Accounting practice management software provider
"Solo practitioners are the backbone of the accounting profession, yet they often face significant challenges when it comes to managing their practice effectively," said Shahram Zarshenas, CEO of Financial Cents. "Our solo plan is designed to provide them with the tools they need to manage their workflow efficiently and affordably, so they can focus on delivering exceptional service to their clients."
The solo plan is a less than a quarter the cost of the next most expensive tier, the $39 team plan, and less than six times cheaper than the $59 scale plan. It includes:
- A workflow dashboard that offers a clear overview of tasks and priorities;
- A client portal that offers a secure communication channel for updates, documents and requests with clients;
- Time tracking for billable hours
- A client CRM that centralized client information
- Streamlined collection and management of client information requests;
- File sharing to facilitate secure document exchange; and
- A document management system that centralized storage and facilitates fast retrieval and organization of files.
It lacks the integrated email, QuickBooks integration, AdobeSign e-signature integration, and unlimited tags, client groups and custom fields of the Team Plan. Meanwhile, the Scale Plan has everything the Team Plan has plus 11 other features meant for larger firms.
To help solo practitioners experience the benefits firsthand, Financial Cents is offering a 14-day free trial of the solo plan. This trial allows users to explore the platform's features and see how it can enhance their practice management.
The announcement comes a few months
