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:

  • Easily edit or improve your workflow templates in Financial Cents in a few seconds.
  • Easily streamline your process and maintain quality across your team.

Watch this 15-second video to see this new feature in action!

Streamline your bookkeeping workflows today!

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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.