Best for:
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Firm owners and managers looking to save their clients the stress of manual document requests.
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Firm owners and managers dealing with slow client approvals and collaboration.
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Firm owners who want to protect their clients’ data from phishing and other frauds.
Every project comes with its set of documents, many of which the client might need to sign—or view at the very least.
Availing your clients these documents by email can lead to:
- Scattered files in disconnected email chains: they require significant time to organize.
- Frequent document requests from clients: it will waste you and your client’s time.
- Slow document approvals: This leads to delays in client work.
Thanks to the Financial Cents client portal solution, all your client documents and reports have a central location, enabling clients to access them on demand to speed up document approvals while protecting the client’s data and improving their experiences.
Step-by-Step Guide
Step 1: Organize and Store Documents in One Place
Each client’s documents are stored alongside their other information in the Financial Cents Client Profile. This makes it easy to share these documents with clients.
Here’s how to organize your client’s documents in their profiles 👇
Step 2: Secure File Sharing with Clients
You can share documents with clients in the client profile by uploading the documents to the client portal.
Once done, Financial Cents will notify the client about the shared document and folder and your client can go into the portal (without a username or password) to view and upload documents as well.
This saves your client’s time and secures your information more than emailing attachments back and forth.
This video shows how to do it 👇
Step 3: Keep Documents Linked to Projects
Every document in Financial Cents is connected to the relevant project or task. This prevents confusion and helps both your team (and clients when permitted) to find what they need without searching through multiple emails or folders.
Step 4: Manage Document-Related Client Communication Around Documents
To reduce miscommunication, speed up client approvals, and eliminate the need for long email threads, Financial Cents provides a built-in client chat feature where clients can ask questions about documents and reports.
Here’s how it works 👇
Why the Client Portal Is a Game Changer
Using the client portal to make document access easier for clients enables your firm to:
- Centralize Client Information: this puts all information at your client’s fingertips, empowering them to share documents, ask questions and get a clearer picture of their projects and overall engagement with your firm.
- Provide On-Demand Client Access: giving your clients on-demand access to their files improves your clients’ experiences.
They wouldn’t have to call or email you to get the documents they want to see, saving them time and allowing them to focus on their core business.
Plus, it enables them to view documents anytime—even at night or during weekends when you’re not working.
On your part, you get to save your firm the stress of searching and sending files to clients manually. - Improve Client Communication: Making documents easy for clients to access also improves document-related communication.
This real-time communication puts your team and clients on the same page, enhancing accuracy and productivity. - Promote Transparency: using the client portal to make document access easier for clients makes your processes more transparent to the clients.
It gives you and your clients access to the same set and version of documents, making them feel valued and empowered.
Put Documents and Reports at Your Client’s Fingertips Using the Financial Cents Client Portal
Financial Cents improves your client relationships by giving them on-demand access to their documents and reports in the client portal.
This saves them the stress of requesting documents manually or providing login information each time they need to view their documents, resulting in quicker (and smoother) collaboration, client satisfaction, retention and referral.
Start taking control of your document sprawl today.
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!