# Financial Cents Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Financial Cents the right Accounting Practice Management solution for you? Explore 264 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/186837/Financial-Cents/reviews --- Financial Cents 4.8 (264) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Reviews of Financial Cents Ease of use 4.9 Customer Service 4.7 ## Pros and Cons in Reviews Candance W CEOAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “Accounting software Integration: FC offers payment processing that integrates with my accounting system, AND integrates directly with my client's accounting systems to supporting and easy month end close process - saves clicks and time all around.“ January 16, 2026 Marcus S Founder and CEOAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “The price point is a bit high for smaller firms just getting started and it does not have the full Financial Statement connectivity yet to QBO to perform balance sheet reconciliations or general financial review.“ January 13, 2026 Candance W CEOAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “FC's tutorials are straight forward and great for visual learners like myself. And, built in time tracking is helpful in understanding time budgeting for my diverse service offerings.“ January 16, 2026 DB David B PartnerAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “There is no file editing capabilities built in but there is also no way to sync files so you are forced to download them each time. When uploading files after working on them it doesn’t give you the option to replace the existing file, just creates a separate copy.“ September 19, 2025 Nick I Firm ownerAccounting, Self-employedUsed the software for: I used a free trial. “It provides everything I need, including secure document sharing, a dedicated client portal, and helpful automation features.“ January 6, 2026 TT Travis T BookkeeperAccounting, Self-employedUsed the software for: Less than 6 months. “not having a monthly plan for the subscription, I wish there was a monthly subscription for those small businesses like myself that can't afford to dish out $1,600 at once“ January 12, 2026 AW Angeliese W Owner and FounderAccounting, Self-employedUsed the software for: 6-12 months. “I love that I can manage documents, passwords, client communications, set up recurring or non-recurring templates with recurring monthly tasks for each client.“ September 19, 2025 Nick I Firm ownerAccounting, Self-employedUsed the software for: I used a free trial. “As a solo practitioner, I wear every hat in the business, and I used to waste so much time chasing down documents and managing emails.“ January 6, 2026 ## Showing most helpful reviews Showing 1-25 of 264 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Eden W. Senior Accountant Accounting Used the software for: 2+ years ### "Great, but not quite Perfect" September 30, 2025 4.0 It's been a great product; easy to implement and get my users on board using it. I still need to get everyone to link their emails, but baby steps. Pros It's easy to use, great for tracking project status, and it's nice to be able to link emails to specific projects for collaboration. Cons I wish they would focus on making the project management portion perfect before adding new features like invoicing and proposals. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Aero Workflow](https://www.capterra.com/p/158169/Aero-Workflow/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing Financial Cents It seemed easier to use, the reviews were great, and it was specifically for tax and accounting firms. Switched from [OfficeTools](https://www.capterra.com/p/165549/OfficeTools/) It was a desktop application and was difficult to set up. Setting up any new templates took a long time, so it was impractical. Review Source CKG Chelsey K G. Founder and CEO Accounting Used the software for: 2+ years ### "Financial Cents Brings Peace of Mind to My Firm" September 18, 2025 5.0 Pros has been a game-changer for my bookkeeping firm. Before using it, keeping track of client deadlines and workflows felt overwhelming. Now, everything is in one place—projects, recurring tasks, and client communications—so nothing falls through the cracks. What I love most is how easy it is to set up and use. The recurring workflows save me hours every month, and the dashboard makes it simple to see exactly what needs to get done. I also appreciate how client information, documents, and notes are stored in one place, which cuts down on back-and-forth and keeps my team on the same page. The support team is excellent, too. They’re quick to respond and genuinely listen to feedback, constantly improving the platform. It feels like the software was designed specifically for bookkeepers and accountants, which makes a big difference compared to generic project management tools. Since moving to Financial Cents, I feel more organized, confident, and less stressed about deadlines. It’s truly helped me scale my firm and free up mental space to focus on serving clients and growing the business. Cons I wish there were more options for customization in dashboards and reporting to better fit my firm’s unique workflows. