Financial Cents News

Insightful strategies and tactics to grow your firm.

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New Feature: Ability to put tasks on hold

We just released a new feature that will allow you to keep track of which tasks you are waiting on something outside of your control…

March 11, 2019

Article Financial Cents News

New Feature: Workflow Templates

We just released a new feature that will allow you to create a project and all of its tasks in seconds!

March 11, 2019

Article Financial Cents News

New Feature: Email Notifications

We just released an awesome new feature this weekend that will help your team collaborate more effectively!

May 20, 2019

Article Financial Cents News

New Feature: Turn Any Email Into a Task

Now it's easy for you to keep track of new client requests and create new tasks on the go with this new feature!

July 22, 2019

Article Financial Cents News

New Feature: Profile Pictures for Your Assignee Icon

You can now upload your own profile picture/ avatar for your image icon! When uploaded your profile picture will be displayed on the following items.

August 27, 2019

Article Accounting Templates

New Feature: Workflow Template Updates

Now you can make more detailed templates in Financial Cents to better streamline your process!

December 24, 2019

Article Accounting Templates

New Feature: Workflow Templates: Drag and Drop Tasks

We just made an update to our workflow templates that makes it easier for you to customize them!

January 6, 2020

Article Accounting Workflow

New Feature: Get visibility into your accounting workflow

We just released a new feature that makes it easy to see how much client work lies ahead so you don't get surprised and fall…

January 11, 2020

Article Financial Cents News

New Feature: Easily manage your staffs workload

We just made an update to your workflow overview that makes it easier for you to manage your staff's workload!

January 17, 2020

Article Financial Cents News

New Feature: Customizable User Permissions

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…

March 9, 2020

Article Accounting Workflow

New Feature: Automate Client Data Collection

You can now automate your client-data collection process in Financial Cents with client tasks & auto-reminders!

April 8, 2020

Article Accounting Workflow

New Feature: Streamline Client Communication

Now you collaborate with your clients on work inside Financial Cents in real-time!

April 23, 2020