Financial Cents
Create
Log in
Roadmap
Feedback
Feedback
Changelog
Log in to your Financial Cents account to give feedback
Log In
Boards
Feedback
Powered by Canny
Feedback
Details
Category
Billing
Client Portal
Client Dashboard
Document Management
Integrations
Notifications
ReCats
Time Tracking
Workflow
Email
Reporting
Team Members
Settings
Team Chat
Filter, Sort, & Search
Client Chat
Security
Project Templates
Client Tasks
Automation
Uncategorized
Showing
Trending
Sort
Trending
Top
New
Filter
Under Review
Planned
In Progress
Complete
posts in
All Categories
All Categories
Billing (65)
Client Portal (28)
Client Dashboard (53)
Document Management (32)
Integrations (35)
Notifications (17)
ReCats (2)
Time Tracking (25)
Workflow (119)
Email (68)
Reporting (44)
Team Members (10)
Settings (12)
Team Chat (14)
Filter, Sort, & Search (34)
Client Chat (29)
Security (5)
Project Templates (12)
Client Tasks (32)
Automation (11)
Resources section available in the client portal
Ability to add general links/resources to the client portal
1
·
planned
11
Activity Log for Client Tasks
Track what actions your clients are taking while they are in the Financial Cents portal
1
·
planned
7
Powered by Canny