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) Asana still had too many manual repetitive tasks I had to complete Review Source KC Kyle C. Owner Accounting Used the software for: I used a free trial ### "Organized Tasks" August 1, 2024 4.0 Pros has transformed the way I manage client tasks. The intuitive dashboard allows me to easily assign, track, and prioritize tasks for each client. The ability to set due dates and receive reminders ensures that nothing falls through the cracks. This has streamlined my workflow, making it easier to stay on top of all client engagements. Cons Setup can be tricky and time consuming. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents Price and the free trial seemed to work for me to test the product. Review Source KM Kevin M. Owner Accounting Used the software for: Less than 6 months ### "Strong first impression for workflow management" March 17, 2026 5.0 Our experience so far has been very positive. We recently signed up on the annual plan, and the onboarding and first impressions have been strong. appears thoughtfully designed for firms that need better workflow management, clearer task visibility, and more consistency across recurring client work. It’s still early, but we’re optimistic about the value it can bring to our practice. Pros seems purpose-built for accounting firms. The interface is clean, the workflow structure is intuitive, and it gives strong visibility into recurring tasks, deadlines, and team accountability. So far, it looks like a solid solution for standardizing processes and keeping client work organized. Cons We’re still early in the rollout, so it’s a little too soon to give fully informed feedback on drawbacks. The main challenge so far is simply that implementation takes time, especially when setting up workflows and training the team. Review Source BS Beth S. Admin and Bookkeeper Accounting Used the software for: 2+ years ### "Great Task/Time tracking for your money" September 27, 2025 5.0 Overall, has been much better for us than any of the other software programs we have tried for task management and time tracking. We do not currently use the billing side but everything looks pretty easy, and hopefully someday they'll have a real app that works as good as the website. Pros is very easy to use, everyone in our firm was able to figure out what they need. The reporting contains everything we need and is easy to access. The templates are great, and its also very easy to customize whatever we need. The different pipeline views are helpful as we can each customize it to what works best for us so nothing slips thru the cracks. The time tracking ability to have multiple timers that you can switch between and add notes as you're working is also very helpful. The client task reminders and upload portal are great and intuitive for our clients. Cons Using on a mobile device is not nearly as nice as using it on a computer. Accessing client uploads is not intuitive on our end, and the client chat does not always notify us or the client, especially if a project is already closed. Alternatives considered [monday.com](https://www.capterra.com/p/147657/monday-com/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents The other options didn't have all of the features at a price point that worked for us, and the sales reps i spoke re: demos weren't nearly as nice Switched from [Trello](https://www.capterra.com/p/211559/Trello/)[BigTime](https://www.capterra.com/p/131076/BigTime/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) none of them had all the things we need in one place or for a price that was valuable. Review Source GF Gabrielle F. Founder Accounting Used the software for: 2+ years ### "Why Financial Cents Works Well For Me" September 23, 2025 5.0 Overall I like very much and am very happy plus love the idea that I can grow with this app. Pros It's the best practice management app for my needs since it focuses on workflows and is flexible and easy to use to stay on track and on top of deadlines. It helps me get the needed info from my clients as well in a way that is convenient for everyone. Customer support is very good too and they are always working on improving the app. Cons My only concern is that it has now become a very robust application and with all the bells and whistles that also makes it more complicated. I do not use all the features, but that said, the help files are good so I can usually find what I need on my own if I am expanding to use a new feature that I'm unfamiliar with. Alternatives considered [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents Better fit for my needs and the price point and way that it worked was what I was looking for; works well for small firms. Switched from [Pixie](https://www.capterra.com/p/200797/Pixie/) Improved workflow and template setup was better for my purposes. Review Source João C. Accountant and Tax Consultant Accounting Used the software for: Less than 6 months ### "Great value for reliable workflow tool - closest there is to a all-in-one tool currently " September 19, 2025 5.0 Pros gives us peace of mind with strong security for sharing and requesting documents from clients, while offering great value for money. Their customer support is responsive and helpful, and the platform makes project collaboration super easy being possible to easily assign task and projects and automate certain steps on the workflow. Document management and payment processing are easy to handle, the possibility of sending proposals and engagelment letters with great flexibility made us cancel our ignition subscription which was no longer needed. The templates took us a while to set up but now they save us a lot of time. Data import and custom forms also work but could be improved. Cons The transition from Trello boards and spreadsheet to FC had to be made manually and that was a cosiderable investment of time in setting everything up, once done it was worth it though. