Financial Cents is the #1 workflow software for accounting firms.

We help firm owners:

  • Streamline their accounting workflows

  • Delegate and track the status of client work

  • Scale their practice with ease

Inside Financial Cents we have 10 accounting workflow templates pre-loaded and ready to use. For your firm to have access to these, all you need to do is Start Your Free Trial Here and then go to the "templates" tab in Financial Cents.

Once you're in the "templates" tab you can easily customize the templates to fit your process. You can add walkthrough videos, or any additional information to streamline your firm.

The pre-loaded workflow templates in Financial Cents include:

  • Individual tax return (1040)

  • Business tax return (1120)

  • Business tax return (1065)

  • Monthly bookkeeping

  • Quarterly review

  • Year-end review

  • Payroll

  • Client onboarding

  • Staff onboarding

  • Lead tracking

Where to find these Templates in FC

Circled in red is the "templates" tab where you will find all of our provided templates:

To quickly set up and start using Financial Cents, check out our Ultimate Getting Started Guide.

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