What your Client can do
In the Client Portal, your client can:
Answer your questions (including with attachments)
Ask you questions (if you have have Questions from Your Client enabled)
Review Management Reports you have published.
If you mark a question as resolved in Keeper, it will be removed from the list of transactions your client sees in their portal.
Looking for details on how to custom brand the Client Portal?
Layouts
Desktop
This is what your client's portal will look like on desktop.
Mobile
This is what your client's portal will look like on mobile.
How your Clients log into the Client Portal
Your client has three options to log into their portal:
Via magic link
Via Google (Gmail users only)
With a password (Works with password managers like LastPass, 1Password, etc)
(Right-click to enlarge)
Want to send that graphic to your clients?
Click here to jump to the file download.
How does requesting a magic link work?
Step 1
The client will receive an email or text about new questions in their portal.
Step 2 (Already authenticated)
The client will go straight to their Client Portal.
Step 3 (First time accessing portal on device/cleared browser cookies):
The client will be prompted to request a magic link.
If you have Whitelabel enabled, this will also come from your email.
Step 4
The client clicks 'Log in to Portal' and they are logged in.
After they have logged in, they'll stay logged in so they won't need to click the magic link again until their cookie expires, or they switch devices.
Demo: Logging into the Client Portal via magic link
Click the button below for an interactive tour of the log-in process for the Client Portal!
If you would like to send your client the demo, here's the link: https://demo.arcade.software/ejEkme0glQBeOFPd4X0C/
How to create a password for the Client Portal
Your clients can set a password to log in to their Client Portal in one of two ways:
Option 1: You send them a password reset link that they can use to set a password.
Go to the client's file
Click Client Portal
Make sure you are on the Contacts tab
Click Reset in the Reset PW column for the contact in question
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Option 2: They request a password reset link themselves from the login screen to the Client Portal
From your Client Portal login screen:
Click Sign in with Password
Click Get help signing in
Type email
Click Reset Password
(Right-click to enlarge)
Once the client has done that, they will receive an email with a link to set a password that they use to log into the Client Portal.
Want to send that graphic to your clients?
Click here to jump to the file download.
Putting your Client Portal login on your website
Take your base Client Portal link (e.g., clients.example.com), and then add a button to your website where clicking it goes to that link.
From there, if your clients click this link, they'll be able to go straight to their portal from your website.
Enabling thumbnails on Transaction Questions
To make it easier for clients to see any receipts attached to transactions, you can enable thumbnails in the portal. Users can click these thumbnails to view the full receipt.
They can also view files by clicking the "View Files" button in the Actions column.
To enable this UI, go to your Client Portal Practice Settings -> Inbound questions/files and enable the setting "Enable file previews for questions".
FAQs
Can I see what the portal looks like for my Client?
YES - From within Keeper, you can see what the client will see in their Client Portal by clicking the Preview button from the Client Portal Tab.
You can also add your own email as a Contact to give yourself sign-in access to the portal.
While we do not recommend keeping yourself as a contact forever, it can be a helpful way of walking through the end-to-end experience when you are setting things up.
Client Portal infographics
Download the files below as a resource for your clients!