Simplify your accounting document management
Improve efficiency and automation with document storage built right into your workflow.
Michael McMullin
Managing Partner, Jack Trent & Co
Organize & access client documents in one place
Manually or automatically create folders to easily organize all client documents, work documents, and uploads in one place.
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Connect your existing DMS to Financial Cents
Integrate with your existing document management system to back up files, automatically create client folders, route client uploads, and easily access documents from other systems all from within Financial Cents.
Start free trialIntegrated with client portal
Securely share folders to the client portal so your clients can easily access old documents and reports.
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Document management features
DMS integrations
Integrate to backup files, auto create folders in your existing DMS
Folder sharing
Share folders and files with clients so they can securely access old documents.
Document organization
Categorize files into custom folders and sub-folders for easy management.
Search functionality
Quickly locate documents using keywords, reducing time spent searching through folders.
Document requests
Seamlessly request documents from clients and securely stored in Financial Cents.
E-signatures
Collect e-signatures with real-time completion notifications.
Team collaboration
Share files and collaborate in a central location with updated documents.
Real-time notifications
Get alerts when clients or team members take action on documents.
Loved by over 10,000 accountants, bookkeepers and CPAs
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Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!