In this on-demand webinar, Michael Carter shares how he uses Client Tasks in Financial Cents to get faster client responses this tax season.

Michael Carter, CPA is the President of Carter Financial Consulting. A firm that works with individuals and small businesses to maximize the efficiency of their business while minimizing their tax footprint!

Timestamps:

  • Streamlining tax organizer using client request feature in Financial Cents. 0:00
  • Customizing client notifications in financial software. 8:37
  • Streamlining tax preparation using a checklist organizer. 15:53
  • Client portal security and document sharing. 20:53
  • Automating client onboarding and tasks for accounting firm. 25:03
  • Integrating financial management software with external document storage. 30:22
Financial Cents dashboard

About Financial Cents

Financial Cents is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.

Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.

Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.