Financial Cents

To good to keep a secret.

Kommentare: It does not take a full time person to keep it up to date. Actually each user keeps their own work up to date and an administrator only jumps in to work on missed due dates.

Vorteile:

Built in videos that walk you through each section of the program.

Nachteile:

We hesitated to write a review because this program is such a boon to our accounting practice we did not want knowledge of it to leak out to other accounting practices.

A valuable tool so nothing will fall through the cracks

Kommentare: There are clear and helpful instructions to get started, customer service is very responsive and while there are some things that I don't like, I see how they are actually improving the app and expect it to get better.

Vorteile:

It didn't take me long to get started using it once my templates were configured. It's very easy to customize each project for my needs and set it to recur automatically. It has become a valuable tool since the first day I used it with a client project. The workflow view is very helpful and the capacity management feature is useful although not perfect.

Nachteile:

Setting up my templates took a long as the only import option is from a proprietary file format for users to share templates so my assistant had to spend days copying and pasting all of my customized templates into the system. The QBO import is very convenient but it imported projects as separate clients which required some cleaning up, I wish I could select which clients to import. The client portal sounds great in theory but I can't use it as I am used to a completely white-labeled experienced and this portal is ugly, not customizable and I have found no way to customize the text of the emails that are sent to clients. I can't use this until they allow me to customize the text and branding.

I finally found what my team needs!!!

Kommentare: 100 our of 10! My team loves it! It helps them to stay on track with their task and manages all client info in one place.

Vorteile:

There is a team of 5 of us, and we were becoming a little overwhelmed with workflow as our firm is growing fast. I search on google for two months to find a practice management software. I found FC via a reddit text thread! My team tried the two week trial and purchased before the trial was over because we felt an immediate relief once we set it up. The set up was super easy and the templates are AMAZING. I was able to get my emails down to ZERO (although for a short time)! In fact, i can check my email in FC. I love the integrations and am looking to try ReCat which is an upgrade within the software. This has eliminated a lot of mundane tasks. Plus, the price point is GREAT!

Nachteile:

Nothing as of now. It has made our workload easier to handle with it's automations and email integrations.

Organized Tasks

Vorteile:

Financial Cents has transformed the way I manage client tasks. The intuitive dashboard allows me to easily assign, track, and prioritize tasks for each client. The ability to set due dates and receive reminders ensures that nothing falls through the cracks. This has streamlined my workflow, making it easier to stay on top of all client engagements.

Nachteile:

Setup can be tricky and time consuming.

Essential Tool for Running My Firm

Kommentare: SUPER EASY to set up. The pre-existing templates were easy to implement and tailor.

Vorteile:

I love that is fully tailored for bookkeepers/accountants. It has features that are paramount to running a successful firm. I love the celebrations too when you close a project- just feels like someone is celebrating with you!

Nachteile:

The client portal doesn't allow for back and forth collaboration (yet)