Categories
New Features

Streamline Client Communication

Collaborate with your clients on work inside Financial Cents in real-time!

Streamline Client Communication

Now you collaborate with your clients on work inside Financial Cents in real-time!

The new Client Chat feature makes it easy to get more clarity around the documents they upload in their portal and answer their questions.

You can find the new Client Chat feature inside your projects under the “Client Tasks” tab as seen below. Here you can send messages to your clients and see their responses.

Streamline Client Communication 2

Your client will see your messages inside their client tasks portal where they can respond, ask questions, and provide details around documents they upload.

Streamline Client Communication 3

Ultimately, we added this feature to help you streamline communication, collect client information faster, and store all your client conversations inside the relevant projects!

If you have any questions about the new feature feel free to respond to this email.

Here are a few other updates we made to the Client Tasks feature:

  • You will get notified every time a client comments in the chat
  • You will get notified when a client uploads a document
  • You will get notified when a client marks a task completed
  • If a client marks a task completed, but did not properly complete the task you can override it by unchecking the task

 

Automate client data collection & hit your deadlines today!

Start Your Free Trial Today!

By Shahram Zarshenas

Laying the foundation to scale your firm is tough. You have to document your workflows, establish collaboration channels for your team, and implement the right tech to overcome the challenges you will face as you.

Shahram Zarshenas has helped thousands of accounting firms overcome these challenges. He is the CEO of Financial Cents, an easy-to-use practice management software built to help accounting firms track the status of client work, collaborate with their team, and get work done.