Now, your team can easily open other apps from within the work. This makes it easier to access the information your team needs to get their work done. Right now,  you can access your client's QuickBooks Online file and SmartVault folder, but soon will also be able to open client folders from Google Drive, One Drive, Sharepoint, and other document management systems as we release more integrations.

Now, when you delete or mark a client inactive in Financial Cents, it will automatically close all the work for that client and stop the recurrences on that work, making it easier to keep your to-do list up to date.

We created a few Zapier Templates to automate common admin processes in your firm. We have templates for processes like:

• Automatically create a new folder in Google Drive, Dropbox, Box, Sharefile, or Sharepoint after a new client is created in Financial Cents
• Automatically create a new client in Financial Cents after a proposal is signed in Ignition, Anchor, or GoProposal
• Automatically create a client in Financial Cents when a form is submitted on Google Forms or Cognito Forms

You can view the templates here.

Due to popular demand, you can now customize the client task reminders you send clients. This allows you to create a more personalized experience that builds trust with your clients. Learn about how to use this new feature in this article. The feature is part of the Scale Plan.