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Create or update client records, and initiate new project from Cognito Forms to Financial Cents

Create client records and initiate new projects in Financial Cents when your Cognito Forms are filled out. This accelerates tax preparation processes, ensuring you have all necessary information at your fingertips.

Create or update client records, and initiate new project from Cognito Forms to Financial Cents

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Overview

Create client records and initiate new projects in Financial Cents when your Cognito Forms are filled out. This accelerates tax preparation processes, ensuring you have all necessary information at your fingertips.

Create or update client records, and initiate new project from Cognito Forms to Financial Cents