Financial Cents
Solo
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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
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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
-
Included
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Highlights
Proposals & engagement letters
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Included
-
Highlights
QuickBooks Online Integration
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Included
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Highlights
Budgeting & reporting
-
Included
-
Highlights
E-signatures
-
Included
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Highlights
AI Features
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Included
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Highlights
Lock files behind an invoice
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Included
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Highlights
Project based billing
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Included
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Highlights
Retainers
-
Included
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Workflow & Task Management
Work tags / statuses
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5
Limited
Team
-
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
E-signatures
-
Included
-
Highlights
AI Features
-
Included
-
Highlights
Lock files behind an invoice
-
Included
-
Highlights
Project based billing
-
Included
-
Highlights
Retainers
-
Included
-
Highlights
Integrated email
-
Included
-
Highlights
Unlimited tags, client groups, and custom fields
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Included
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Workflow & Task Management
Work tags / statuses
-
Unlimited
Included
Scale
-
Highlights
Auto-follow ups for client tasks
-
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
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
-
Included
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Highlights
Profitability reports
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Included
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Highlights
OneDrive & Google Drive two-way sync
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Included
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Highlights
Tax Integrations: Drake, UltraTax, ProConnect, ProSeries, CCH Axcess
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Included
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Highlights
Proposal packages
-
Included
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Workflow & Task Management
Work tags / statuses
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Unlimited
Included
Enterprise
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Advanced Security
IP Fencing/IP Whitelisting
-
Included
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Advanced Security
Mandatory 2FA Option
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Included
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Advanced Security
Custom user permissions
-
Included
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Advanced Security
Webhooks
-
Included
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Highlights
Priority support
-
Included
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Highlights
Premium training & onboarding
-
Included
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Highlights
Dedicated customer success manager
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Included