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.

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How to make existing files visible in the portal

To make an already attached file visible in the Client Portal, click the eye icon next to it (make sure it doesn't have a line through it).

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How to add files to the portal for clients to view

To add a file to the Client Portal for clients to view you have to attach the file to one of the following tasks in Keeper:

  • Closing tasks

  • Non-closing tasks with tags

  • Non-closing tasks without tags

Client not seeing the file in the portal?

Check to see if the eye icon has a line through it. If it does, the file is not visible to your client in the portal.

Click the eye icon to make the file visible.

How files are organized in the Client Portal

Visible files in the portal are organized depending on the type of task they are attached to.

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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For this reason, if you just want to add some files that your client will be able to access, we recommend creating a catch-all non-closing task:

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 Inbox report in the Questions from Client section of your close.

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.

Moving Files

From there, you can transfer it to any task, transaction, vendor, or question as needed.

How to move file to task, transaction, or vendor in Keeper

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Asking Questions about Files

If you need to ask your client for more information about a particular file, you can click the question mark to ask them a question.

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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Admin 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 don't want them to see anything 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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