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Client Portal, requests, & documents

Get client documents faster & streamline client communication

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 ChatQuickly ask your client questions about work and centralize all client communication in one place
FAQ's

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