Embed in my website
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Kyle Hauenstein
I want to embed the client portal into my website. I give our my cards with my website and rather than having to remember a separate address, i'd like clients to be able to access there portal from my website. You have slap "Financial Cents" on the front.
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Amanda Aparicio
Kyle Hauenstein, I believe we already have what you're looking for! If you go to
Settings > Company
and scroll down to the section titled Client Portal & Notifications Branding
, you can see the link that can be shared with your clients (or on your company website) for clients to easily locate their portal. This is where you can also change your colors, upload a company logo, etc.Let me know if you're looking for something else!
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Kyle Hauenstein
Amanda Aparicio Yes, i did find that, but that's not quite what i'm looking for. I can add link to my website which will then take them off my website to the financial cents domain when clicked. I'm asking if there is a method to embed a code snippet in my website so they stay on my domain the whole time.
Amanda Aparicio
Kyle Hauenstein, ah okay! Not currently, no. We don't plan to ever allow embedding the client portal into another website as that would introduce some security concerns on our end.
That said, if there's enough interest we might build a white-labelling feature of Financial Cents so that you could do something like create a link to Financial Cents using your website's domain (for example, something like https://www.clientportal.your-domain.com/would go to FC's client portal).