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The Practice Management Hub

Insightful strategies and tactics to grow your firm

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Article Accounting Workflow
5 Effective Ways to Manage Client Relationships – Our Guide

Client relationship management is an integral part of a business, yet it is one of the most challenging aspects that many companies struggle with.

September 8, 2020
Article Accounting Templates
Why Your Accounting Firm Needs Project Management Software

Being stuck on a project stage is a challenging slump to overcome. Missing a deadline doesn’t only hurt your workflow—it damages your working relationship with…

August 25, 2020
Article Financial Cents News
New Feature: Client Task Updates

Are your clients tired of entering the verification code to access their client task portal? Now they can select “Remember this computer for 30 days”…

August 19, 2020
Article Accounting Workflow
Returning to Business as Usual

The global crisis caused by the COVID-19 pandemic has moved the world into unprecedented times.

August 17, 2020
Article Accounting Templates
5 Advantages of Using a Cloud Based Accounting Project Management Software

Cloud computing is an essential technology that can benefit every business. In the past, only large corporations could afford this type of technology, but thanks…

August 13, 2020
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
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