Now you have the ability to link client resources, apps or other information in the client's profile for your team to access.

e-signatures are finally live with our Adobe Sign integration! This makes it easy to request proposals, tax returns, and other important documents to be signed by clients from within Financial Cents! Get started and learn how to set up e-signatures here.

The Zapier Integration allows you to integrate Financial Cents with over 5,000 apps. This creates many opportunities to keep client data in sync across your apps or automate admin work. For example, you can set it up to automatically create a client in Financial Cents after a proposal is signed by a client and/or to create a client folder in Google Drive after a new client is added to Financial Cents. We created an article with some use cases and how to set them up here. The Zapier Integration is part of the new Scale Plan.

We now have Candian servers to store documents and keep Candian Firms in compliance.

Now if you update a project that already has future recurrences you can push those changes to the recurrences already created. For example, if you added or edited a few tasks to a Monthly Bookkeeping project for January now you can push those changes to the February, March, and April projects already created! You can do this by going to Actions > Project Details > Update future recurrences.