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New Features

Turn Any Email Into a Task

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!

When you send an email to [email protected] it will create a project in Financial Cents for you and do the following below.

  • Turns the subject line of the email into the project’s name
  • Pull all the documents attached to the email and its contents into the project so you have everything you need in Financial Cents to get the job done
  • And assign the new project to whoever sent the email to [email protected] so they have it on their to-do list for later

Interested? Watch this short video to see this new feature in action!

 

Start turning emails into tasks today with Financial Cents!

Stary your FREE 14-day trial!

 

Check out more features at – Accounting Practice Management 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.