Speaker: Nayo Carter-Gray, EA
Brought to you by: Financial Cents

Timestamps

  • Automating accounting firm processes with Zapier and Financial Cents. 0:00
  • Manual processes in accounting and the benefits of automation. 4:56
  • Automating tasks in a tax preparation business. 8:36
  • Automating client onboarding process using software. 17:11
  • Automating client onboarding processes using Zapier. 21:03
  • Setting up a Zapier zap to create a client in Financial Cents using information from a Cognito Forms form. 29:22
  • Setting up a 1040 tax return project in Zapier using client information from Financial Cents. 35:07
  • Automating QuickBooks tasks using Zapier. 40:39
  • Using Zapier to automate tax preparation tasks. 49:33
  • Automating tasks with Zapier in QuickBooks Desktop. 54:58

Why attend this webinar?

When firms decide to move from manual ways of managing their workflows to automating everything, they often feel overwhelmed, even confused about where to begin. This can lead to procrastination or never getting started.

In this webinar, Nayo will walk you through the process of using Financial Cents’ integration with Zapier to automate accounting processes from start to finish.

This webinar is for you if:

  • You’re new to workflow automation and need a step-by-step guide
  • You want to learn how to use Zapier with Financial Cents to make your workflow smooth

What you can expect

  • Laying the groundwork for setting up workflow automation

  • Why workflow automation is important

  • The start to guide process of setting up workflow automation with Financial Cents and Zapier

  • Carrying your team along in the process

How to Automate Accounting Firm Processes with Zapier and Financial Cents

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.

Register now