Files in the Client Portal

Let your clients access all of their files in the Client Portal

Updated over a week ago

Any file that lives in Keeper can also be made visible in the Client Portal.

Files Access

If you want your Contacts to be able to see files in the Client Portal, make sure to enable Files Access for them.

Even if you make a file visible in the portal, a contact will not see if it files access is disabled.

How to show files in the portal

To make an existing file visible in the Client Portal, hover the file and then click the Make visible button.

If you want to upload a new file that your clients can see, you can upload that file to your Custom Folders and then click Make visible to make it visible in the portal.

How files are organized in the Client Portal

Visible files in the portal are organized into folders. Any files in Custom folders will show up in the same structure that you've uploaded your files to.

Any files uploaded to tasks will show up depending on the type of task they are attached to. (See also: auto organized folders).

Closing Tasks

If the file is attached to a closing task, it is organized by:

  • Section

    • Task name

      • Close year

So for example, if you reconcile two accounts in your Account Reconciliation section, your folder structure will look like this:

Non-closing tasks with tags

If you attach a file to a non-closing task that has a tag, the folder will be named for that tag. So all of your inventory documentation can be organized in one folder:

Non-closing tasks without tags

If you attach a file to a non-closing task that does not have a tag, it will show up in a special folder called Other Files.

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The Client Uploads Inbox

If your client has any files that you haven't explicitly asked for, they can just drag and drop them into the files upload inbox!

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Once they upload a file, you'll see it in your Client uploads tile at the top of the close page.

If you are subscribed to a client's Client Portal Digest notifications, you will receive an email as soon as your client uploads a file in the portal.

Once a file is in the inbox, you can move, download, delete, or ask questions about it as needed.

Hiding the client uploads inbox

You can hide the client uploads inbox in your Client Portal practice settings by unchecking the "Show client uploads inbox" setting in the "Inbound questions/files" tab.

Best Practices

Supplemental Reports

If you have additional reports that you deliver to your clients beyond the monthly Management Report, here's what we recommend:

  • Create a new section in your close called Reports

  • Create a new task called Additional Reports

  • Add the files there every month.

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Then, you'll get a folder structure that looks like this:

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Upload-only access to the Client Portal

Admin access to the Client Portal can be an important part of managing your and more business, but it is important to know how to do it the right way.

Some clients have admins, employees, and other personnel that need to upload receipts, statements, and other requested documents, but should not see files or answer questions in the portal.

By setting up the proper permissions for these individuals, you can keep your portal secure and ensure that everyone has the access they need.

How do I give a Client Portal contact access to upload to the portal only?

  1. Create the contact without Files or Financial access

What access will the contact have?

  • Logging into the Client Portal

  • Uploading documents to the Client Portal Inbox

Why do I need to enable assignable questions?

When enabled, assignable questions allows contacts to see a specific set of questions meant for them to answer. Contacts without any questions assigned to them will not see questions listed in the portal.

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