Our vision is to create a single portal for your clients. One place for them to easily access requests, documents, reports, invoices, resources, and communication. Ultimately, creating a simple and modern client experience that will WOW your clients and take your firm to the next level.
There are five modules in the Client Portal:
Client Tasks & Requests - To automate client data collection & get responses faster
Billing & Proposals - To seamlessly collect payments from clients
Client Chat - To quickly ask your client questions about work
Folder Sharing - To securely store and share documents with clients
ReCats - To easily ask clients about uncategorized transactions
Client Tasks & Requests
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.
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 questions.
Below is a quick overview video of Client Tasks, but you can learn more about this feature in this article.
Billing & Proposals
Billing lets you seamlessly invoice your clients and get paid. Clients can:
View and pay outstanding invoices
View past paid invoices
Manage their payment methods
Below is an overview of the billing feature, but you can learn more about billing in this article.
Client Chat
Client chat lets your team quickly ask your client questions about work and keeps all client conversations in one place.
Organize client conversations into topics
Easily Search across all client conversations
Specify which team members & client contacts have access to the topics
Below is a quick overview of the Client Chat feature, but you can learn more about this feature in this article.
Folder Sharing
The Folder-sharing feature allows your firm to share important folders and documents with clients so they can access important documents as needed.
Instantly access shared folders with archived documents and reports. For example, bookkeeping documents, tax documents, entity documents, etc.
Upload documents unrelated to projects or requests to the shared folders (if given permission).
Below is a quick overview video of the Folder Sharing feature, but you can learn more about this feature in this article.
ReCats
Streamline and automate your firm's process for managing client uncategorized transactions to save hours every week. No longer download transactions into a spreadsheet and chase down your client for a response.
Automatically pull uncategorized transactions from QuickBooks Online.
Ask your client questions and for notes and documents about transactions.
Automatically remind and chase your client about the uncategorized transactions.
Easily categorize the uncategorized transactions in Financial Cents.
Push the updated transaction, notes, and documents to QuickBooks Online.
Below is a quick overview video of ReCats, but you can learn more about this feature in this article.
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.
Create a Firm Branded Portal
With a Firm Branded portal, you can white-label the portal with your firm's brand. This includes:
Customizing the client portal URL
Customizing the color of the buttons and links
Displaying your firm's logo
You can learn more about Branding your client portal here.
How to introduce the portal to your clients
Notifying your clients
If you plan to notify your clients about the new Financial Cents client portal, you can use our email template. It includes:
Why the portal will make it easier to work with you
A tutorial video on how the portal works
And the next steps for them to ensure success
Add the portal to your site and email signature
You will want to add the client portal to your website and email signature so clients can access the portal on demand (without the email notifications).
The clients will be able to securely access the portal without creating an account or using a password from this page - https://app.financial-cents.com/client-portal/
You can:
Add the link on your website as a "Client Portal" button
Add the link to your email signature for clients to access the portal