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Billing (64)
Client Portal (28)
Client Dashboard (53)
Document Management (31)
Integrations (35)
Notifications (16)
ReCats (2)
Time Tracking (22)
Workflow (118)
Email (68)
Reporting (39)
Team Members (10)
Settings (11)
Team Chat (13)
Filter, Sort, & Search (33)
Client Chat (29)
Security (5)
Project Templates (11)
Client Tasks (30)
Automation (10)
Tax Software Integrations
Lacerte, Drake, Proseries, Proconnect, Ultratax
0
517
Google Drive Integration
Include the ability to backup, route, and browse files from a specific Google Drive
2
254
Xero Integration
Sync clients and billing
1
268
One Drive Integration
One Drive Integration
5
240
Practice Ignition Integration
Practice Ignition Integration
0
246
E-Signature Capabilities (60)
E-Signature Capabilities (60)
0
174
Sharepoint integration
Sharepoint integration
0
139
Calendar Integration
Would love to see integration between Financial Cents calendar and my Outlook/Google calendar.
0
278
Integration with more e-signs softwares
Adobe sign is extremely expensive, as we need to use the enterprise subscription to be able to use with Financial cents, maybe an integration with Fuse or Annature would be great.
3
5
Textellent Integration
With more and more clients wanting to communicate via text. Integrating programs like Textellent would allow Financial Cents to capture conversations like it already does emails.
0
2
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