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The Practice Management Hub

Insightful strategies and tactics to grow your firm

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Article Accounting Templates
How Accounting Firms are Responding to the Pandemic

The coronavirus has shaken up all industries, and the accounting sector is no exception. CPA firms need to adjust to the global impact of COVID-19…

August 11, 2020
Article Financial Cents News
New Features (8/10/20)

We just released a few new features this week that were being requested by our users!

August 11, 2020
Article Financial Cents News
New Feature: Securely store client passwords in Financial Cents

Now you can store all your client’s passwords and other sensitive information in one secure location.

July 29, 2020
Article Financial Cents News
New Feature: Custom Fields in the Client CRMCustom Fields in the Client CRMNew Feature: Custom Fields in the Client CRM

We just released a new feature that lets you create custom fields on your client’s profile page so you can see all of your important…

July 29, 2020
Article Accounting Workflow
New Feature: Streamline Client Communication

Now you collaborate with your clients on work inside Financial Cents in real-time!

April 23, 2020
Article Accounting Workflow
New Feature: Automate Client Data Collection

You can now automate your client-data collection process in Financial Cents with client tasks & auto-reminders!

April 8, 2020
Article Financial Cents News
New Feature: Customizable User Permissions

Now you can manage what your staff can see and do in Financial Cents with customizable user permissions! So they only have access to the…

March 9, 2020
Article Financial Cents News
New Feature: Easily manage your staffs workload

We just made an update to your workflow overview that makes it easier for you to manage your staff’s workload!

January 17, 2020
Article Accounting Workflow
New Feature: Get visibility into your accounting workflow

We just released a new feature that makes it easy to see how much client work lies ahead so you don’t get surprised and fall…

January 11, 2020
Article Accounting Templates
New Feature: Workflow Templates: Drag and Drop Tasks

We just made an update to our workflow templates that makes it easier for you to customize them!

January 6, 2020
Article Accounting Templates
New Feature: Workflow Template Updates

Now you can make more detailed templates in Financial Cents to better streamline your process!

December 24, 2019
Article Accounting Templates
5 Reasons Why Your Business Should Use Accounting Software

The accounting workflow is a multi-step one that involves multiple people other than the accountants themselves. It can be convoluted, especially when there are no…

September 6, 2019
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