Integrations
Integrate with all your favorite apps
40 articles
- OneDrive Integration: How It WorksConnect OneDrive to Financial Cents and keep client files in sync automatically in both directions, whether you're using a personal or work/school Microsoft account.
- 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.
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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
- 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