We released several new features this past week:

Now you'll know the moment a client has actually seen your message!

When you send a message in , a read receipt appears below it once a client contact has viewed it. Hover over the receipt to see exactly when it was read. If more than one client is on the chat, you'll see a count you can hover to view each person's name and timestamp.

See how much work is waiting before you ever open an MEC report.

Every link on your task rows now shows a count of items needing action which helps you to size up the workload across an entire close at a glance (vs. having to look into each report).

Lastly, we added a option to the quick date selector in your Month End Close reports.

That way, you can filter transactions to just those for this year with a click of a button!

We released several new features and improvements this past week:

We've released this highly anticipated feature!

Now, from a client's profile, click the new eye icon next to any contact to launch a read-only session and experience the just as they would.

Everything stays scoped to your own firm-side permissions, so you only ever see what you're already allowed to. When you're done, hit exit and you'll land right back where you started!

We've added some more sticky filters!

On the report, the header and footer now stay locked in place as you scroll through your list, so your search, filters, and export actions are always within reach. This applies to both the and tabs.

We added a filter to your list.

That way, you can instantly spot which invoices are Not Synced, Pending, or Synced. You can select more than one status at a time and stack it with your other filters to zero in on exactly the invoices that need your attention.

We also released an update to our API so that non-owners can now retrieve tasks through the Tasks API, returning the tasks each user has permission to view. For more information, see our API documentation here!

We released several improvements last week:

No more second-guessing your running timer!

The in the top bar now shows the client name you're tracking against, so you can confirm you're on the right work at a glance.

We also added the client and project to the tracker dropdown as well as made it more clear that the last option in the dropdown ("Today") is a clickable button that takes you to your Time Tracking entries filtered for today.

This should make it much easier to know exactly who you're currently tracking time for.

You can now select from the date filter picker across projects and tasks.

This gives you a quick way to surface everything that's both due today as well as overdue. No more manually setting an end date every time you want a current-and-past view.

The modal now shows a total alongside the dollar amount when you check entries.

You can verify both the hours and the value before adding them to an invoice, so there are no surprises when you hit send.

We've toned down the Financial Cents footer across all client-facing emails.

It's now smaller and less visually prominent, so your clients stay focused on your firm's communication rather than the platform behind it.

We released several new features and improvements recently:

Your Project Templates just got a whole lot easier to navigate. 💖

You can now organize your templates by dragging and dropping them between categories, which will then show up in the flow. This makes finding the right template take seconds (vs. scrolling through a long flat list).

Lastly, we also added a permission so you can decide who on your team can rename, reorganize, or delete categories.

You can now add emojis to project titles, project tags, and task section titles using either the new emoji picker or by typing shortcuts like .

This is great for visually distinguishing tax projects from bookkeeping, flagging priority sections, or just adding a little personality to your workflow.

You can now push reports directly into a project from a client's tab.

Hit on any MEC section, pick which reports you want to include, choose the target project, and you're done. Sections and reports are added as team task sections, ready to assign and track.

Template task sections can now be marked as non-recurring.

That way, you can create templates where most of the work repeats each year but specific sections (like one-time setup or onboarding tasks) shouldn't.

When you create a recurring project from the template, sections marked non-recurring will skip the recurrence and behave as one-off tasks. Otherwise, the section will continue to recur as it does on recurring projects today.

We released several new features and improvements this past week:

You can now tag documents directly inside Financial Cents. 🎉

We've added a full document tagging system so your team always knows the action state of any file (New, Downloaded, Needs Review, etc.).

We automatically apply the tag whenever a client uploads a file, and then your team can add or remove tags as needed. Tags sync instantly across all views of the file, so your whole team sees the same picture no matter where they're working.

You can also create your own custom tags with a label and color, rename or recolor existing ones, and delete tags you no longer need.

Lastly, on the report, you can now filter by tag to quickly triage which documents need action across all your clients.

We've shipped two new reports inside the feature:

surfaces any vendors that were created within your selected date range, so you can proactively request W-9s as soon as a vendor is added (vs. scrambling at tax time). You can review each vendor, track their W-9 status, and manage everything from inside the client's MEC tab.

gives you a clear view of any chart of accounts additions synced from QBO during your close period. From the report, you can review each account, update the account type and detail type, approve accounts (which pushes the corrected data back to QBO), or hide ones that aren't relevant. Approved accounts move to a dedicated tab so you always have a clean record of what's been signed off.

Both reports are also available to add to your projects and templates so it fits right into your existing close workflow.

Firms that quote work on a pre-tax basis can now choose to show pre-tax prices on proposals.

A new section in lets you set your default for all new proposals, but you can also always change the setting on a per proposal basis.

