Get control of your inbox

Easily manage your emails with your Gmail or Outlook inbox inside Financial Cents

A screenshot of an email inbox displaying several messages related to financial statements, meetings, and document sharing. Gmail and Outlook icons appear at the top right of the screen.

“I have it connected so my virtual assistant can be in my email without having my Microsoft credentials… I love it! It was the whole reason I looked at this product and went with it. It’s been a game changer.” A woman with wavy, light brown hair smiles at the camera. She is wearing a patterned top with a dark jacket. The background is plain white.

A woman with wavy, light brown hair smiles at the camera. She is wearing a patterned top with a dark jacket. The background is plain white.

Lynn Mayer Foss

Lynn Foss Accounting LLC

Track all emails between your teams and clients

No need to be cc’ed on emails anymore. Each client profile automatically displays all emails to and from the client to any member of your staff.

You will have full visibility into who last spoke to a client, when, and about what.

Start free trial

An email inbox interface shows a list of messages from various senders, with subject lines such as Document shared with you: tax-doc.pdf and Year-End Financial Statements Review Request.

A project management dashboard displays client emails for Monthly Bookkeeping. Two email messages from Adeline Collins discuss updates and questions about bookkeeping tasks, with options to view the full conversations.

Pin important client emails to relevant client work

Easily pin client emails to related work so your team has all the information and context they need to get their work done.

Start free trial

Turn your inbox into a to-do list so nothing slips through the cracks

Stay on top of ad hoc client requests by easily turning any email into a project, delegating it to your team, and tracking it’s progress in one place.

Start free trial

A dashboard shows an email inbox interface with a message selected. A dropdown menu offers options to create a project from scratch or a template. The “Compose” button is visible at the top right.

Communicate with clients faster

Quickly respond to your client from within Financial Cents so you don’t have to switch between different tab.

Start free trial

Email integration features

Focused client inbox

Declutter your inbox with a  focused folder that just shows  client emails

Turn emails into tasks

Manage ad hoc email requests  by easily turning an email into  a project

Pin emails to work

Share and organize important emails by pinning them to projects

Email clients from FC

Communicate with clients by sending emails from within Financial Cents

Email audit trial

Track all email conversations between your firm and clients

Team collaboration

@mention and collaborate on client emails with team members

2 way sync

Seamlessly sync with Gmail & Outlook so you don’t have to manage multiple inboxes

Shared inbox

Integrate multiple email inboxes into one view to ensure nothing slips through the cracks

Loved by over 10,000 accountants, bookkeepers and CPAs

Whole-Frame5298 • 12h ago •

I use FC and love it. Integrates with QBO and keeps emails under each client’s dashboard. Easy for clients to securely upload docs and also has a vault per client for passwords. And lots of workflow templates. They just came out with billing directly thru FC.

Financial Cents User Group Dana Denton • 1h •

Wow!! I don’t know if this is because of FC (or maybe end of year panic, or a bit of both?!), but I set all my clients up on recurring monthly projects with auto requests for documents last month, and i have never had sooo many responses and uploads from clients as i have had in the last 2 days!! My inbox is full and it sure feels like I have an entire month of work waiting for me!

Financial Cents User Group Jenny Rost • 1h •

It’s FC for sure!!! Our clients are so much more responsive with the client tasks and the client portal. My 1099 process this year is going so smooth, I’m a little nervous lol!

James Castaldo Owner, James Castaldo CPA & Associates

Ease of use. It is very simple but powerful. We were considering another software until we saw Financial Cents. With it’s beautiful and simplistic design, it’s helped to organize our firm and keep us updated with our clients on a more regular basis than ever before.

Whole-Frame5298 • 12h ago •

Financial Cents User Group Dana Denton • 1h •

Financial Cents User Group Jenny Rost • 1h •

It’s FC for sure!!! Our clients are so much more responsive with the client tasks and the client portal. My 1099 process this year is going so smooth, I’m a little nervous lol!

Brad Messner, EA, CBSA,…

@bradmessner

I can’t like this statement enough: ”@_FinancialCents manages upgrades well, has not been buggy and hosts a regular session on what’s new. 👍”
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.

Jonathan Burns 4 years ago

Financial Cents is AMAZING and does almost everything we need to manage our client work, track billable hours and communicate internally and with clients.

Financial Cents User Group Cinthia Saliconioni • 24m •

Rave reviews from clients! Getting lots of unprompted feedback that they are loving providing docs through client tasks and sending messages.
One of my top goals is to make the process easier for clients. Glad I made the switch!

Financial Cents User Group Tammatha Denyes • 1h •

I love FC. Our entire team has upped it’s game with this app AND the CS is fantastic!

Brad Messner, EA, CBSA,…

@bradmessner

Jonathan Burns 4 years ago

Financial Cents is AMAZING and does almost everything we need to manage our client work, track billable hours and communicate internally and with clients.

Financial Cents User Group Cinthia Saliconioni • 24m •

Financial Cents User Group Susan Burt • 43m •

I’m 4 days into my Financial Cents trial and really liking it. Very easy to set up, user friendly and does what I need it to do. Really like the effective hourly rate too. I asked a question in their app chat, and had a response within 30 minutes. I’m sold!

Daniel Breez Yesterday at 6:46 AM

One of the best features of Financial Cents is the ability to give clients a to-do item and have the system automatically follow up until they get it done. I’m even using it for something as simple as “save finalized tax return for your records.” So many times clients have asked me, “where can I find last year’s tax return.”
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!

anonymous • 2 months ago •

My office has used FC for about 18 months now and we love it. It integrates with QBO which is a godsend when migrating clients over. We use the automated reminders for collecting docs all the time too!

Chris Wicks Owner, CHW Bookkeeping

Highly recommend! Great price, time saver and better than the other options I tried like Jetpack and Aero.

Financial Cents User Group Susan Burt • 43m •

Daniel Breez Yesterday at 6:46 AM

anonymous • 2 months ago •

Get Started Today

Start free trial Book a demo