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!

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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.