New Feature: Securely store client passwords in Financial Cents
Author: Financial Cents
In this article
Now you can store all your client’s passwords and other sensitive information in one secure location.
The Client Vault was built to securely share your client’s passwords, security questions, credit cards with your team so they have everything they need to get their work done.
Your Client Vault can be found in your Client CRM under each client’s profile page.
Adding a new encrypted record is simple. Just click “+ New Encrypted Record” and input the necessary information.
-
- Name – Name of the app, bank, or credit card
-
- Username – Username for login
-
- Password – Password for login
-
- Link – Link to the app’s login page
-
- Encrypted Key-Value Pairs – Custom fields that are used to store other information like security questions and etc.
*** Financial Cents’ encrypter uses OpenSSL to provide AES-256 and AES-128 encryption. All of FC’s encrypted values are signed using a message authentication code (MAC) so that their underlying value can not be modified once encrypted.
Instantly download this blog article as a PDF
Download free workflow templates
Get all the checklist templates you need to streamline and scale your accounting firm!
Subscribe to Newsletter
We're talking high-value articles, expert interviews, actionable guides, and events.
5 Simple Time-Saving Tips for Managing Uncategorized Transactions
Manually resolving multiple uncategorized transactions steals valuable time from accountants and bookkeepers. But there’s a solution. Here are five simple, time-saving tips…
Apr 24, 2024
The Seven (7) Best Accounting Client Onboarding Software That Delivers Results
Here are seven of the best accounting client onboarding software for simplifying, automating, and making client onboarding more seamless for you and…
Apr 23, 2024