Integrations
Integrate with all your favorite apps
39 articles
- QuickBooks Online Integration: How it worksHow we integrate with QuickBooks Online
- 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.
- CCH Axcess IntegrationUse Google Drive to print tax returns from CCH Axcess to Financial Cents.
- TaxAct IntegrationUse Google Drive to print tax returns from TaxAct to Financial Cents.
- 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.
- 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.
Zapier
Integrate Financial Cents with 5,000+ apps
- 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
- How to Integrate with Gmail/OutlookHow do I add my Gmail or Outlook inbox to Financial Cents?
- How to Integrate with QuickBooks OnlineLearn how to connect your QuickBooks Online account with Financial Cents
- Where to Manage my IntegrationsHow can I manage my integrations in Financial Cents?
- Why documents uploaded by clients are not copied automatically to SmartVault