Client Tasks - Automating Client Data Collection
Automate client data collection with automated reminders and seamless client communication in one place
8 articles
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
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
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
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
Written by Shahram Zarshenas. Updated this week