Automate client-data collection
Securely request documents and set automated reminders so you can spend less time chasing down your clients
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
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