The scale plan is all about supercharging your firm with advanced automation and integrations. For example:
Automate client & work creation
When a client signs a proposal, it automatically creates the client and their work in Financial Cents.
Automate client follow-ups
Send automated text and email reminders to get client responses faster
Automatically update clients
Automatically send customized emails to clients as tasks are completed for status updates, surveys, scheduling meetings, or more.
Integrate your entire tech stack
Integrate with all your favorite apps to automatically keep client information in sync across your apps and access other apps from inside Financial Cents.
Features included in the Scale Plan:
Google Drive (coming soon)
One Drive (coming soon)
Tax Integrations (coming soon)
Upgrade to unlock these features
We'll ask you about your needs, help you understand how pricing works, and get you started with new features.