Your Client’s Experience in the Portal
The Client Portal Experience
In the Client Portal, your client has the ability to:
Answer your questions and upload attachments
Review Files you make visible to the portal
Review Management Reports you have published
Ask you questions (if you have Questions from Your Client enabled)
Looking for an article that introduces your clients to the Client Portal?
Check out The Client Portal (For Clients)!
The Redesigned Client Portal
The new and improved version of our client portal is out of beta and now available to all practices. The new portal has a modern look and feel and makes communicating with your clients quicker and more intuitive.
For step-by-step instructions on upgrading to the new portal in your practice settings, follow along here.
Layouts
Desktop Browser
This is what your client's portal will look like on desktop. This is a keeper-branded portal on version 1.0.
Mobile Browser
This is what your client's portal will look like on a mobile browser.
Mobile App
Keeper's Client Portal is available as an app on both iOS and Android. Clients can do everything in the mobile app that they can on the web version of the portal.
Looking for details on how brand the Client Portal to your business?
Video: The Client's Perspective
Follow Sage as we send a question through the portal, and then navigate the Client Portal as a contact!
Be sure to check out the whole Getting Started with Keeper series on our YouTube channel!
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)
Want to send that graphic to your clients?
Click here to jump to the file download.
How does requesting a magic link work?
Your client can receive magic links in three ways!
From the Client Portal log in page (choosing Sign in with email),
Receiving an email or text Client Portal Questions Reminder), or
You can send a magic link manually in your Portal Settings!
Step 1
The client will receive an email or text about new questions in their portal.
Step 2 (Authentication Needed)
The client will be prompted to request a magic link.
If you have Whitelabel enabled, this will also come from your email.
Step 3
The client clicks 'Log in to Portal' and they are logged in! They won't need to click the magic link again until their cookie expires, or they switch devices.
What if they're already authenticated?
The client will go right to their Client Portal, straight from the link!
Fun fact! The screenshot above shows a custom branded portal!
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: Manually Send a Link from the Client's File
Go to the client's Keeper file
Select Portal at the top of the page
Navigate to Actions (...) in the contact's row
Select
Option 2: Request a Reset from the Portal Login
Clients can request a reset link directly from the Client Portal login screen!
Select Sign in with Password (third option at log in)
Choose Get help signing in
Enter the sign in email
Select Reset Password
Once the client has completed these steps, they will receive an email with a link to set up their password!
Want to send that graphic to your clients?
Click here to jump to the file download.
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".
The Client Portal Link on your Website
Take your base Client Portal link (e.g., clients.mypracticename.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.
You can locate your portal link from any client file by selecting Portal at the top of the page and navigating to the Link!
FAQs
Can I preview the Client Portal and see what it 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.
Previewing the portal from the client's perspective can also give you insight into what it looks like to enable/disable Files Access and Financial Access!
How do I send a new magic link to my client?
You can send a manual magic link at any time! Keep in mind that all previous magic links will invalidate the second you send a new link.
Select Portal at the top of the client page
Navigate to Actions (...) in the contact's row
Select Send new magic link
What do I do for my clients with multiple accounting files?
If you have clients who have multiple accounting files (e.g., subsidiaries or sister companies), you can set them as a merged contact! This will give the contact the ability to switch between businesses in the portal seamlessly.
My client is having issues signing/logging in, what resources can I provide?
The most common causes of log in issues for client contacts are:
Invalid magic link
Incorrect password
Incorrect email entered at sign in
Feel free to send them this article >>> The Client Portal (made for clients)! It will walk them through the most common causes and solves for log in issues
Client Portal infographics
Download the files below as a resource for your clients!