When pre-tax mode is on, your clients will see pre-tax totals with a note explicitly stating that tax is not included. Tax is still calculated and shown on the generated invoice as usual.

You can now drag and drop files directly onto a task row in the workflow list view to attach them!

Just drag a file from your desktop onto any or row and it attaches instantly (vs. having to click to ). The row highlights while you're dragging so you always know where the file is going to upload to.

We've improved how task dependencies are surfaced in the workflow list view.

Previously, if a task had an unmet dependency, you'd only find out after clicking to complete it. Now, tasks with an outstanding dependency show a greyed-out checkmark directly in the list, so your team can see at a glance which tasks are blocked without any extra clicks.

When creating a project, if you've entered a project name but haven't selected a client, the button now turns yellow to warn you that you're about to create a project without a client:

This makes it easier to catch an accidental omission before submitting. That said, the button is still fully clickable if you intentionally want to create a project without a client.

We released several new features this past week:

When a task automation triggers an email or creates a new project, we now pause and let you review and edit the details before anything is sent or created.

Check off a task with a "Send Email" and/or "Create Project" automation and you'll see a full slide-out panel to edit any details before sending and/or creating. Additionally, you have the option to skip sending and/or creating altogether, if needed.

This gives your team more flexibility with automations so you can send or create what you need to, when you need to!

When adding sections to a project OR a template via , you now get to choose exactly which report sections to include.

A new window appears that lets you expand each section, toggle individual reports on or off, and add only what you need, so your projects stay clean and relevant to the engagement at hand.

Recently, we released several new features and improvements:

You can now connect Financial Cents directly to your Google Drive!

Once linked, files and folders in your sync automatically in both directions, meaning changes made in FC appear in Google Drive, and changes made in Google Drive appear in FC.

To integrate your Google Drive folders to Financial Cents, navigate to . You can also learn how it works here!

We've added a to the project task list so you can update multiple tasks at once instead of one by one.

Enter via the ellipses menu, select the tasks you want to update, and make changes to assignees, due dates, or budgeted time across all of them in a single action.

We've made some quality of life improvements when locking files behind an invoice.

You can now:

This should make it easier to both locate the needed file and upload files to be locked on-the-fly!

You can now copy, move, and delete directly from the page (whereas before, you could only do so on the individual project pages).

Multi-select files using the checkboxes, then use the action toolbar to copy, download, or delete in bulk. This should make it easier to manage your files whether you're looking at the client or the project pages.

We received a lot of feedback in our user group that old, no-longer relevant transactions were displaying in Month End Close, so we've added the option to hide transactions that are older than a certain date.

Any transactions before the selected date will be hidden from the transactions list, allowing you to efficiently clear closed-period transactions. The setting auto-saves when you change it and can be removed at any time to restore the full transaction history.

This filter applies to transactions only and has no effect on vendors, accounts, or other data.

The report in now displays a field, showing the date of the most recent transaction that has been marked as reconciled.

This gives you a quick reference point when reviewing reconciliation status without needing to dig into individual transactions.

We released a couple of improvements this past week:

When you click the search bar, you'll now see the last 5 clients you visited, ordered by most recent.

This makes it much easier to quickly jump back to a client you were just working on!

When you @mention a teammate in a client chat, project task, or note, you'll now see right away if they don't have access.

Their name will appear greyed out with a "Doesn't have access" label. That way, you can't accidentally mention someone who isn't able to access the conversation.

We also released new API endpoints so you can now grab and update the fields on client profiles. For more information, see our API documentation here!

We released a big feature and a small usability improvement this past week:

You can now lock client files behind an invoice, meaning your client won't be able to access those documents until they've paid in full.

When creating an invoice, you'll see a new option. Click it to browse the files in that client's section, select the ones you want to lock (including bulk selection with shift-click), and confirm. Those files are then tied directly to the invoice and won't be made available to the client until the invoice has been paid.

For a walkthrough of this feature, watch our quick overview here!

Previously, when setting a task dependency, the tasks in the dropdown were listed in a random order with no grouping — making it difficult to find the right one, especially on projects with a lot of tasks.

Now, tasks in the dependency picker are organized to match the section structure of your project, so you can quickly find and select the correct task.

We released a couple of improvements this past week:

Now you can know exactly what you're walking into before you even click! Hover over the cell on the page to instantly see which tasks are still waiting on your client.

Spot what needs attention, decide what to tackle next, and click straight into the project when you're ready to act.

You can now toggle between open and closed project when pinning emails!

Previously, pinning was only available on open projects, which made it difficult to track communication that happened after a project wrapped up. Now you can toggle to include closed projects when pinning an email, keeping all relevant context in one place.