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Client Request Best Practice Cheat Sheet

Best practices for using the portal in Financial Cents

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

***Click on the links to watch the videos!***

Setting up your automated requests

  • Passwordless entry

  • All their requests centralized in one place

  • Easy to use & modern design

How to introduce your clients to the new portal

Other resources

  • Tax Organizer Form - Coming Soon

  • Client Intake Form - Coming Soon

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