Onboarding is an important part of getting started with a new client in Keeper! This guide will walk you through the process of using Keeper to onboard new clients to your practice.
If you're interested in introducing Keeper to clients that are already connected in Keeper, check out our guide on Inviting Clients to the Portal for more information.
There are four steps to onboarding a new client in Keeper
Add a new client
Apply an onboarding template
Add your contact(s) and send an onboarding email
Turn on Automated Reminders
Add a New Client
Once you sign a client, you should add them as a new client in Keeper. You can do this from the Client List by clicking Add Client. Only Admin users can add new clients.
If you do not have access to their QuickBooks or Xero file yet, that's OK! You can add them as an Unconnected Client, and you'll be able to add their integration later.
Apply a Task Template
When onboarding a new client, we know there are a number of things you need from the client in order to hit the ground running! Task Templates are ideal for this. They allow you to add both internal tasks and external questions for a client.
You can navigate to Templates from the Client List, or from the close itself! Only users with Admin and Manager access can access Templates.
From the Client List,
Select the Templates tab to expand your template options
From the client close,
Click the down arrow next to the Home button and choose Templates.
Under Task Templates, you'll find a pre-existing New Onboarding Template. You can choose to update or duplicate this template and customize to your preference!
Once you apply a Task Template,
all Non-Closing Tasks will be added to that client
All onboarding Questions will be added to their Client Portal
This will not email your client. To do that, follow the next step below.
Add Your Contact(s) and Email your Client
Adding a Client Contact
Next, in order to communicate with your clients from within Keeper, you'll need to add them as a Contact. This also enables them to access the Client Portal via email!
From within the client close page, select Portal and then Add Contact.
Things to Know
First Name and Email are required fields
Financial Access allows this contact to see financial reports posted to the portal
Files Access allows this contact to see any files you make visible in the portal
Add a Phone Number to be able to text your clients!
Texting your clients is only available on Keeper Premium
Emailing Your Contacts
Keeper has the option to create Onboarding Email Templates that you can send as part of your onboarding process!
Select Message Client at the top of the close to access your email options. Your existing templates will show up in the drop down menu!
You're almost there! So far you have...
Added the client file
Applied Task Templates
Adding internal onboarding tasks
Adding Client Portal questions
Added Contact(s)
Emailed your Contact(s) an invite to the portal
Now that the client has their portal link, they're ready to get started!
Feel free to send your contacts a link to this client-facing Client Portal article to help break down what to expect in their portal!
Turn on Automated Reminders
Lastly, once you have sent out the onboarding email, make sure to turn on reminders so your contacts will get a reminder email about unanswered questions!
To do this, go to Portal and check Email Reminders Enabled
When this feature is enabled, Keeper will email your client contact(s) a reminder if they have any unanswered questions in their Client Portal. By default, these reminders will send once weekly at 8 AM ET on Monday.
Changing the cadence of these reminders is easy! It can be managed under your Practice Settings (gear icon at the top right of your page).
Select Client Portal and Reminders to update this setting.
An email reminder will always go out on the Starts on: date you choose.