After trying many different software applications for my Client Portal, Uncategorized Transactions, Secure Document Requests and Storage, I have finally landed on Financial Cents.
I have never seen a software company release so many new features and upgrades as often as Financial Cents does. They are constantly adding new features to the platform.
What I really love is the fact that you have one central location for all client information including tasks, requests, passwords, and documents. You can integrate your email if you like, and they are currently working on adding an invoicing module as well.
Use my Promo Code YHC2S1 to sign up for a free trial and if you choose to sign up for an annual plan, you receive a 20% discount for the first year.
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