Free 14-Day Trial | 90 Day Money Back Guarantee | No Credit Card Required
/ month (per user)
Billed annually
Hit deadlines with more visibility, collaboration, and organization.
Includes:
Free 14-Day Trial | 90 Day Money Back Guarantee | No Credit Card Required
Most Popular
/ month (per user)
Billed annually
Increase firm productivity with more automations & integrations.
Everything in Team Plan, plus:
Free 14-Day Trial | 90 Day Money Back Guarantee | No Credit Card Required
Workflow & Task Management | ||
|---|---|---|
Work dashboard | ||
Checklists | ||
Work Reports/Filters | ||
Work tags/statuses | ||
Work templates |
Workflow Automation | ||
|---|---|---|
Notifications | ||
Recurring work | ||
Status automations | ||
Placeholders | ||
Emails triggered by tasks | ||
Task dependencies |
Team Collaboration | ||
|---|---|---|
Team chat | ||
@ mentions | ||
File sharing | ||
Custom user permissions |
Client Collaboration | ||
|---|---|---|
Client tasks & requests | ||
Customize client task emails | ||
Automated client task follow ups | ||
Secure file sharing | ||
E-signature | ||
Client portal |
Client CRM | ||
|---|---|---|
Client database wiew | ||
Password management | ||
Notes | ||
Contacts | ||
Client groups | ||
Relationships | ||
Custom fields | ||
Documents | ||
Activity timeline | ||
Email audit trail |
Document Management | ||
|---|---|---|
File storage | ||
Folder management |
Email | ||
|---|---|---|
Email clients | ||
Pin emails to work | ||
Create work from an email | ||
Audit trail of all client communication |
Time Tracking | ||
|---|---|---|
Timer clock | ||
Manual entries | ||
Detailed time entries | ||
2-way QuickBooks sync |
Integrations | ||
|---|---|---|
QuickBooks | ||
Outlook | ||
Gmail | ||
Zapier | ||
SmartVault | ||
Open API |
Reporting | ||
|---|---|---|
Time Tracking reports & budgeting | ||
Capacity management reports | ||
Effective hourly rate report | ||
Client requests report | ||
Team activity report |
Support | ||
|---|---|---|
Live chat support |
Team Plan
Scale Plan
Workflow & Task Management | ||
|---|---|---|
Work dashboard | ||
Checklists | ||
Work Reports/Filters | ||
Work tags/statuses | ||
Work templates |
Workflow Automation | ||
|---|---|---|
Notifications | ||
Recurring work | ||
Status automations | ||
Placeholders | ||
Emails triggered by tasks | ||
Task dependencies |
Team Collaboration | ||
|---|---|---|
Team chat
| ||
@ mentions | ||
File sharing | ||
Custom user permissions |
Client Collaboration | ||
|---|---|---|
Client tasks & requests | ||
Customize client task emails | ||
Automated client task follow ups | ||
Secure file sharing | ||
E-signature | ||
Client portal |
Client CRM | ||
|---|---|---|
Client database view | ||
Password management | ||
Notes | ||
Contacts | ||
Client groups | ||
Relationships | ||
Custom fields | ||
Documents | ||
Activity timeline | ||
Email audit trail |
Document Management | ||
|---|---|---|
File storage | ||
Folder management |
Email | ||
|---|---|---|
Email clients | ||
Pin emails to work | ||
Create work from an email | ||
Audit trail of all client communication |
Time Tracking | ||
|---|---|---|
Timer clock | ||
Manual entries | ||
Detailed time entries | ||
2-way QuickBooks sync |
Integrations | ||
|---|---|---|
QuickBooks | ||
Outlook | ||
Gmail | ||
Zapier | ||
SmartVault | ||
Open API |
Reporting | ||
|---|---|---|
Time Tracking reports & budgeting | ||
Capacity management reports | ||
Effective hourly rate report | ||
Client requests report | ||
Team activity report |
Support | ||
|---|---|---|
Live chat support |
Yes, you will have access to all the features and features that Financial Cents has to offer during your free trial. Also, you will be able to invite your entire firm to use the solution.
Financial Cents makes it easy to track the status of client work, see who’s working on what, and know where everything stands within one simple view. Financial Cents also has built-in reminders and notifications to keep your team on top of client work and deadlines.
We focus on serving accounting firms, and because of that, the security of your data is our number one focus. You read about how we keep your data safe here.
Offering best-in-class customer support is the core of our business. We understand that you are busy and don’t have time to wait for someone to get back to you after a few hours. That is why we promise quick and responsive support with responses within 15 minutes. We offer live chat support directly inside the app so our team can. If we can’t solve your issue via chat, we will jump on the phone or zoom to quickly resolve your issues.
Adding your clients is as easy as 1, 2, 3. You can import all your clients and their data within 30 seconds with our QuickBooks Online integration. If you don’t use QuickBooks Online then you can export your client list (via CSV) from your current software and import it into our system in just a few steps.
We offer very robust accounting practice management software full of all of the features your firm needs to grow with ease.
However, if there is something we don’t offer you can recommend it to our team! We release new features every week and constantly ask our users what we need to build next so we can drive more value for their accounting firm.
So yes, if you have new feature ideas and requests, we will add them to our roadmap and work with you on the best way to develop them.
Our system allows you to send your clients automated requests for data needed to complete your work. It will also follow up with them until they complete the request, so you never have to chase down your clients again. This allows you to focus on what matters most—getting your work done on time and growing your firm.
We offer several reports that give you insights that help you identify bottlenecks in your process, drive efficiencies, and boost your firm’s profitability. Some of those reports include capacity management, measuring your effective hourly rate, and time tracking reports.
Yes, we offer unlimited storage for client and firm files. You can easily store all your documents in Financial Cents to keep your firm organized as it grows.
Yes, you can easily integrate your time tracking with QuickBooks Online. It will automatically push all the time tracked in FC to QuickBooks Online so you can easily invoice your clients and manage payroll.
Take the guesswork out of making future
decisions and find out what your return
on investment could be.
