Financial Cents provides a cloud-based solution that makes it easy for accounting firms to manage client work, collaborate with staff, and hit their deadlines.
Rated 5 stars on Capterra, Software Advice, and GettApp
Based on reviews from
An accounting practice management tool should have everything you need to get your work done. Financial Cents makes it easy for your entire team to collaborate on work and hit their deadlines!
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Pricing | $23/ month | $36/ month |
Task Dashboard |  | |
Progress Bars | |  |
Recurring Projects | | |
Duplicate Projects | | |
Document Storage | | |
Workflow Templates | | |
Time Tracking | | |
Time Tracking Reports | | |
Team Communication | | |
QBO Integration | | |
Emails Become Tasks | | |
Invoicing with QBO | | |
Custom User Permissions | | |
Password Management | | |
Capacity Management | | |
Calendar View | | |
Email Integration | | |
Kanban View | | |
Automated Client Requests | | |
Auto-Reminders for Clients | | |
Client Messaging | | |
Effective Hourly Rate | | |
Automate your workflows
Automate client data collection, create checklist templates to streamline your process, and automate recurring work
Know where everything stands
See whos working on what, know the status of client work, and track every deadline to ensure nothing slips through the cracks
Collaborate with your team
Easily collaborate on client work in real-time and have automated notifications to keep everyone in the loop
Stay organized
Store all your client work, documents, notes, emails, and more in one place so it’s always easy for your team to find.
Boost your profitability
Track team performance, identify over budget work, and see which clients are killing your firm’s profitability
Firms using Financial Cents save around $9,000 per employee, annually
100% of users said Financial Cents has helped them track and hit their deadlines
95% of firms said Financial Cents gave them visibility across their client work
9 out of 10 customers recommend Financial Cents to other accounting firms
Canopy Tax does doesn’t give you the tools you need to collaborate with your team and efficiently track your deadlines. Financial Cents has a focus on project management. We built a robust workflow tool that can scale to a firm of any size to ensure nothing falls through the cracks.
In Financial Cents you automatically send clients recurring data request lists and FC will follow follow up with them until they complete the request. So you never have to waste time chasing down client info again.
Store all your clients’ sensitive information can be tough and sharing it with your team in a secure way can be even tougher. Easily store your client passwords, bank information, and more in one secure location so your team has everything they need to get their work done.
Quickly identify which clients are taking more work than you originally estimated so you can adjust your rates and boost your bottom line.
Get a quick overview of your team’s workload capacity, so you can manage resources more effectively, quickly reassign tasks, and ensure you deliver client work on time and on budget.
Use the Promo Code: switch
A cloud-based solution that makes it easy for accounting firms to manage client work, collaborate with staff, and hit their deadlines
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