SwiftChecklist vs Financial Cents
SwiftChecklist is purpose-built for professional services firms that need structured client onboarding with conditional forms, e-signatures, and a no-login client portal — all running in under 30 minutes. If your firm is focused on client intake and document collection, SwiftChecklist delivers everything you need with flat-rate pricing that scales without per-user fees.
Which is right for your accounting firm?
Start free trial — 30 days, no cardWhy professional services firms choose SwiftChecklist
Up in 30 minutes
Your first client checklist is live the same day. No implementation specialists, no weeks of configuration.
Flat-rate pricing
One price for your whole team — no per-user fees that multiply as you grow.
No-login client portal
Clients access everything with a magic link. No passwords, no account creation, no support calls.
Feature-by-feature comparison
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| Feature | SwiftChecklist | Financial Cents |
|---|---|---|
| Client Intake & Forms | ||
| Native intake forms | ||
| Conditional logic on forms | ||
| Client document requests | ||
| File uploads | ||
| Client Portal | ||
| No-login magic link access | ||
| Branded portal | Pro ($39/mo) | Scale ($69/user/mo) |
| Client messaging | ||
| Reminders from your firm email | ||
| E-Signatures & Documents | ||
| Built-in e-signatures | All plans | Team+ ($49/user/mo) |
| Document storage | ||
| Workflow & Automation | ||
| Workflow automation | ||
| Recurring projects | ||
| Time tracking | ||
| Invoicing | ||
| Capacity management | ||
| Pricing & Setup | ||
| Monthly billing available | ||
| Free trial length | 30 days | 14 days |
| Flat pricing (no per-user fees) | ||
Pricing comparison
SwiftChecklist
Includes forms, e-signatures, 50 clients
8 team members, 250 clients
Financial Cents
Annual only. No e-signatures, no email integration
Annual only. 5-user minimum. Adds e-signatures
Annual only. Adds branded portal, API
💡 A 5-person firm on Financial Cents Team pays $245/mo ($2,940/yr) vs. SwiftChecklist Firm at $89/mo ($1,068/yr) — annual savings of $1,872.
When Financial Cents might be a better fit
Different tools are built for different needs. Financial Cents is a great choice if your priorities include:
- Firms that need built-in time tracking and invoicing alongside project management.
- Teams that want a single platform covering CRM, billing, and practice workflow in one subscription.
- Practices already embedded in the Financial Cents ecosystem looking to consolidate tools.
Why firms choose SwiftChecklist
- Native conditional intake forms — collect exactly what you need from each client without workarounds or third-party form tools.
- E-signatures included on all paid plans — no separate tier required to send and collect signed documents.
- Flat monthly pricing: one rate for your whole team, so adding staff doesn't multiply your bill.
- Client reminders sent from your firm's own email address — clients see your name, not a software vendor's.
- Month-to-month billing available — get started without an annual commitment.
- 30-day free trial to evaluate the full product — not a limited demo.
SwiftChecklist is designed for
CPAs and accounting firms that want purpose-built client onboarding with conditional forms, e-signatures, and flat-rate team pricing.
Frequently asked questions
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