New Features

Workflow Template Updates

Workflow Template Updates!


Now you can make more detailed templates in Financial Cents to better streamline your process!

Here are some of the new updates to the Templates:

  • The ability to create templates with subtasks to better detail your process.
  • The ability to have documents included in your templates so when creating a new project with a template it has all the relevant documents for that workflow (excel files, word docs, images, etc).
  • The ability to edit current templates to make it easier to update and make changes to your current process.

All this can be done in the new Templates tab seen below!


Accounting Workflow


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Learn about more of our accounting practice management features here

By Shahram Zarshenas

Founder at Financial Cents

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