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Integrations

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39 articles
TaxAct IntegrationUse Google Drive to print tax returns from TaxAct to Financial Cents.
QuickBooks Online Integration: How it worksHow we integrate with QuickBooks Online
ProConnect IntegrationUse Google Drive to print tax returns from ProConnect to Financial Cents.
ProSeries IntegrationUse Google Drive to print tax returns from ProSeries to Financial Cents.
Lacerte IntegrationUse Google Drive to print tax returns from Lacerte to Financial Cents.
UltraTax IntegrationUse Google Drive to print tax returns from UltraTax to Financial Cents.
CCH Axcess IntegrationUse Google Drive to print tax returns from CCH Axcess to Financial Cents.
Google Drive Integration: FAQsAnswers to common questions about syncing files between Google Drive and Financial Cents, including setup, troubleshooting, and how the two-way sync works.
Gmail & Outlook Integration: How it works
SmartVault Integration (Beta)How to set up and use the SmartVault Integration
Financial Cents Open API
Integrate Typeform with Financial CentsHow to automatically create a client and work in Financial Cents when a Typeform is completed
Integrate Your Apps with Financial CentsMaximize Your Workflow Efficiency with Powerful Integrations
Anchor Integration with Financial CentsStreamline your workflow by connecting Anchor to Financial Cents
Connect Ignition to Financial CentsLearn how to connect Ignition to Financial Cents, map services and clients, and create projects from proposals.
Drake Tax IntegrationUse Google Drive to print tax returns from Drake Tax to Financial Cents.
Google Drive Integration: How It WorksKeep your Google Drive files and Financial Cents client files in sync automatically, so your team always has what they need in one place.

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Integrate Ignition with Financial CentsHow to automatically create a client and work in Financial Cents when an Ignition proposal is signed
Integrate Cognito Forms with Financial CentsHow to automatically create a client and a project in Financial Cents when a Cognito Form is completed
Integrate Google Forms with Financial CentsHow to automatically create a client and a project in Financial Cents when a Google Form is completed
Integrate GoProposal with Financial CentsHow to automatically create a client & a project in Financial Cents when a GoProposal Proposal is signed/won
Integrate Anchor with Financial CentsHow to automatically create a client in Financial Cents when an Anchor proposal is signed and approved
Integrate Proposify with Financial CentsHow to automatically create a client and a project in Financial Cents when a proposal is won
Integrate Dubsado with Financial CentsHow to automatically create a client & a project in Financial Cents when a Dubsado contract is signed
Integrate Dropbox with Financial CentsHow to automatically create a client folder in Dropbox after a client is created in Financial Cents
Integrate Google Drive with Financial CentsHow to automatically create a client folder in Box after a client is created in Financial Cents
Integrate Box with Financial CentsHow to automatically create a client folder in Box after a client is created in Financial Cents
Integrate Sharefile with Financial CentsHow to automatically create a client folder in Sharefile after a client is created in Financial Cents
Integrate OneDrive with Financial CentsHow to automatically create a client folder in OneDrive after a client is created in Financial Cents
Integrate 17hats with Financial CentsHow to automatically create a client in Financial Cents after a new client has been added to 17hats
Zapier Integration
Integrate Xero with Financial CentsHow to automatically create a client in Financial Cents after a new client has been added to Xero
Integrate Keeper with Financial CentsHow to automatically create a client in Keeper after a new client is created in Financial Cents