Workflow Best Practices in Financial Cents

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In this Webinar, you learn how to maximize the workflow features in Financial Cents to effectively delegate client work, ensure consistent client deliverables, and scale your firm
Timestamps
0:01 Introduction
2:38 Why this is important
5:38 The Workflow Dashboard
6:09 Workflow Filters
13:30 Save Views
15:04 Customize Dashboard
16:03 Export Dashboard
20:57 Workflow Walkthrough
25:05 Workflow Checklists
26:49 Client Vault
28:31 Client Tasks
33:04 Q&A
52:07 Email integration
57:00 Conclusion