Cent software

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The client portal is ugly and lacking in customization options. Amanda B , President, Small-Business 50 or fewer emp. The ability to change the workflow views for each team member so that they can see their own work in a way that suits their style. As management, we love the capacity report to see who has time for the new clients we sign-on. The client dashboard allows everyone to be able to see at a glance all the important information pertaining to that client.

The relationships tab allows us to jump easily between all related businesses and that saves us a ton of search time.

We would like more reports to be available, ie to gather the information that is sitting on the client dashboard from their about section or the activity section. We would like the ability to use the client chat feature outside of a project — so that they can communicate with us between projects.

What problems are you solving with the product? What benefits have you realized? We also have been able to streamline all of the apps that our practice uses, this is replacing Asana, TSheets, and a number of spreadsheets. Our small firm was looking for an affordable solution to our spreadsheet project management. We needed something that would solidify our workflows, see project status across the firm, and allow for team collaboration without having to use email!

Financial Cents has hit all 3 of our must-haves. We have loved the accessibility of help and the feedback the company is continually seeking from users. The one drawback is that it does not yet have full email integration. You can forward an email to the application to create projects, but you cannot yet integrate email into the application.

But I know they are working hard on this, and it is a feature that is coming! The most significant benefits we have realized with Financial Cents are:. Agency in Accounting: Small-Business 50 or fewer emp. Intuit Practice management is great but I find that Financial Cents is better suited for my smaller firm.

I like being able to record billable time on a specific project. I also like being able to record billable times for a specific client. I really enjoy the document upload feature for clients, this was super helpful. The chat function is genius. This is comparable to honey book but for accountants which is great. I do think FC should be 30 days to get the full experience of client relationships. As we know clients do not quickly submit documents so it takes longer than 15 days to get feedback from the client as the user.

We hope you enjoyed learning about Financial Cent Software.