Financial Cents is an easy CRM platform for accounting professionals to keep track of all of their clients, documents and notes in a user friendly way. Clients can send over files within the portal safely and securely and I can go back and see history of each client when I speak with them. The software is intuitive to use the basics, I'm sure there is plenty more it can do that I haven't even learned yet. I find myself going back to it regularly.

The cloud-based interface enables our remote CPA firm to collaborate both internally and externally with greater efficiency. I also find the ability to use templates created by other users extremely helpful during the setup process. Although I am still new to the system, I can already say that, having previously used TaxDome, this platform offers significantly more advantages. Additionally, our representative has been excellent.

I really appreciate how client tasks and uncat are integrated, as it makes it incredibly easy for clients to view everything in one place and receive notifications whenever there are new items.