Financial Cents
It is an intuitive practice management tool for accountants and bookkeepers. It was founded in 2020 by Shahram Zarshenas and has its headquarters in Nashville, TN, US. With simple-to-use accounting practice management software, Financial Cents assists you in streamlining your processes, getting organized, and managing your team. All of your client’s information, team communications, task tracking, and financial performance tracking can be done in one location.
With simple-to-use accounting practice management software, Financial Cents assists you in streamlining your processes, getting organized, and managing your team. Team members can utilize the web portal to engage with clients, obtain necessary papers from them, and get information about their interactions with clients thanks to Financial Cents. Supervisors can set up access permissions for staff members, oversee billing procedures, and establish steps for tasks or subtasks. Additionally, it enables accounting firms to store client data in one location, including notes, documents, and contact information.
Features
- Manage your team, keep tabs on client deadlines, automate the gathering of client data, keep time logs, bill your clients, and keep everything about them in one place.
- You can keep track of client work and work together with your team using the workflow management system to help businesses meet deadlines.
- The Client CRM enables businesses to interact with clients and centrally store all of their client data and information.
- You can track important financial variables for your clients and project their figures with the financial reporting tool.
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