The Client Portal is your place to communicate with your clients through Keeper.
The basics of the portal revolve around four core pieces:
Transaction Questions – transactions you need to ask your client about.
Once your clients respond, you can directly reclassify them without leaving Keeper
Non-Transaction Questions – questions not related to a particular transaction, like statement requests
Questions from your Client – questions that your client asks you (optional)
The Client Portal – your client's place to answer your questions and ask their own
To tell your client about new information in their portal, you will still need to email or text them through Keeper. Read more on that here: Notifying your clients/reminders
The Client Portal link works on both desktop and mobile, so your clients can still answer your questions from their phones.
Custom Branding (Whitelabel)
The Client Portal can also be whitelabeled. Whitelabel allows you to host the Client Portal link at your own domain, with your own branding and logo. It also allows you to send email notifications from Keeper to your clients directly through your own email, rather than from email@example.com.