You can use Keeper's Client Portal to deliver the Management Reports that you create for your clients.
Adding financial reports to the Client Portal
To add a report to the Client Portal, go to the reporting page, click the Publish button, then 'Add to Client Portal.'
If you want your contacts to see these reports, make sure to enable Financial Access in the Client Portal.
If you have other contacts who shouldn't have access to financials, leaving this box unchecked will prevent them from accessing them.
What your client sees in the portal
Uploaded financials can be found on the portal dashboard.
Reviewing uploaded financials
To see reports uploaded to the Client Portal:
Click Manage Published Financials
You can also see the reports in your contact's Preview Mode by clicking the Preview button next to that contact's name on the Client Portal tab of the close.