How to Make It Easy for Clients to Access Work Documents and Reports

Best for:

  • Firm owners and managers looking to save their clients the stress of manual document requests.

  • Firm owners and managers dealing with slow client approvals and collaboration.

  • 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 👇

Start a free trial

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.

Frequently asked questions

Does the free 14-day trial provide access to all the features?

Yes, you will have access to all the features and features that Financial Cents has to offer during your free trial. Also, you will be able to invite your entire firm to use the solution.

If the accounting software doesn’t have a feature, can you add it?

We offer a very robust accounting workflow software full of all of the features your firm needs to grow with ease. However, if there is something we don’t offer, you can recommend it to our team! We release new features every week and constantly ask our users what we need to build next so we can drive more value for their accounting firm.

So yes, if you have new feature ideas and requests, we will add them to our roadmap and work with you on the best way to develop them.

How does FC prevent work from falling through the cracks?

Financial Cents makes it easy to track the status of client work, see who’s working on what, and know where everything stands within one simple view. Financial Cents also has built-in reminders and notifications to keep your team on top of client work and deadlines.

How does Financial Cents help protect client data?

We focus on serving accounting firms, and because of that, the security of your data is our number one focus. You read about how we keep your data safe here.

What kind of support does Financial Cents offer?

Offering best-in-class customer support is the core of our business. We understand that you are busy and don’t have time to wait for someone to get back to you after a few hours. That is why we promise quick and responsive support with responses within 15 minutes. We offer live chat support directly inside the app so our team can. If we can’t solve your issue via chat, we will jump on the phone or zoom to quickly resolve your issues.

How easily can I add my clients to the software?

Adding your clients is as easy as 1, 2, 3. You can import all your clients and their data within 30 seconds with our QuickBooks Online integration. If you don’t use QuickBooks Online then you can export your client list (via CSV) from your current software and import it into our system in just a few steps.

How does FC help me automate client data collection?

Our system allows you to send your clients automated requests for data needed to complete your work. It will also follow up with them until they complete the request, so you never have to chase down your clients again. This allows you to focus on what matters most—getting your work done on time and growing your firm.

What reports are available in Financial Cents?

We offer several reports that give you insights that help you identify bottlenecks in your process, drive efficiencies, and boost your firm’s profitability. Some of those reports include capacity management, measuring your effective hourly rate, and time tracking reports.

Do you offer unlimited storage?

Yes, we offer unlimited storage for client and firm files. You can easily store all your documents in Financial Cents to keep your firm organized as it grows.

Can time tracking be integrated with QuickBooks Online for Invoicing?

Yes, you can easily integrate your time tracking with QuickBooks Online. It will automatically push all the time tracked in FC to QuickBooks Online so you can easily invoice your clients and manage payroll.

Loved by over 10,000 accountants, bookkeepers and CPAs

A badge with a dark background and orange border that reads Software Advice Front Runners 2024 with an orange speech bubble and grid icon. Badge with the text Software Advice Best Customer Support 2023 in white and orange letters on a purple background. A purple badge with the text Software Advice Most Recommended 2023 in white and orange. Gray diamond-shaped badge featuring the GetApp logo and text: GetApp BEST FUNCTIONALITY & FEATURES 2025 in white and teal. A white and gray badge with the G2 logo at the top and bold black Users Love Us text in the center. A faint gray star appears near the bottom. A blue shield-shaped badge with the Capterra logo and text that reads Capterra SHORTLIST 2024 in white and orange. A blue shield-shaped badge with the Capterra logo at the top. Below, a blue ribbon reads BEST VALUE, and 2025 is displayed at the bottom. A blue badge with the Capterra logo and text that reads BEST EASE OF USE 2025.

Get Started Today