We just released a new update that will make it much easier for your firm to automatically organize and find important client documents.

Now when your client sends you documents through our secure client tasks feature, they will automatically get organized under the file tab on their client profile. You can view the documents by clicking Files > Client Task Files.

This will give your team one place to quickly find any documents the client has sent your firm in the past. The documents will be organized by the name of the work the request was related to.

You can then click the folder to view all the documents sent by the client and quickly download them.

Now you can change the location that clients can upload documents to when using client tasks. 

This will make it easy for your clients to upload documents to the document management system that you already use and instead rely on Financial Cents for automated reminders. 

When you click "Customize Upload Destination" it will allow you to change what the button text and the URL behind the button.

Then when your client visits their portal they will be able to see the new button text and upload their documents directly to your document managment system.

You can now easily email clients from anywhere within Financial Cents by using the main "+ Create" button inside the navigation.

You can also email clients from within a project. When you do this, it will auto-populate their contact information in the email.

Lastly, you can email a client from within their client profile. This will also auto-populate their contact information in the email.

Filter by the internal due date to better understand which work is falling behind

We just released a new feature that will make it easier for your team to access all the resources they need to get work done. Now you can link to apps, videos, SOP documents, and more from within your work.

With this new update, your firm will have a single source of truth for all work-related information (emails, client information, team communication, client communication, essential apps, SOPs, videos, and more). The best part is that all this information will be one click away. Increasing your team’s productivity and keeping your firm organized as it grows.

Watch this short video to learn more about how this feature works.