Client Portal, requests, & documents
Get client documents faster & streamline client communication
31 articles
- Client Portal OverviewA simple and modern client portal for everything your client needs
- Client Tasks & RequestsStop chasing down your clients for info by automating client requests in Financial Cents
- Secure folder sharing & client portalHow to securely share documents with clients in our client portal
- ReCats - Manage Uncategorized TransactionsStreamline your firm's process for managing client uncategorized transactions
- How to introduce your clients to the Financial Cents client portalTips for introducing your clients to the Financial Cents Client portal
- Custom-branded client portal, URL, and client notificationsLearn how to brand and white label your client portal and client notifications
- Error when trying to add ReCats Licenses: No default payment foundHow to resolve the "No default payment found" error when trying to add ReCats Licenses
- Client ChatKeep all client conversations organized in one place and know the moment a client reads your message.
- Document Tags: Organize and Track Status on Client FilesSee at a glance what action each client file needs. Apply built-in or custom tags so your whole team knows the state of every document.
- View the Client Portal as a ClientPreview exactly what your clients see in their portal with a read-only View as Client session, no client login required.
- ReCats FAQ'sAnswers to Your Most Common Questions About ReCats
- How to hide uncategorized transactionsHow to hide unwanted uncategorized transactions in my ReCat view
- Are Client Tasks Secure?Can I securely request information from clients with client tasks?
- How can my clients access the client task portal?Teach your clients how to access the client portal.
- Can clients upload documents to my document management system instead of Financial Cents?How to customize the upload location of client tasks and requests
- How to send multiple client tasks in bulkHow to activate multiple client requests 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 bulkHow to deactivate multiple client requests in bulk
- Automated Client RemindersSend automated client follow ups for client tasks and requests
- How to copy or duplicate a folder structure to other clients
- Customize client task notifications & remindersCustomize the client task notifications you send to clients
- How to set up client tasks on templatesSet up client requests on templates to automate client data collection at scale
- How to track all your client tasks/requests
- How clients can access their portal on demandHow your clients can access the client portal on demand
- How to set up my client task/request listThis guide will show you how to set up your clients request/task list
- Issues with previewing PDF files in Google Chrome or MS EdgeResolve issues when previewing PDF documents in the portal in your Chrome or Edge browser
- How to send documents to a clientI want to send a document to a client, how do I do this securely?
- How to send client tasksHow to activate a client request
- Troubleshoot Client Portal IssuesHow to address issues with clients trying to access the Client Portal
- Managing Your Documents: Client Files vs. Project FilesA guide to Client Files vs. Project Files and when to use them
- How can I manage access to the Client Uploads folder in Financial Cents?Control how clients get access to their upload folders, and decide whether Financial Cents creates and shares them automatically.