Highlights:

  • All the features within Financial Cents that help you get documents from clients faster
  • How to use client tasks to automate the data collection process with just a few clicks
  • How to use text reminders to ensure clients send documents to you faster even when they are on the go
  • How to make sure clients don’t omit any task or document
  • How to communicate with clients right within the portal
  • Have an audit trail of all communication between your staff and clients
  • Store and organize all client files and information

Timestamps:

  • 0:01 Introduction
  • 4:11 The Workflow Dashboard
  • 5:04 Seeing Open Tasks
  • 5:35 Setting up Client Tasks
  • 8:03 Client Email Notification
  • 9:43 The Client Portal
  • 10:17 Seeing the Uploaded Files
  • 11:36 Customizing Upload Destination
  • 12:00 Client Portal Walkthrough
  • 13:00 Q & A
  • 26:27 Conclusion

Next step:
See how Financial Cents can help you save time on manual work.

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