Accounting firm CRM solution
Organize all your client information in one place. Work, emails, communication, notes, documents, passwords, contact information and more.
Breanna Barnes
Accountant, BCE Accounting & Tax
All your client information in one simple view
E-signatures eliminate the hassle of printing, scanning, and uploading documents, making it quicker and easier for clients to sign from anywhere, at any time.
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An audit trail of interactions between your team and clients
Always know who last contacted a client, when, and about what so that you always have current updates of all activities within your firm. This way, when a client calls, you’ll know exactly where you stand and can provide the most up-to-date information.
Start free trialSecurely store client passwords for your team
Securely store all your client passwords and other sensitive information for your team to easily access and get their work done.
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Accounting CRM & database features
Client audit trail
Track who spoke to the client, when and about what in one simple view.
Custom fields
Create custom client properties and filter your client base by them.
Secure password storage
Securely store client passwords in our encrypted vault for your team to access.
Folder management
Organize client documents into folders.
Client groups
Organize your clients into groups to get more visibility.
Client database
Store all your clients and their information in one place.
Client profile
View all of a client’s important information in one simple view.
App integration
Integrate with 3rd party client apps to access them from within Financial Cents.
Loved by over 10,000 accountants, bookkeepers and CPAs
Accounting firm CRM solution FAQ
Yes, you will have access to all the features that Financial Cents Accounting CRM Software has to offer during your free trial. Our CRM features include:
- A dashboard that provides a bird’s eye view of all projects
- The ability to delegate work and set deadlines
- The ability to see team capacity and reassign work
- Reports that give you insights into how work is progressing
- Time tracking that works both manually and automatically
- Client profiles for accessing client information
- Automations to reduce the time spent on manual work
You will also be able to invite your entire firm to use the solution and be able to upload all your client information.
Offering best-in-class customer support is the core of our business. We understand that you are busy and don’t have time to wait for someone to get back to you after a few hours. That is why we promise quick and responsive support with responses within 15 minutes. We offer live chat support directly inside the app so our team can. If we can’t solve your issue via chat, we will jump on the phone or zoom to quickly resolve your issues.
We offer a very robust accounting workflow software full of all of the features your firm needs to grow with ease. However, if there is something we don’t offer, you can recommend it to our team! We release new features every week and constantly ask our users what we need to build next so we can drive more value for their accounting firm.
So yes, if you have new feature ideas and requests, we will add them to our roadmap and work with you on the best way to develop them.
Our system allows you to send your clients’ automated requests for data needed to complete your work. It will also follow up with them until they complete the request, so you never have to chase down your clients again. This automation allows you to spend less time chasing clients for information and instead focus on what matters most—getting your work and projects completed on time.
The client tasks report also gives you accurate data on completed and uncompleted client tasks so you can set up more frequent automations to follow them up. Accounting firm clients love the data collection process in Financial Cents because we use a highly secure password-less portal to help them upload information and chat with their accountants/bookkeepers.
We offer several reports that give you insights to help you identify bottlenecks in your process, drive efficiencies, and boost your firm’s profitability. Some of those reports include:
- Capacity management: Get a complete picture of everyone’s capacity at a glance so you can easily re-assign work for overburdened staff.
- Effective hourly rate: Identify which fixed fee clients are over budget and out of scope. You can use this data to fix your monthly engagements and increase firm profitability.
- Time tracking: See how many hours it’s taking your staff to complete work compared to the budgeted and billable hours.
- Client tasks: Find completed and incomplete client tasks so you can set up automations to follow them up.
- Team activity: Know what your team is currently working on. PS: Your team must be tracking time for you to see what they are working on.
Yes, you can easily integrate your time tracking with Quickbooks. It will automatically push all the time tracked in FC to Quickbooks so you can easily invoice your clients and manage payroll.
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Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!