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents Best cost/benefit overall, more integrated with solutuions i needed Switched from [Trello](https://www.capterra.com/p/211559/Trello/) Overgrown trello, it became a madness to manage so many boards, FC made it a breeze Review Source Penny M. BAS Agent Bookkeeper Accounting Used the software for: I used a free trial ### "A great tool but just wasn’t right for us" October 29, 2025 4.0 Overall, I think is a great piece of software to help small businesses manage clients, workflow, team work and gave clarity over where work was up to. Pros Loved the inbox feature, I think this would have helped with productivity. I loved how the clients were set up and connected and how the jobs against clients gave clarity over the workflow Cons Cost. It was just too expensive for a small practice. There really wasn’t anything else I didn’t like Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents In the end I didn’t. I ended up going with Karbon Switched from [ClickUp](https://www.capterra.com/p/158833/ClickUp/) ClickUp just didn’t have the extra functionality that I needed for managing my practice Review Source Erin G. CEO Accounting Used the software for: Less than 6 months ### "Financial Cents - changing our Accounting firm" January 15, 2026 5.0 We have really enjoyed it and only 4 months in. It has increased our transparency as to what everyone is working on. Pros Ease of use and project collaboration is bar none. Task Management really puts it all in one place. Cons Nothing "yet", there are a few odds and ends, for instance, email integration can not be done with shared mailed boxes, but I feel they'll get there! Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents Integrations and price for sure. Also, we felt like FC was being straight with us Review Source Scott G. President Accounting Used the software for: Less than 6 months ### "Great for small CPA firms with limited resource to start up a capable CRM." September 19, 2025 4.0 Easy to navigate and learn, a lot of potential with workflows that I'll tap into more and more as I use it. Pros I like the simplicity of getting started with it combined with having the core features all firms need in a CRM/Practice management (billing, proposals, client information, and projects). Cons Some key features are little lack luster. I.e. billing options when creating proposals are limited. The most notable one missing for the proposals is to auto-bill on project(s) completion. The integration with adobe sign doesn't allow clients to download a copy of what they signed. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[Firm360](https://www.capterra.com/p/197013/Firm360/) Reason for choosing Financial Cents Ability to do 3 tier proposals in my practice mgt/crm. Review Source CS Cindy S. CPA Accounting Used the software for: 2+ years ### "Financial-Cents has been a game-changer for our firm" September 18, 2025 5.0 Financial-Cents has been a game changer for our firm. It helps our team stay organized and makes it easy to stay on top of all the work we need to do. We’ve set it up so that each project has clear, step-by-step workflows, which makes everything much easier to follow. One of my favorite features is the automation. We can automatically send updates to clients when certain steps of a project are complete, which saves us time and keeps clients in the loop. The client tasks feature is also fantastic. Our clients get a clear checklist of what we need from them, with built-in reminders. For recurring requests each month, we’ve automated those too. Our clients love how smooth and straightforward the process feels. The chat feature works beautifully for client communication, and I really appreciate the customization options that allow us to tailor the system to fit our firm’s needs. On top of that, the team behind Financial-Cents genuinely listens to their users. They’re constantly adding new features and improvements based on feedback. Their monthly “feature recap” meetings are amazing as well because they share updates and also take the time to answer questions and hear our opinions live. Overall, Financial-Cents has improved our organization, client communication, and workflow efficiency tremendously. I would highly recommend it to any firm looking for smoother processes and stronger client relationships. Pros Organized workflows – Projects set up with clear, step-by-step processes. Automations – Automatically send client updates when project steps are completed. Client tasks – Clients receive checklists, reminders, and recurring monthly requests. Client chat – Smooth, built-in communication with clients. Customization – Flexible setup tailored to our needs. Recats - links with QBO to pull uncategorized transactions and request info from clients. User-focused development – Regularly adds features and improvements based on feedback. Feature recap meetings – Monthly live sessions to share updates, answer questions, and gather user opinions. Cons File storage - you cannot open files in native apps (Excel, Adobe) without downloading them first. They are continually making improvements so I'm hoping they'll add this feature soon! Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Financial Cents had the most customization and was the easiest to use. Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Jetpack Workflow was very outdated and wasn't making any improvements. Review Source CE Cara E. Business Operations Director Accounting Used the software for: 2+ years ### "Ever-evolving Software with Unlimited Potential" September 18, 2025 4.0 Although the constant changes make it challenging to fully embrace the product, it remains user-friendly and is on the right track to potentially become the most valuable software out there for managing the volume and pressure of tax season. Pros It is a fantastic workflow tracking software. It has been a game-changer for us. It is easy to leave notes and to keep an eye on the progress of projects because the whole team can see the status at any time. It has upped our efficiency, keeps us on track, and helps us keep key information (e.g., sending a paper vs digital return, text rather than call preferences, etc.) that is unique to each client visible, so we can best serve our clients. Cons Support is a challenge. More often than not, the people on the live chat are unsure of the answers and frequently need to escalate issues to the design team and other relevant teams to find solutions. The ever-changing updates make the software feel underdeveloped, and that we are just one giant beta test for a company that does not provide a ready-made product. It was especially disruptive to have updates that disrupted the regular flow in the middle of tax season. It would be beneficial to slow down the constant changes, allowing people to feel they've mastered the program and can use it easily. Alternatives considered [CS Professional Suite](https://www.capterra.com/p/89836/CS-Professional-Suite/) Reason for choosing Financial Cents is a more robust program and is more aligned with what we wanted in a software like this. Review Source TC TANYA C. Owner Bookkeeper Accounting Used the software for: I used a free trial ### "Bookkeeper ONE Application Tool " February 24, 2025 5.0 Initial setup was easy. I like that there are videos to show you step-by-step how to do certain tasks. I like that there are tips and tricks offered every so often! Pros This application is certainly geared towards bookkeepers & accountants. Each component in this application has been thoroughly thought out to best suit the intricate needs of a day-today, month-to month tasks. The capability to effortlessly send clients requests to supplying client with reports at the client of a button, is worth its weight in gold. My clients like that the application has superb security measures in place. Clients also like the idea of not having to physically bring documents to me, or have multiple phones from me when I need information. I have utilized several apps, plus email & text to run my bookkeeping business. Although those tools worked, has EVERYTHING you need in ONE application. Cons I have used FC for a while. I cannot think of anything that I dislike at this time. Alternatives considered [Jetpack](https://www.capterra.com/p/234833/Jetpack/) Reason for choosing Financial Cents Financia Cents was the most streamlined, robust, and client friendly. Review Source RD Raegan D. Owner, Bookkeeper Accounting Used the software for: 2+ years ### "Great for Project & Task Management" September 18, 2025 5.0 Pros has been a game changer for keeping me and my team on task and all on the same page. It allows us to schedule recurring projects throughout the month vs all at EOM. I love that we can leave comments so we all know the status or roadblocks for each open project. I couldn't run my firm so efficiently without Financial Cents! It's super user friendly and easy to integrate with QBO. May favorite feature may be the Client Vault where you can store login credentials, account numbers, and direct links to financial sites. Cons No dislikes; I do wish it was a little more affordable for us smaller firms though. However, I like that you can pay by the year to receive a small discount. Alternatives considered [Keeper](https://www.capterra.com/p/10012825/Keeper/) Reason for choosing Financial Cents I chose over the other that I tested due to the UI. The layout of Financial Cents is less cluttered and easier to read. It is less overwhelming! Review Source AJ Adam J. CEO Accounting Used the software for: Less than 6 months ### "An All-in-One Solution for Accounting Workflows" March 11, 2025 5.0 has been a valuable tool for managing our bookkeeping and accounting workflows. It has simplified collaboration, improved task visibility, and helped ensure deadlines are met. While there’s room for growth, the team is highly responsive to feedback, and I’m happy with the direction the product is going. It’s a great solution for accounting firms looking for a balance between usability and powerful workflow management. Pros has an intuitive interface that makes it easy to track both projects and tasks in one place. The onboarding process is smooth, and I appreciate that all features are included in one transparent price—no hidden costs or add-ons. The platform is also evolving in the right direction, striking a balance between flexibility for unique workflows and simplicity for team adoption. Cons As a growing platform, some features are still in development. For example, online billing for Canadian users isn’t available yet, which would make managing payments much more convenient. Additionally, while the system is flexible, there are still areas where customization options could be expanded to better fit different firm structures. Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Financial Cents Chose over Karbon because Karbon’s workflows feel idiosyncratic and less intuitive for our needs. Financial Cents offers a more straightforward approach to task and project management, making it easier to implement without unnecessary complexity. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) Switched from Asana to for its accounting-specific features, better workflow tracking, built-in due date automation, and client management—all in one platform. It’s more tailored for bookkeeping needs without unnecessary complexity. Review Source jS joyelle S. accounting admin Accounting Used the software for: 2+ years ### "easy to use, helps with organization" September 18, 2025 4.0 good experience. like it better then the last one we were using much easier to get around in and work with Pros FC is easy to use and helps keep client work organized it has lots of ways to keep documents stored and maintianed Cons hard to use from a phone not the easiest to get new clients onboarded when they are doing it from home Alternatives considered [Othership](https://www.capterra.com/p/266602/Othership/) Reason for choosing Financial Cents liked it better then the others and that it why Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) didnt like the other product. like FC better Review Source LR Lisa R. Owner Accounting Used the software for: Less than 6 months ### "Streamlined Workflows That Keep My Firm on Track" September 18, 2025 5.0 Overall, it gives me the confidence that nothing is overlooked and allows me to spend more energy focusing on clients rather than chasing down details. Pros has been a game-changer for keeping my bookkeeping workflows organized. I love how easy it is to set up recurring tasks, track client deadlines, and have everything in one place. The automation around reminders and checklists saves me hours each month. I also appreciate that it’s designed with accounting and bookkeeping firms in mind, not just generic project management, so the features actually fit how we work day to day. Cons I don’t like that there is no month-end quality control system. As a bookkeeping firm, having built-in tools to ensure every reconciliation and closing task is completed properly would make the software even more powerful. Alternatives considered [Keeper](https://www.capterra.com/p/10012825/Keeper/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Financial Cents I chose because it’s built specifically for bookkeeping and accounting firms. Keeper and Asana are good tools, but they feel more generic or geared toward client communication and project management in a broad sense. Financial Cents already has the workflows, automations, and task structures that match how a bookkeeping firm actually operates. Review Source TT Travis T. Bookkeeper Accounting Used the software for: Less than 6 months ### "Financial Cents Has It All" January 12, 2026 5.0 My overall experience with has been great! When I first started my business I signed up with them and never used the system. Now that its been some time and I returned because it has everything I need to run my business Pros has everything you need in one place, from the time tracking to payment processing, task management, project management, this system has it all! Cons not having a monthly plan for the subscription, I wish there was a monthly subscription for those small businesses like myself that can't afford to dish out $1,600 at once Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) I switched because HoneyBook didn't have everything in one place like . I have four different platforms to do everything that is in Financial Cents Review Source VH Vance H. Owner Accounting Used the software for: Less than 6 months ### "FC is the best choice" September 19, 2025 5.0 It has been fantastic. The platform itself is intuitive and easy to use, which has made a big difference for both me and my team. My clients also love the system. It’s user-friendly, organized, and keeps everything running smoothly. Pros It is easy to use, easy to set up and transition over from an old system, and does everything it claims. Cons I wish I could use proposals without using the payment platform. I have a great, very cheap payment processor so I don't need to bill through FC but I do need the proposal software. I am sure it is great but I don't need it right now. Alternatives considered [Keeper](https://www.capterra.com/p/10012825/Keeper/) Reason for choosing Financial Cents Didnt give the same vibe as that it would work as well Switched from [Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) It didnt offer features that should be standard. Review Source MLT Michelle L. T. Firm Owner Accounting Used the