Simplify your accounting document management

Improve efficiency and automation with document storage built right into your workflow.

Client file list with folders like Bookkeeping, Tax, and Payroll uploaded by Charlotte Wright.
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Full Name

Job title, Firm Name

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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Client file dashboard with folders like Tax, Payroll, and Bookkeeping uploaded by one user.
Integrations screen with active Google Drive and OneDrive, plus Zapier app options below.

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.

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Integrated with client portal

Securely share folders to the client portal so your clients can easily access old documents and reports.

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Client uploads folder view with bookkeeping, payroll, and tax documents dated Feb 11th, 2025.

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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