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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

Founder at Financial Cents

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