Client Portal, requests, & documents
Get client documents faster & streamline client communication
By Shahram1 author22 articles
Client Tasks & Requests
Secure folder sharing & client portal
How to set up my client task/request list
How clients can access their portal on demand
How to send client tasks
How to track all your client tasks/requests
How to introduce your clients to the Financial Cents client portal
How to set up client tasks on templates
How to automate client data collection
Customize client tasks emails, notifications & reminders
Custom-branded client portal, URL, and client notifications
How to copy or duplicate a folder structure to other clients
Automated Client Reminders
Are Client Tasks Secure?
How can my clients access the client task portal?
How to send documents to a client
When are client task notifications sent out?
Can clients upload documents to my document management system instead of Financial Cents?
How to send multiple client tasks in bulk
If I close a project with client tasks, will the client still be able to see it?
How to deactivate multiple client tasks in bulk