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Financial Cents News

Insightful strategies and tactics to grow your firm.

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Article Financial Cents News
New Feature: Custom Fields in the Client CRMCustom Fields in the Client CRMNew Feature: Custom Fields in the Client CRM

We just released a new feature that lets you create custom fields on your client's profile page so you can see all of your important…

July 29, 2020
Article Accounting Workflow
New Feature: Streamline Client Communication

Now you collaborate with your clients on work inside Financial Cents in real-time!

April 23, 2020
Article Accounting Workflow
New Feature: Automate Client Data Collection

You can now automate your client-data collection process in Financial Cents with client tasks & auto-reminders!

April 8, 2020
Article Financial Cents News
New Feature: Customizable User Permissions

Now you can manage what your staff can see and do in Financial Cents with customizable user permissions! So they only have access to the…

March 9, 2020
Article Financial Cents News
New Feature: Easily manage your staffs workload

We just made an update to your workflow overview that makes it easier for you to manage your staff's workload!

January 17, 2020
Article Accounting Workflow
New Feature: Get visibility into your accounting workflow

We just released a new feature that makes it easy to see how much client work lies ahead so you don't get surprised and fall…

January 11, 2020
Article Accounting Templates
New Feature: Workflow Templates: Drag and Drop Tasks

We just made an update to our workflow templates that makes it easier for you to customize them!

January 6, 2020
Article Accounting Templates
New Feature: Workflow Template Updates

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

December 24, 2019
Article Financial Cents News
New Feature: Profile Pictures for Your Assignee Icon

You can now upload your own profile picture/ avatar for your image icon! When uploaded your profile picture will be displayed on the following items.

August 27, 2019
Article Financial Cents News
New Feature: Updates to the Client CRM

Upon popular demand, you can now view and edit your client's contact information in their client profile. This makes it easier for your team to…

August 27, 2019
Article Financial Cents News
New Feature: Customize Your Task View

Given the many requests, we just release a new feature that lets you change your tasks view! You can now view it in a list…

July 28, 2019
Article Financial Cents News
New Feature: 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!

July 22, 2019