When you click the Clients Tab, you will see your client database. This is where you can see all your clients and their essential information within a single view. To learn how to customize this dashboard watch this video.
If you click a client's name, it will take you to that client's profile.
Inside a client's profile, you can securely store everything related to the client, so it is all in one place.
Below are some of the sections inside the client's profile
Upcoming Projects: Easily view all the work currently being done on for the client by your firm
Client Notes: Store important client notes in one place and pin the most important notes to the top
Recent Documents: Securely store all the documents related to your clients
Client Tasks: Track all the outstanding client task request with your client
Activity Timeline: A 360-degree view of your client relationship. See who on your team last spoke to the client, when, about what as well as other important activities
Client Vault: Securely store all the passwords and usernames to all your client's apps and launch them directly from Financial Cents.
Contacts: Store all your client contact information
About Section: Create custom fields to have all the important information you want in the main view
Relationships: Establish relationships between clients and quickly navigate between the related clients in one click.
Client Groups: See what groups or tags your clients are associated with
Watch the video above to learn more about client profiles and how you could use them in your firm.