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Client Portal
Collaboration Tools
Customizable Templates
Task Management
Time & Expense Tracking
Billing & Invoicing
Reporting/Project Tracking
Audit Trail
For CPA Firms
Staff Management
Email Management
Secure Data Storage
Workflow Management
Web-based Deployment
Email
Help Desk
FAQs
Forum
Knowledge Base
Cloud, SaaS, Web-Based
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Annual Plan
$ 39
per user per month
Monthly Plan
$ 49
per user per month
Project Management Software
Workflow Software
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Financial Cents Demo