Client Tasks

Automate client-data collection

Securely request documents and send automated reminders so you never have to chase down client information again

Never waste time chasing down your clients for infromation again

Bank Level Security

Let us do the hard work of protecting your client information. We use TLS 1.3 encryption to keep all the documents & communication between you and your client safe & secure.

Client Friendly Portal – No Login Required

Getting your client to sign up for a new app can be impossible. Your client will never have to create a username or password with our ecure link technology. They will be able to access their tasks and send you information in one click!

Revice Client Files & Info Faster

Request information from clients and recieve it faster with our frictionless client portal that will allow your clients to eaisly send you files in seconds.

Schedule Automated Reminders

Stop chasing down your clients for information. Financial Cents will do all the work and automatically follow up with your clients so you can focus on more important tasks.

Streamline Client Communication 

Streamline client communication by collaborating with them directly in your workflow solution. We will even automatically notify them once you answer any of their questions.

Send Proposals to Clients

Onboard more clients and get paid faster by automating your onboarding process with client tasks.

Client Task Features

Request Documents

Eaisly request documents from clients in one click

Client Collaboration

Collaborate with clients on work inside Financial Cents

Request Action

Create specific tasks like reqquesting your clients to schedule a meeting

Auto Reminders

Schedule auto-reminders to have Financial Cents follow up with your clients on tasks

Bank Level Security

Financial Cents encrypts all documents & communication between you and your clients

Client Friendly

No log in required so your client can start using client tasks at the click of a button

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Automate Your Firm in 3 Simple Steps

It takes less than 90 seconds!

1) Invite Your Team

2) Add Your Clients

3) Create a Project & Duplicate it Across Clients

No Credit card, No Contracts