Get documents from clients faster
Automate client data collection
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.”
Helen H | Small Firm Owner
Securely share and receive information
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.”
Cathleen V | Accountable Business Solutions
A passwordless portal your clients will love
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.”
Krista Sievers | Owner, Advanced Plus Bookkeeping
Stop chasing down clients for info & docs
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.”
Mark T | Small Firm Owner
Streamline client communication
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.”
Jay B | Small Firm Owner
Send documents and proposals to clients
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.”
Dr Joy B | PJ Financial Group LLC
Client task features
Client Tasks
Create a client task to request information, documents, or action.
Auto follow-ups
Schedule auto-reminder that will follow up with your client until they complete the task.
Bank level security
We encrypt all documents and communication between you and your clients.
Client friendly
No login required, so your clients can start using Financial Cents at the click of a button.