Feedback

I have chatted with your team about this. Our firm has had issues ongoingly with this, I have chatted to FC at length and never gotten a forever resolution. I think the last direction was to un-sync and re-sync your outlook, but that gives a worrying pop up warning when you go to do it so would need FC conf it will work ok and all history will be re-saved. I think they last resolved the last case by 'pushing a manual sync' which you could ask them to do - I have no idea why the syncing is inconsistent. It seems there is sometimes a one day delay (not helpful for our purposes - needs to be instant), and sometimes the email never syncs even though the staff member's email integration is set up.

Some firms create a separate SharePoint site for each client instead of one site with a folder per client. We'd like to manually link each FC client to the Documents library on that client's own site, with the same two-way sync the current integration offers.

Please add a secure IRS transcript integration to Financial Cents that allows authorized tax professionals to request, retrieve, and manage client transcripts directly within the client workspace. Business Need Tax professionals regularly use IRS transcripts for tax preparation, notice resolution, tax planning, compliance reviews, and verifying prior-year information. Currently, firms must access transcripts through a separate provider or IRS system, download the files, and manually upload them into Financial Cents. An integrated workflow would reduce administrative work, improve turnaround time, and keep client records centralized. Requested Features * Connect through an authorized IRS transcript service or approved third-party provider. * Retrieve commonly used transcript types, including: * Account Transcript * Tax Return Transcript * Record of Account * Wage and Income Transcript * Verification of Non-Filing Letter * Business Account Transcript * Support both individual and business taxpayers. * Select the taxpayer, tax form, tax period, and transcript type. * Request transcripts individually or in batches. * Automatically save transcripts to the appropriate client workspace and document folder. * Clearly display the request status, including submitted, processing, completed, failed, or authorization required. * Notify assigned team members when transcripts become available. * Allow firms to schedule recurring transcript monitoring for unresolved tax matters. * Track authorization documents and expiration dates, including Forms 2848 and 8821. * Provide searchable transcript data or summaries for items such as balances due, penalties, estimated-tax payments, return filing status, and income documents. * Allow transcript requests to be incorporated into Financial Cents workflow templates and client tasks. Security and Compliance The integration should include role-based permissions, multifactor authentication, encryption, taxpayer-data safeguards, and a complete audit trail showing who requested, accessed, downloaded, or deleted each transcript. Sensitive taxpayer identification information should be masked wherever full visibility is unnecessary. Suggested Workflow Open the client’s Financial Cents profile. Select “Request IRS Transcript.” Choose the taxpayer, authorization, transcript type, form, and tax period. Submit the request through the connected provider. Receive a status notification. Automatically store the completed transcript in the client’s designated folder. Create or update related tasks based on the transcript results. Expected Benefit This feature would eliminate repetitive downloading and uploading, reduce the risk of placing transcripts in the wrong client file, improve tax-resolution workflows, and give firms a more complete view of client compliance within Financial Cents. Priority High. IRS transcript retrieval is a recurring and essential workflow for tax preparation, tax planning, compliance, and tax-resolution firms.

Integrating with Phone text communications would be helpful. There are some clients who only communicate via text messages. Having the text threads within FC would also would be helpful. We use OpenPhone (now Quo) for client texts. An integrations would be helpful.

Sync clients and billing

I'm moving away from QuickBooks to Kick.co for future clients. Can we get integration with Kick?

Outlook/Google Calendar integrations have already been suggested. I think an addition to that could be a meeting scheduler like Cal or Calendly. Something easier for clients to schedule a meeting with the firm, and built right into FC. Either a FC-specific one or the ability to integrate Cal or Calendly. Even better if there could be two options for it. A stand-alone feature somewhere for non-project/task-specific meetings, and another option in the Client Tasks where we can select that we're requesting to schedule a meeting, we type in the purpose of our request, and the Client Task gives the client a link to our scheduler.

I appreciate the integration options, but I would be more inclined to upgrade my subscription if you added a Google Calendar integration. That would help prevent the double work of entering time twice, since Google Drive is how we schedule with clients.

It is really time consuming not having this integration

Instead of entering every client password into FC manually, have an integration to password managers like 1Password that brings in client passwords to FC. Similar to the integration to OneDrive with the 2 way sync.