Now you can activate client requests/tasks in bulk. This makes it easier to send a request list to a group of clients all at once. 

Now you and your client can have conversations on a specific item in the request list instead of referencing items in the client chat - keeping client conversations more organized

We redesigned our client portal to make it easy to get your client documents fast. These updates include:

1. Ability to send your clients automated text reminders to get your documents faster
2. The ability for clients to view active client task requests and past completed client requests within a single portal. This will prevent clients from having to find an email notification related to a specific project.

We have many more updates being released to the portal over the next few weeks. This includes commenting on a specific task and many other client experience improvements! Watch a video on how the new portal works below.

Now you have the ability to copy a folder structure over to your other client. This makes it easy to set up your folders and organize all your documents in Financial Cents.

This will copy the folder and all of it's sub folders to your other clients.

You no longer need to manually set dependencies to notify a user when their work is ready.

Now when work changes hands in Financial Cents, that user will automatically be notified when work changes hands the next user will automatically get notified as shown below.