• All-in-One Platform: Centralizes workflow management, client communication, document storage, and billing for accounting professionals.
• Automation-Focused: Automates recurring tasks, client data requests, and reminders to reduce administrative work and prevent missed deadlines.
• Client-Friendly Portal: Features a secure, easy-to-use (password-less) client portal that speeds up document collection and communication.
• Ideal for: Solo accountants, bookkeepers, CPAs, and small to large firms seeking to streamline operations and improve efficiency.

• Comprehensive practice management software designed specifically for tax, bookkeeping, and accounting firms
• Combines CRM, workflow automation, client portal, document management, and billing in one platform
• Trusted by 10,000+ firms managing over 3 million clients worldwide
• Features AI-powered tools for document handling and reporting to increase efficiency

Financial Cents is a cloud-based accounting practice management software designed to help accounting, bookkeeping, and tax firms streamline their operations. It addresses the core problem of disorganization by consolidating client work tracking, team collaboration, client communication, and billing into a single, integrated platform. By providing tools for workflow automation, a centralized client CRM, and a secure client portal, Financial Cents helps firms prevent tasks from falling through the cracks, meet deadlines consistently, and improve overall productivity and profitability.

• Solo Accountants and Bookkeepers: Ideal for individuals needing to manage a growing client list efficiently without the complexity of enterprise-level software.
• Small to Mid-sized Accounting Firms: Enables teams to collaborate effectively, standardize processes, and gain visibility into all ongoing work.
• CPA Firms: Helps manage complex tax and accounting projects, track deadlines, and maintain a clear audit trail of client communication.
• Tax Preparation Professionals: Streamlines the entire tax season process, from client data collection and document management to tracking filing deadlines.

• Intuitive, clean user interface that simplifies onboarding and encourages team adoption.
• Powerful automation for client requests and follow-up reminders significantly reduces manual administrative tasks.
• Seamless integration with Gmail and Outlook centralizes client communication within project workflows.
• Highly responsive customer support and a track record of consistent, stable feature releases.
• Comprehensive feature set that combines project management, CRM, and billing in one tool.

• While it has a deep QuickBooks Online integration, support for other accounting software like Xero may be less robust, often relying on Zapier.
• The feature set is highly specialized for accounting workflows, which might be too rigid for firms offering a wider range of non-accounting advisory services.

Financial Cents offers a 14-day free trial on its plans.

• Solo Plan: $19 per month (billed annually). Includes 1 user, Workflow Management, Client CRM, Email Integration, Time & Billing, and the Client Portal.
• Team Plan: $49 per user/month (billed annually). Includes everything in Solo for 2+ users, plus Team Collaboration, Capacity Management, and Manager Roles & Permissions.
• Enterprise Plan: Custom pricing. For firms with 10+ users, this plan includes all Team features plus a Dedicated Account Manager, Custom Onboarding, and API Access.

• Recurring Client Management: Automate monthly bookkeeping, payroll processing, and financial reporting workflows to ensure consistent service delivery.
• Tax Season Workflow: Manage the entire tax preparation lifecycle, including automated client organizers, document collection, progress tracking, and e-signatures.
• Client Onboarding Automation: Standardize the new client intake process with proposals, engagement letters, and automatic creation of initial projects.

TaxDome is a comprehensive practice management platform specifically designed for tax, bookkeeping, and accounting firms. It consolidates all essential practice management functions into a single, unified system, eliminating the need for multiple disparate tools. The platform addresses the core challenge of managing complex workflows, client relationships, and revenue operations by providing an integrated solution that includes CRM, document management, workflow automation, client portal, billing, and AI-powered features. As an all-in-one accounting practice management solution, TaxDome streamlines operations from client onboarding to payment collection, while maintaining bank-level security and compliance standards.

• AI-Powered Document Management: Automatically tags, categorizes, and renames client documents with high accuracy, eliminating manual filing work and making records instantly searchable.
• Workflow Automation: Pre-built and customizable workflows automate repetitive tasks, track project progress, and ensure nothing falls through the cracks during busy seasons.
• White-Label Client Portal & Mobile App: Provides clients with branded access to documents, secure messaging, and task completion from any device.
• Unlimited CRM & Document Storage: Centralizes all client information, communications, and files in one secure location without storage limitations or per-client fees.
• Integrated Time Tracking & Billing: Tracks billable hours automatically, generates invoices, and accepts payments through integrated processors like Stripe and CPACharge.
• IRS Integration & E-Signatures: Direct access to IRS transcripts and built-in IRS-compliant e-signature functionality streamlines tax preparation and document collection.
• AI-Powered Analytics & Reporting: Generates custom and pre-built reports on firm performance, team productivity, and revenue metrics with AI-assisted search capabilities.
• Team Collaboration Tools: Real-time chat, task assignments, capacity planning, and workload management features keep teams coordinated and productive.

• Solo tax practitioners and CPAs looking to streamline operations
• Small to mid-size accounting firms (2-50 employees)
• Large accounting firms (50+ employees) requiring enterprise-grade features
• Bookkeeping services needing comprehensive client management
• Tax preparation firms handling high volumes during tax season
• Full-service accounting firms offering tax, bookkeeping, and advisory services
• Multi-location firms requiring centralized management across offices

• Tax Season Management: Automated organizers, IRS transcript pulling, and bulk e-signature collection
• Year-Round Bookkeeping Services: Recurring workflows, automated invoice generation, QuickBooks integration
• Client Onboarding Automation: Standardized pipelines for collecting documents, agreements, and payments
• Multi-Office Coordination: Unified client data, team collaboration, and performance tracking
• Advisory Service Delivery: Proposal templates, engagement letters, and structured communication channels
• Document Collection Campaigns: Mass document requests for year-end planning or compliance
• Remote Team Management: Real-time collaboration tools, capacity planning, and workload visibility

• True all-in-one solution reduces overall technology costs
• Unlimited document storage and CRM contacts without per-client fees
• Award-winning client portal and mobile app
• SOC 2 Type II certification ensures enterprise-level security and compliance
• Extensive integrations including QuickBooks, IRS, major tax software, and Zapier
• AI-powered features reduce manual document processing and reporting time
• Active community of 4,000+ members for peer support
• Comprehensive training resources including TaxDome Academy and live bootcamps

• Desktop app only available for Windows
• Some advanced features like AI-powered reporting are only in higher-tier plans

Essentials Plan

• $800/year (1-year commitment)
• $750/year (2-year commitment)
• $700/year (3-year commitment)
• Unlimited CRM built for accounting firms
• Award-winning web portal and mobile app
• Unlimited document storage and e-signatures
• Ready-made automations for workflows
• Secure communication with clients
• Faster payment collection
• Simplified client onboarding
• Unlimited educational resources
• Essential email and chat support for solo practitioners

Pro Plan

Premium Plan

• $1200/year per seat (1-year commitment)
• $1150/year per seat (2-year commitment)
• $1100/year per seat (3-year commitment)
• All Pro features included
• Exceptional TaxDome Client Care
• Bi-annual business reviews
• Direct integrations with client general ledgers