Client relationship management is an integral part of a business, yet it is one of the most challenging aspects that many companies struggle with.
September 8, 2020
Are your clients tired of entering the verification code to access their client task portal? Now they can select "Remember this computer for 30 days" so they won't have to…
August 19, 2020
The global crisis caused by the COVID-19 pandemic has moved the world into unprecedented times.
August 17, 2020
Cloud computing is an essential technology that can benefit every business. In the past, only large corporations could afford this type of technology, but thanks to innovative products through the…
August 13, 2020
The coronavirus has shaken up all industries, and the accounting sector is no exception. CPA firms need to adjust to the global impact of COVID-19 accordingly. How are they soldiering…
August 11, 2020
We just released a few new features this week that were being requested by our users!
August 11, 2020
Now you can store all your client’s passwords and other sensitive information in one secure location.
July 29, 2020
We just released a new feature that lets you create custom fields on your client's profile page so you can see all of your important client info in one view.
July 29, 2020
Now you collaborate with your clients on work inside Financial Cents in real-time!
April 23, 2020
You can now automate your client-data collection process in Financial Cents with client tasks & auto-reminders!
April 8, 2020
Now you can manage what your staff can see and do in Financial Cents with customizable user permissions! So they only have access to the things you want them to…
March 9, 2020
We just made an update to your workflow overview that makes it easier for you to manage your staff's workload!
January 17, 2020
