Financial Cents

<a href="https://youtu.be/QuSq7A-x1A8" target="_blank" rel="nofollow noopener noreferrer">Watch Best Practice Webinar</a> 

<b>***Click on the links to watch the videos!***</b>

<a href="https://www.loom.com/share/e8fb16f2f780416da25f2020be0a78e5" target="_blank" rel="nofollow noopener noreferrer">Creating your client request list</a>

<a href="https://help.financial-cents.com/en/articles/7178659-can-clients-upload-documents-to-my-document-management-system-instead-of-financial-cents">How to integrate with your current document management system</a>

<a href="https://www.loom.com/share/1567907cad3f4ca38e06606177fc4f81" target="_blank" rel="nofollow noopener noreferrer">How to use online forms for client intake and other processes </a>(Google Forms, Cognito Forms, etc.)

<a href="https://www.loom.com/share/abd135a27e5a4504ad1bae6965448ec1" target="_blank" rel="nofollow noopener noreferrer">How to set up the automated request and reminders</a>

- How to set up the automation, select different contacts, representative

- <a href="https://www.loom.com/share/e8fb16f2f780416da25f2020be0a78e5" target="_blank" rel="nofollow noopener noreferrer">Creating your client request list</a>
- <a href="https://help.financial-cents.com/en/articles/7178659-can-clients-upload-documents-to-my-document-management-system-instead-of-financial-cents">How to integrate with your current document management system</a>
- <a href="https://www.loom.com/share/1567907cad3f4ca38e06606177fc4f81" target="_blank" rel="nofollow noopener noreferrer">How to use online forms for client intake and other processes </a>(Google Forms, Cognito Forms, etc.)
- <a href="https://www.loom.com/share/abd135a27e5a4504ad1bae6965448ec1" target="_blank" rel="nofollow noopener noreferrer">How to set up the automated request and reminders</a>
  - How to set up the automation, select different contacts, representative

<a href="https://www.loom.com/share/77e1a2c0126348fe9a385ceb2230c4aa" target="_blank" rel="nofollow noopener noreferrer">The client experience</a>

All their requests centralized in one place

- Passwordless entry
- All their requests centralized in one place
- Easy to use &amp; modern design

How to introduce your clients to the new portal

<a href="https://www.youtube.com/watch?v=7G_M9O52ZLM" target="_blank" rel="nofollow noopener noreferrer">Tutorial Video for your clients</a>

<a href="https://docs.google.com/document/d/1Cv5vF6NJD5pBDCj6jQuQNbxM3iS6_wqzL9vOFogqieU/edit?usp=sharing" target="_blank" rel="nofollow noopener noreferrer">Welcome email for your clients</a>

Add the portal link to add to your email signature or website - Coming Soon

- <a href="https://www.youtube.com/watch?v=7G_M9O52ZLM" target="_blank" rel="nofollow noopener noreferrer">Tutorial Video for your clients</a>
- <a href="https://docs.google.com/document/d/1Cv5vF6NJD5pBDCj6jQuQNbxM3iS6_wqzL9vOFogqieU/edit?usp=sharing" target="_blank" rel="nofollow noopener noreferrer">Welcome email for your clients</a>
- Add the portal link to add to your email signature or website - Coming Soon

- Tax Organizer Form - Coming Soon
- Client Intake Form - Coming Soon

Best practices for using the portal in Financial Cents

Client Request Best Practice Cheat Sheet

Template Library

Community

Roadmap

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