Financial Cents Description

A user-friendly accounting practice management tool that encompasses all necessary features to effectively oversee your team, expand your firm, and meet critical deadlines. Assign tasks and monitor your team’s progress from a comprehensive perspective. Manage billing hours, generate reports, and send invoices to clients seamlessly. Keep all client information consolidated in a single platform for easy access by your team. Automate the collection of client data through automatic follow-up reminders. Safeguard your passwords in one central location for your team’s convenience. Easily synchronize your data and client information by integrating with QuickBooks. Share and exchange documents both with your team and clients effortlessly. Enhance your firm's profitability by pinpointing clients that may not be financially beneficial. Utilize our pre-designed workflow templates to optimize your operations and ensure quality control as your team expands, or customize your own to fit specific needs. By streamlining these processes, your firm can operate more efficiently and effectively than ever before.

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Pricing

Free Trial:
Yes

Integrations

View Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Financial Cents
Year Founded:
2018
Headquarters:
United States
Website:
financial-cents.com

Media

Financial Cents Screenshot 1
Financial Cents Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Live Rep (24/7)

Financial Cents Features and Options

Accounting Practice Management Software

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management Software

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Financial Cents User Reviews

Write a Review
  • Name: Hussaini H.
    Job Title: Accountant
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Seamless Experience

    Edited: Mar 23 2023

    Summary: The software application is very easy to use and intuitive without a need of long time training, client auto reminder is excellent and saved my time in chasing the clients to complete tasks, communication with client is made easy. The price is competitive and support is great. overall I believe this product is superior compared to other similar practice management application you guys are doing great Job!

    Positive: Great customer care.
    Automated client data collection.
    The accounting workflow dashboard makes it easy to do work.
    Time tracking and billing.

    Negative: None that I can think of at the moment. My experience using financial cents has been great.

    Read More...
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