How Financial Cents Enables Dawn To Store Client Data For Better Client Relationships

Tags, filters, saved views, and custom fields enhance productivity and profitability in Financial Cents. Custom fields, for example, are helpful for firms looking to store information (like the last time you contacted a client, which helps you know when a follow-up is due).

If your practice management tool does not do these, you've brought in a third-stringer instead of a starter."

At the end of the day, tracking work was fine. Requesting information and storing the client information was the biggest challenge. It just didn't work. It was cumbersome."

Part of the reason I moved to Financial Cents was client information. Storing client information in Karbon took a lot of work. It was not customizable, and that was a nightmare. We could not store information (such as EIN and incorporation date) in our previous practice management solution."

We never really used Karbon for client tasks. Nicole Morey (the team's bookkeeper) had found Financial Cents easy to send client requests to because she had been using that for bookkeeping."

I finally switched to Financial Cents out of the frustration of client data searchability. One of the key things was searching for a phone number, and I used this feature in Financial Cents recently. Someone had called me on my work phone, but I did not have the phone number on my work phone. So I checked Financial Cents and found it was a client, so I called her right back. We could never look things up that way before."

Part of the reason I moved to Financial Cents was the ability to customize client information within Financial Cents. The ability to easily look up information on the dashboard has been very beneficial. We use it (the Global Search feature) whenever we're looking for something."

From a communication perspective, Financial Cents has worked well for communicating about a project. We can easily communicate in the Team Chat inside the project. So, everything stays within the project, which is important to us. We've always wanted to work that way."

It's nice that I can say, 'Hey Shahram and Abdullah, can you format phone numbers within Financial Cents to this format?' And they'll make it happen.

Shahram and Abdullah respond to feature requests on the fly. Other product teams will say, 'It's on our roadmap.' You can see items on their roadmap for four years. It's the worst response an app developer can have."

Financial Cents gets accounting firms organized. It's important to be organized and systematized for efficiency and productivity. Financial Cents does that for accounting professionals."

We were looking for a software solution that made client data transparent and easier to search. We wanted to customize fields with information that we could search for. We weren't able to do that in our old system. But we can do it all in Financial Cents, which is awesome."