Financial Cents logo

Description

Financial Cents is a comprehensive practice management solution designed specifically for accounting and bookkeeping firms. It centralizes client data, automates workflows, and enhances team collaboration. From automating recurring tasks like ...

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Use Cases

Key Features

  • Email Management
  • File Sharing
  • Client Management
  • Client Portal
  • Workflow Management
  • Task Management

Made For

Industries

  • Accounting
  • Bookkeeping
  • Tax Preparation
  • Financial Services

Customer Segments

  • Small Businesses
  • Mid-size Businesses

Supported Platforms

  • Web
  • Mobile

Pros

  • Centralized platform for all practice management needs
  • Automation features reduce manual effort and improve efficiency
  • Secure client portal enhances communication and collaboration

Cons

  • Potential learning curve for new users
  • Integration with all accounting software may not be available
Year Founded
2008
HQ Location
New York, NY
LinkedIn
51-200 employees
@FinancialCents
5K followers

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Frequently Asked Questions