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Use automated requests and text / email reminders to get documents faster.
“Financial Cents is helping us organize our client’s workflows to ensure we always meet our deadlines, and formally structure client tasks with due dates and assignees.”
Use automated requests and text / email reminders to get documents faster.
“Financial Cents is helping us organize our client’s workflows to ensure we always meet our deadlines, and formally structure client tasks with due dates and assignees.”
We do the hard work of protecting your client information. We use TLS 1.3 encryption to keep all the documents and communication secure.
“Before Financial Cents, requests for client information was not an automated procedure for us and involved several steps which inherently enticed the client to attach sensitive information to the emailed request and return. With Financial Cents, this is now a very automated request to portal upload procedure.”
We do the hard work of protecting your client information. We use TLS 1.3 encryption to keep all the documents and communication secure.
“Before Financial Cents, requests for client information was not an automated procedure for us and involved several steps which inherently enticed the client to attach sensitive information to the emailed request and return. With Financial Cents, this is now a very automated request to portal upload procedure.”
Getting your clients to sign up for a new app can be tough. That is why we use a secure magic link technology so your clients don’t have to create a username or password.
“Clients can get reminded for task they need to complete and they can upload right into the software without setting up a login for themselves.”
Getting your clients to sign up for a new app can be tough. That is why we use a secure magic link technology so your clients don’t have to create a username or password.
“Clients can get reminded for task they need to complete and they can upload right into the software without setting up a login for themselves.”
Financial Cents will send automated text and email reminders until your client completes the request.
“Setting up the automatic reminders to clients with a checklist of things you need from them comes in very handy for those clients from whom you need documentation to begin their books. Cuts down on time spent having to remind them via email each month.”
Financial Cents will send automated text and email reminders until your client completes the request.
“Setting up the automatic reminders to clients with a checklist of things you need from them comes in very handy for those clients from whom you need documentation to begin their books. Cuts down on time spent having to remind them via email each month.”
Communicate with your clients from inside your workflow solution. Answer their questions or get clarity around documents they have uploaded.
“The biggest problem Financial Cents is solving is the easy connection with clients. What better benefit than to be able to ask for documents or chat with them.”
Communicate with your clients from inside your workflow solution. Answer their questions or get clarity around documents they have uploaded.
“The biggest problem Financial Cents is solving is the easy connection with clients. What better benefit than to be able to ask for documents or chat with them.”
Onboard more clients by automating your onboarding process with client tasks.
“With Financial Cents, instead of downloading files, forms and paperwork from our clients we can move the entire email along with the documents attached to the project/task in the client’s module for safe keeping and ease of use between team members.”
Onboard more clients by automating your onboarding process with client tasks.
“With Financial Cents, instead of downloading files, forms and paperwork from our clients we can move the entire email along with the documents attached to the project/task in the client’s module for safe keeping and ease of use between team members.”
Create a client task to request information, documents, or action.
Schedule auto-reminder that will follow up with your client until they complete the task.
We encrypt all documents and communication between you and your clients.
No login required, so your clients can start using Financial Cents at the click of a button.