Insights For Firm Founders

Insightful tips to take your firm to the next level

11 Must-Attend Accounting Conferences in 2023

Accounting conferences help you see how fast the landscape is evolving and get equipped to catch up. In this article, you’ll find the top accounting conferences firm owners like you will be attending in 2023 and get the answer to the question, “are accounting conferences worth attending?”

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Workflow Templates: Drag & Drop Tasks (New Feature)

Workflow Templates: Drag & Drop Tasks We just made an update to our workflow templates that makes it easier for you to customize them! Now you can easily drag and drop the tasks to reorder the steps in your workflow templates. This allows you to: Watch this 15-second video to

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New Features

Workflow Template Updates

Workflow Template Updates! Now you can make more detailed templates in Financial Cents to better streamline your process! Here are some of the new updates to the Templates:

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New Features

New Feature: Profile Pictures for Your Assignee Icon

New Feature: Profile Pictures for Your Assignee Icon We just released an exciting new feature that makes your experience in Financial Cents more personal! 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.

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New Updates to the Client CRM

New Updates to the Client CRM Over the past few months, we have received a lot of feedback on how to improve our Client CRM and are excited to announce that we have just released the first version of those improvements! See them below! Client’s Contact Information Upon popular demand,

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New Feature: Customize Your Task View

Customize Your Task View Given the many requests, we just release a new feature that lets you change your tasks view! You can now view it in a list or board format so you can manage your tasks the way your team prefers it!  We have set the list view

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