Keeper

Enabling white labeling in Keeper allows you to do the following:

Host the Client Portal at a subdomain of your own URL

- e.g. <a href="https://clients.mypracticename.com/" rel="nofollow noopener noreferrer" target="_blank">clients.mypracticename.com</a> (rather than <a href="https://keeper.app/client-login" rel="nofollow noopener noreferrer" target="_blank">keeper.app/client-login</a>)

Replace the default coloration with your brand colors

Add your logo to the client portal

Send emails through Keeper with your own email

- (rather than from <a href="mailto:questions@keeper.app" rel="nofollow noopener noreferrer" target="_blank">questions@keeper.app</a>)

Send <a href="https://help.keeper.app/en/articles/6747483-vendor-requests">vendor requests</a> and collect W9s via the portal

- Host the Client Portal at a subdomain of your own URL 
 - e.g. <a href="https://clients.mypracticename.com/" rel="nofollow noopener noreferrer" target="_blank">clients.mypracticename.com</a> (rather than <a href="https://keeper.app/client-login" rel="nofollow noopener noreferrer" target="_blank">keeper.app/client-login</a>)
- Replace the default coloration with your brand colors
- Add your logo to the client portal
- Send emails through Keeper with your own email 
 - (rather than from <a href="mailto:questions@keeper.app" rel="nofollow noopener noreferrer" target="_blank">questions@keeper.app</a>)
- Send <a href="https://help.keeper.app/en/articles/6747483-vendor-requests">vendor requests</a> and collect W9s via the portal

___________________________________________________________

Found at <a href="https://keeper.app/client-login" rel="nofollow noopener noreferrer" target="_blank">keeper.app/client-login</a>

The Custom Branded Client Portal with White Label

To add a personalized feel to your client portal experience, click below to learn how to setup Custom Branding!

Custom Branding (White Labeling)

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Custom Branding (White Labeling)

Custom Branding (White Labeling)

Why White Label?

The Default Client Portal

The Custom Branded Client Portal with White Label

To add a personalized feel to your client portal experience, click below to learn how to setup Custom Branding!