All-in-One Solution

Everything you need to grow your practice and generate more revenue

Workflow Management

Save up to 10 hours on work each week

[tek_iconbox title=”Projects & Tasks” box_content_type=”simple_text” text_box=”Create projects and tasks to keep track of everything so you never miss a deadline” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-check-square-o”][/tek_iconbox][tek_iconbox title=”Project Filters” box_content_type=”simple_text” text_box=”Quickly filter projects down by a team member or client to keep track of your firm’s progress” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-filter”][/tek_iconbox]
[tek_iconbox title=”Delegate Tasks” box_content_type=”simple_text” text_box=”Easily delegate work to team members by assigning them projects” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-arrow-right”][/tek_iconbox][tek_iconbox title=”Recurring Projects” box_content_type=”simple_text” text_box=”Make your projects recur on a monthly, quarterly, or annual basis so you never have to create the same project again” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-refresh”][/tek_iconbox]
[tek_iconbox title=”Team Collaboration” box_content_type=”simple_text” text_box=”Collaborate with team members while working on tasks to get your questions answered quickly” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-users”][/tek_iconbox][tek_iconbox title=”Duplicate Projects” box_content_type=”simple_text” text_box=”Copy your projects over to other clients so you can get everything set up in seconds” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-files-o”][/tek_iconbox]
Screen Shot 2018-06-25 at 1.27.01 PM

Be organized and build long-lasting relationships with clients

[tek_iconbox title=”Email Communication” box_content_type=”simple_text” text_box=”Easily send emails or request information from clients at the click of a button” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-envelope-o”][/tek_iconbox][tek_iconbox title=”Time Tracking” box_content_type=”simple_text” text_box=”Track time spent on clients to measure your firms productivity” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-clock-o”][/tek_iconbox]
[tek_iconbox title=”Client Notes” box_content_type=”simple_text” text_box=”Keep all your notes in one place so they are always easy to find” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-sticky-note-o”][/tek_iconbox][tek_iconbox title=”Log Calls” title_color=”#000000″ box_content_type=”simple_text” text_box=”Log calls and the topics discussed so you always know when and what you last talked to a client about” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-phone”][/tek_iconbox]
[tek_iconbox title=”Activity timeline” box_content_type=”simple_text” text_box=”Quickly see all the work, comments, calls, and notes for a client in a chronological timeline” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-user-o”][/tek_iconbox][tek_iconbox title=”Billing” box_content_type=”simple_text” text_box=”Track your billables and see which clients make you the most money” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-money”][/tek_iconbox]
Individual Cleint dashboard

Easily Identify problem areas within your clients’ businesses

[tek_iconbox title=”Client KPI’s” box_content_type=”simple_text” text_box=”Always know how a client is performing by having their key financial metrics in one simple view” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-tachometer”][/tek_iconbox][tek_iconbox title=”Monthly, Quarterly, Yearly” box_content_type=”simple_text” text_box=”View your client’s data in a monthly, quarterly, or yearly view so you can analyze their business on different time horizons” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-calendar”][/tek_iconbox]
[tek_iconbox title=”Trend Analysis” box_content_type=”simple_text” text_box=”Instantly understand the seasonality of your clients business so you can predict where they are headed” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-line-chart”][/tek_iconbox][tek_iconbox title=”QBO Integration” box_content_type=”simple_text” text_box=”Automate everything and never manually input financial data by integrating with QuickBooks Online” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-cog”][/tek_iconbox]
[tek_iconbox title=”Percent Change” box_content_type=”simple_text” text_box=”Understand whether your client’s business is growing or declining by having the growth rates for every metric” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-percent”][/tek_iconbox][tek_iconbox title=”Export to Excel” box_content_type=”simple_text” text_box=”Easily export all your data to excel so you can manipulate it and create reports” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-file-excel-o”][/tek_iconbox]
Firm dashboard (New)

Always have visibility into what is going on in your firm

[tek_iconbox title=”Client Groups” box_content_type=”simple_text” text_box=”Organize your clients into groups based on characteristics such as industry focus, franchise, monthly clients, quarterly clients, and more” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-users”][/tek_iconbox][tek_iconbox title=”Client KPI’s” box_content_type=”simple_text” text_box=”Never let a client fall behind by monitoring all your clients’ financial health from a bird’s eye view” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-bar-chart”][/tek_iconbox]
[tek_iconbox title=”CRM Quick View” box_content_type=”simple_text” text_box=”Get a snapshot of all your notes and interactions with a specific client” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-user”][/tek_iconbox][tek_iconbox title=”Best & Worst Performers” box_content_type=”simple_text” text_box=”Identify your best and performing clients so you always know where to focus your attention” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-trophy”][/tek_iconbox]
[tek_iconbox title=”Completed Books Icon” box_content_type=”simple_text” text_box=”Track which clients you have completed the books for from a birds-eye view so you can see if your firm is falling behind on work” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-check-circle-o”][/tek_iconbox][tek_iconbox title=”Export to Excel” box_content_type=”simple_text” text_box=”Easily export all your data to excel so you can manipulate it and create reports” text_color=”#000000″ icon_type=”icon_browser” icon_style=”icon_default” icon_position=”icon_top” custom_link=”#” background_type=”none” icon_fontawesome=”fa fa-file-excel-o”][/tek_iconbox]

See Financial Cents in Action

Workflow Tool

Client CRM

Client KPI’s

Getting started is easy – be up and running in less than 2 minutes!

Free 14-day trial – no credit card, no contracts.