software for: 2+ years ### "I highly recommend Financial Cents" September 26, 2025 5.0 The team at FC are just stellar. They listen and care about their customers. They make changes that are requested, they provide a roadmap. I haven't seen another software firm come close. I'm thrilled to have this level of access and customer support given I'm a boutique firm. Pros FC keeps me organized, removes the document request and collection headaches, and lets me do what I do best. I love collaborating with my team through the app instead of endless emails. My clients love the easy and secure login process. Cons It's not cheap, but it IS absolutely worth the investment. The payback in your time and sanity is 10x. Review Source Alicia S. Bookkeeper Accounting Used the software for: 6-12 months ### "A Game-Changer for Workflow and Client Management" September 19, 2025 5.0 Overall I absolutely love . It has given me a sense of assurance that I am on top of my workflow deadlines. Pros What I like most about is how seamlessly it combines client management and workflow automation in a very user-friendly interface. The integrations make my processes more efficient, while the built-in accountability features keep my team and projects on track. On top of that, their customer service is excellent, responsive and genuinely supportive, which makes using the platform an even better experience. This software has truly changed my business and provided me with a sense of ease knowing I am meeting deadlines. Cons Some clients find it challenging to access and sign the documents I require, which can slow things down. I also wish there was a way to group workflow projects together for easier prioritization. In addition, it would be helpful to have an option to close or archive a project without completing every task, so I can track when a client hasn’t followed through while still keeping a record to refer back to later. Review Source Nick I. Firm owner Accounting Used the software for: I used a free trial ### "Great tool for a solo practice. " January 6, 2026 5.0 My overall experience with has been fantastic. As a solo practitioner, I wear every hat in the business, and I used to waste so much time chasing down documents and managing emails. Financial Cents solved that without breaking the bank. The setup was quick, and having the Solo Plan meant I didn't have to pay for seats I didn't need. The client portal is the standout feature for me—it makes me look much more professional to my clients and keeps everything secure. Between the automated reminders and the easy document sharing, it feels like I hired a virtual assistant for a fraction of the cost. Pros The Solo Plan is an ideal solution for a single-person practice like mine. It fits my budget perfectly without sacrificing functionality. It provides everything I need, including secure document sharing, a dedicated client portal, and helpful automation features. Cons would have liked e-sginature in the solo plan but this is not a dealbreaker. the price is cheap enough that it is a win/win if i want to have a client portal. Review Source GG Gloria G. Owner Accounting Used the software for: 1-2 years ### "Highly recommend - Great software" September 18, 2025 5.0 Great software & constantly improving!! Also great customer service. It has helped tremendously with my client work Pros I've been using for almost 2 years & it has helped me so much for keeping track of client work & staying on top of everything. I love the time tracking feature as well so I can see my profitability for each month or for each client. I love the ability to request documents or send questions for transactions & receive a email that it was resolved. Cons I wish there was quality assurance feature. This would be helpful to have that feature as part of the client work Review Source LM Luis M. Business Manager Accounting Used the software for: Less than 6 months ### "Overall great experience" December 11, 2025 5.0 Pros allows us as a firm to be more organized. We can take more time to actually help clients, instead of having to worry about running everything. With the integrations that are possible with Financial Cents, we are able to keep everything moving forward. It is very easy for projects to switch between team members if something were to happen. If a team member is sick, another team member can still offer the clients a good client experience because of the team/client task keeping everyone in order. Cons As a firm, we are looking into offering more bilingual services. This causes an issue with because the client portal isn't able to be set to a different language. This will complicate the client experience for Spanish speakers. We have talked to the customer service department, and it looks like this service is already in the roadmap for the future. Review Source LJ Leandro J. Accountant Accounting Used the software for: 1-2 years ### "The best management tool" January 6, 2026 5.0 Excellent, it works well, helps us to stay on track. It accomplish everything that it promises, it's our most used tool. Pros Help us to stay on organized. Prioritize urgent tasks. Stay in touch with our clients. And organize our documents. Cons Could have more integrations. We wanted it to have built-in calendar integrations. More automated features. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.