Client Tasks & Requests

Stop chasing down your clients for info by automating client requests in Financial Cents

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

Client tasks are designed to automate client data collection to save 10+ hours every week and get client responses faster so your team can get their work done.

Some of the features include the ability to:

  • Request documents, e-signatures, send documents or ask questions

  • Schedule automatic email and SMS reminders to chase down the client for you

  • The ability for clients to upload documents to the work through our secure portal

  • The ability for clients to communicate with your team and ask

3 Minute Overview

How to create a client task request list

Client tasks are designed to request information that is related to a project (work item) in Financial Cents. That being said, client tasks are set up inside the actual project the request is related to.

  • For example, if you need to request bank statements for Monthly Bookkeeping work, then you would have to set up the client task request list on the actual Monthly Bookkeeping project in Financial Cents.

How to create a client task request list

  1. Click into the project

  2. Click the Client Tasks Tab

  3. Add the items you want to request from the client

How to send a client task request list

Once the client task request list is set up, you can activate the client notifications. You will have the ability to send your client email and SMS notifications.

  1. Click Manage Notifications

  2. Select your notification settings

Notification settings explained

Automated Notifications

  • Start Date

    • This allows you to schedule the client request to be sent out at a future date.

  • Send Reminders

    • This allows you to automatically send follow-up emails to the client until they complete the entire request. You can learn more about this feature here.

  • Pro Tip: If you schedule it for a specific date and the project recurs, it will automatically send the request for future recurrences of this project, so you never have to manually activate the reminders again in the future.

Send a one-time manual notification

  • This allows you to send a one-time manual client notification immediately.

Customize email notifications

  • Customize the body and text of the email notification sent to your client. You can learn more about this feature here.

The client experience

The client portal was designed to be simple and easy to use. This results in very high client adoption and satisfaction.

We do this with a modern and simple design and our magic link technology that allows clients to securely access the portal without creating a username or password.

This allows clients to access the secure portal with a single click without ever creating an account and having to remember a password.

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  • Do you have a tutorial video on how the portal works that I can share with my client?

    • Yes, you can share this video with your client. It helps them understand how to access and use the portal.

  • Do you have a template I can use to introduce this new system to my client?

    • Yes, please visit this link to see our template. We recommend sending this to your client ahead of time so they can prepare for the new system and learn how to use it seamlessly.

  • Is it secure enough to request sensitive information?

    • Yes, this was built specifically for that. Everything inside the portal is encrypted to ensure your client's information is safe.

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