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 and W9 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 update your client on new information in their portal, you will still need to email or text them through Keeper.
The Client Portal
Follow Sage as we send a question in Keeper, 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!
Interactive Demo - Asking Questions
Video Overview
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.
The Client Portal link works on both desktop and mobile, so your clients can still answer your questions from their phones!
NEW: Check out this article on the Client Portal Mobile App!
Custom Branding (Whitelabel)
The Client Portal can also be white-labeled!
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 questions@keeper.app.
Whitelabel is available with Keeper Premium!
Client Facing Resources
Check out these articles we've written specifically with the client in mind!
Have any questions or ideas for other articles to share with clients? Reach out to the Keeper Support team at help@keeper.app.