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How to set up my client task/request list
How to set up my client task/request list

This guide will show you how to set up your clients request/task list

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

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"

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