Financial Cents
Solo — annual
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Highlights
User limit
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Single user only
Included -
Highlights
Workflow and to-do lists
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Included
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Highlights
Workflow automations
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Included
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Highlights
Client tasks & requests
-
Included
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Highlights
Client portal
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Included
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Highlights
Secure file sharing
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Included
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Highlights
Document management
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Included
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Highlights
Client CRM & database
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Included
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Highlights
Time tracking
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Included
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Highlights
Invoicing & billing
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Included
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Highlights
Proposals & engagement letters
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Included
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Highlights
QuickBooks Online Integration
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Included
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Highlights
Budgeting & reporting
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Included
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Highlights
E-signature
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Included
Team — annual
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Highlights
User limit
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No minimum on annual billing
Included -
Highlights
Workflow and to-do lists
-
Included
-
Highlights
Workflow automations
-
Included
-
Highlights
Client tasks & requests
-
Included
-
Highlights
Client portal
-
Included
-
Highlights
Secure file sharing
-
Included
-
Highlights
Document management
-
Included
-
Highlights
Client CRM & database
-
Included
-
Highlights
Time tracking
-
Included
-
Highlights
Invoicing & billing
-
Included
-
Highlights
Proposals & engagement letters
-
Included
-
Highlights
QuickBooks Online Integration
-
Included
-
Highlights
Budgeting & reporting
-
Included
-
Highlights
Integrated email
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Included
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Highlights
E-signature
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Included
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Highlights
Unlimited tags, client groups, and custom fields
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Included
Scale — annual
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Highlights
User limit
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No minimum on annual billing
Included -
Highlights
Everything in Team Plan
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Included
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Highlights
Auto-follow ups for client tasks
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Included
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Highlights
Customize client task emails
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Included
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Highlights
Task dependencies
-
Included
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Highlights
Auto-send email updates
-
Included
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Highlights
Auto-create work
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Included
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Highlights
Optional upsell services in proposals
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Included
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Highlights
SmartVault Integration
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Included
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Highlights
OneDrive & Google Drive Integration
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Included
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Highlights
Zapier (5,000+ Integrations)
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Included
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Highlights
Open API
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Included
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Highlights
Branded client portal
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Included
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Highlights
Shared email Inbox
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Included
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Highlights
Multiple email integrations per user
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Included
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Highlights
Profitability reports
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Included