Drive account. Follow the three-step setup above to connect everything.
Files typically appear in Financial Cents within a few minutes. The initial full sync—if you choose to pull in existing files—wraps up in under 10 minutes for most accounts.
Yes. The sync is two-way. Files added in Financial Cents show up in the linked Google Drive folder, and anything added to Drive appears in Financial Cents.
See other integrations
Connect Financial Cents with your favorite tools to automate workflows, reduce manual data entry, and keep your team in sync.
Google Drive
Upload and download files between Google Drive and Financial Cents with ease.
DrakeTax
Store and access your Drake Tax files through Google Drive, directly from Financial Cents.
UltraTax
Keep UltraTax documents organized through Google Drive, accessible from any client in Financial Cents.
Lacerte
Access and share Lacerte files through Google Drive without leaving your Financial Cents workflow.
ProConnect
Connect ProConnect files to Financial Cents through Google Drive for a smoother tax workflow.
TaxAct
Store TaxAct client files through Google Drive and access them from within Financial Cents.
CCH Axcess
Keep CCH Axcess documents within reach through Google Drive, right inside Financial Cents.
Abacor
Publish meeting notes, transcripts, and action items from client calls directly into Financial Cents timelines — without lifting a finger.
Ping
Capture action items from client conversations and push them straight into Financial Cents as tasks, with meeting notes auto-synced to the right client record.
Ignition
Connect proposals, payments, and projects effortlessly with the Ignition integration, keeping everything in sync automatically.
QuickBooks Online
Import clients, link employees, and sync time logs effortlessly with QuickBooks Online.
Gmail
Import and send emails directly from within FC, keeping your communications in one place.
Outlook
Seamlessly sync your Outlook emails to manage all your client communications from FC.
Adobe Sign
Send e-signature requests and track their progress without leaving your project workspace
SmartVault
Link client vaults directly to their profiles for secure and streamlined document management.
OneDrive
Integrate your OneDrive to upload and download from within Financial Cents
Anchor
Create a new client & project in Financial Cents when a proposal is signed.
Zapier
Integrate Financial Cents with over 5,000 other apps to keep data in sync across your tech stack
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