Go to Financial Cents
All Collections
Client Tasks - Automating Client Data Collection

Client Tasks - Automating Client Data Collection

Automate client data collection with automated reminders and seamless client communication in one place

8 articles
Shahram Zarshenas avatar
Written by Shahram Zarshenas

How to set up my client task/request list

This guide will show you how to set up your clients request/task list
Shahram Zarshenas avatar
Written by Shahram Zarshenas. Updated this week

Can clients upload documents to my document management system instead of Financial Cents?

How to customize the upload location of client tasks and requests
Shahram Zarshenas avatar
Written by Shahram Zarshenas. Updated this week

How to set up client tasks on templates

Set up client requests on templates to automate client data collection at scale
Shahram Zarshenas avatar
Written by Shahram Zarshenas. Updated this week

Client Tasks/ Requests & Auto Reminders

Stop chasing down your clients for info by automating client requests in Financial Cents
Shahram Zarshenas avatar
Written by Shahram Zarshenas. Updated this week

FAQ's

4 articles
Shahram Zarshenas avatar
Written by Shahram Zarshenas