You do not have to figure out Financial Cents on your own. Every Wednesday there is a live session you can join, whether you are setting up your first workflow, have a question you keep meaning to ask, want to see what is new, or want to hear how other firms run on Financial Cents. All sessions are free, run on Zoom, and are open to every customer on every plan. Register once for each series and join whichever dates work for you.

Several sessions can land on the same Wednesday at different times, so check each registration page for exact dates.

Welcome Wednesday is our platform fundamentals session for newer customers. We share our screen and walk through the basics: exploring your settings, creating clients, projects, and tasks, and bringing your clients into the workflow with Client Tasks. The floor stays open for questions the whole way through, so the session adapts to what the people in the room need help with.

After each session, everyone who registered receives a follow-up email with the recording, answers to the questions asked during the session, and any resources we discussed.

Office Hours is a live, open session for any Financial Cents customer, new or long-time. Each session opens with a short, practical topic from an expert on our team, for example setting up a tax return template, then turns into open Q&A where we work through your questions live in the app. Setting up workflows, turning on the client portal, making requests recurring, or something you have been meaning to ask: bring it and we will work through it together. No slides, no pressure. A product specialist is on hand each time, so you leave with an answer.

On the 1st Wednesday of every month, we cover the newest features in Financial Cents and how to use them in your firm. It is an interactive roundup, so bring your questions about anything that has shipped recently.

On the 3rd Wednesday of every month, our users host an open discussion about best practices for scaling a firm with Financial Cents. It is a collaborative conversation that brings together process, strategy, and real-world lessons from other firm owners. A member of our Support team sits in to field product questions.

Beyond the weekly sessions, we run one-off webinars throughout the year on topics like workflow, month-end close, AI in your firm, and building a tech stack that lets you take a vacation. Upcoming events and past recordings live on our Webinars and Events page.

You do not have to wait for a session. Reach out to our Support team by starting a chat inside Financial Cents, or browse the Help Center any time.