To make your passwords and other information easier to find in the client vault they are now sorted in alphabetical order.

We just released a new improvement to the SmartVault Integration. Now, when a client uploads documents to client tasks within Financial Cents it will automatically create a folder in the Client Folder in SmartVault Called "Financial Cents" and copy/route all client uploads to that folder in SmartVault

If you integrated with SmartVault before November 21st 2023 you will need to turn this new automation on manually within settings > Integrations

Now you can send KBA and Password Protected signature requests to clients with our AdobeSign Integration

You asked, and we listened! Now, when you click the back arrow in a project, it will take you back to the client's profile instead of the workflow dashboard if you navigated to the project from the client's profile. This will also happen if you close or complete the project. 

Now, you can easily customize your client portal and all client notifications to match your firm's brand. With this functionality, you can:

• Customize the client portal URL

• Customize the color of the buttons and links

• Display your firm's logo

Learn more about this feature here.