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Workflow and practice management for accounting firms
Updated
Financial Cents is accounting practice management software for small and growing accounting, bookkeeping and tax firms. The vendor says more than 10,000 accountants, bookkeepers and CPAs use it.
Firms apply workflow templates to clients, assign tasks automatically and track time against engagements. Clients upload documents and sign through the portal, proposals trigger workflows and invoices, and reports show capacity and profitability.
Small and growing accounting, bookkeeping and tax firms use it.
Financial Cents shows USD pricing: Solo is $19 a month billed annually for single-user firms, Team is $49 per user a month billed annually ($69 monthly), Scale is $69 per user ($89 monthly), and Enterprise is custom. Monthly billing needs 5+ users, plans are 12-month agreements and a 14-day free trial needs no credit card.
Financial Cents integrates with QuickBooks Online, Google Drive, OneDrive, SharePoint, Adobe Sign, Zapier and tax software including Drake, UltraTax, Lacerte, ProConnect and CCH Axcess, plus an MCP server for AI tools.
Karbon is a similar practice management platform with deeper email integration and higher pricing. Uku is an accounting workflow tool popular with UK firms. Liscio is a client communication portal, and SmartVault and Dext handle documents and data capture.
Pricing Model
Quote-based
Starting Price
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Free Options
Free trial
| Feature | Solo | Team | Scale | Enterprise |
|---|---|---|---|---|
| Single-user firms | , | , | , | |
| Billed annually | , | , | , | |
| Workflow, CRM and client portal | , | , | , | |
| Per user, billed annually | , | , | ||
| $69 per user monthly | , | , | , | |
| Integrated email | , | , | , | |
| $89 per user monthly | , | , | , | |
| Branded portal and Zapier | , | , | , | |
| Custom pricing | , | , | , | |
| Mandatory 2FA and webhooks | , | , | , |
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API Types
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Receipt and invoice capture that syncs to your accounting software
Client portal and document intelligence for tax firms
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