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 behind on your deadlines!

Now at the top of your Project & Task View you can see the # of projects or tasks Due Today, This Week, Next Week, & Overdue.

This will give you constant visibility into your client workflow so you can plan ahead and never get blindsided by upcoming projects. Check out the new feature below.

Accounting Workflow Software

We will be releasing another update to the workflow snapshot that will allow you to see the number of projects due for your staff so you can better manage your staff’s workload.

  

Get more visibility into your client workflow with Financial Cents!

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Learn about more of our accounting practice management software features.

By Shahram Zarshenas

Laying the foundation to scale your firm is tough. You have to document your workflows, establish collaboration channels for your team, and implement the right tech to overcome the challenges you will face as you.

Shahram Zarshenas has helped thousands of accounting firms overcome these challenges. He is the CEO of Financial Cents, an easy-to-use practice management software built to help accounting firms track the status of client work, collaborate with their team, and get work done.