The client task/request list can be used in many different ways, including:
Securely requesting documents or information
Securely sending documents
Asking a question
Ask your client to fill out a form virtually (Tax organizer, intake form, etc.)
In this article, we will teach you how to create each request item above and then send the request list to your client and set up the automated reminders.
How to create your request items:
Requesting a document from your client
Click Client Tasks > Type in what you would like to request from the client > Click "+"
Then the request item will be created. If needed, you can add a description and due date for the client.
After the request list is activated (shown later in the article) when the client is in the portal, they will be able to upload the documents directly into Financial Cents.
However, if you prefer the documents to go to a different document management system (Sharefile, SmartVault, Google Drive, Dropbox, etc.), you can change the destination.
To do this click Manage Client Uploads > Customize Upload Destination
Then paste in the shareable link to your document management system.
Send a document to your client
Type in the description of what you are sending to the client and create it
Attach the document to the client's task item
Asking your client a question
Type in your question and create the request item
Disable client uploads to prevent client confusion
When your client answers the question you will be able to view it here
Ask your client to fill out a form virtually (Tax organizer, intake form, etc.)
Type out the type of form you want them to fill out
Then customize the upload location
Change the button display text to say "Fill out form" > Then add the shareable link to the online form. We would recommend using Google Forms, Jot Form, or Cognito Forms.
How to schedule/send the request list & automated reminders
Click Manage Notifications
Select the date you want the request list to be sent to your client
Then choose how often you want automated reminders to be sent to your client until they complete the request list.
Important Tip
If the project is set to recur, the client tasks will recur with the project and automatically be activated every day, week, month, quarter, year, etc.
For example, if you have a monthly bookkeeping project that recurs every month. The client tasks will recur with the project and be sent to the client every single month automatically. You will never have to activate the request list again. It will be automated as long as you keep using the feature.
How to send a one-time notification to a client
If you prefer to send a one-time notification immediately then just click "Send a one-time notification"