improved
Workflow
Billing
Document Management
Firm Placeholders in Automated Emails, One-Click Folder Sync, and Delete Payment Methods
We released several enhancements to existing features this past week:
- Firm placeholders in task automation emails
- One-click Sync Client Folder button
- Delete a client's saved payment method
Firm Placeholders in Automated Emails
We extended firm placeholders into the Team Task email templates!

The
Send email to client
task automation on Team Tasks now supports the Firm Representative and Firm Name, just like your Client Task email templates. Drop them into a template and they fill in when the email sends. One-Click Folder Sync
You can now manually kick off a sync between Google Drive and Financial Cents.

A new
Sync Client Folder
button syncs all client files between Financial Cents and the connected folder in Google Drive, so that you can manually kick off a sync, giving you a quick way to catch a client up whenever a sync falls behind, if needed.Delete Payment Methods
You can now remove a client's saved payment method right from their profile.

Each saved card or bank account has a delete action, available to users with the
Manage Billing & Invoicing
permission. Deleting removes the method so it can't be used again, and a confirmation step reminds you that any invoices set to collect from it will need a new payment method added manually. This gives your firm a way to retire a card or account that should no longer be on file.