Client vs. Client Portal Contact
Client: a business or company
Contact: a person, typically the business owner that has an email they use to access the Client Portal
How Clients work in Keeper
The names on the Client List
You can only create AND delete a CLIENT (business) from the client list in Keeper
Creating a CLIENT (business) does not also create a contact (person)
Deleting a CLIENT (business) does not delete the associated CONTACT(s) (person)
WHY: A CONTACT (person) can have more than one CLIENT (business) in Keeper that you manage the books for
How Contacts work in Keeper
You can create AND delete a CONTACT (person) in TWO places in Keeper:
All Contacts (via practice settings (⚙️ icon)) OR
Client Portal contact settings (via client close page)
Creating a CONTACT (person) does not create a client (business) as part of the process
You MUST assign a client (business) in order to create a contact from the All Contacts tab
Deleting a contact (person) only removes the contact's association with the client (business) and revokes that email's portal access
How should I create new Clients in Keeper to invite the owner/employee(s) to the portal?
If the contact does NOT exist you have two options:
Create the contact (person) via All Contacts under practice settings and then assign the client (business) to that contact
Add the contact (person) via Contacts under Client Portal settings in the close file
This automatically assigns the client because it is only that client's contact list you are modifying
If the contact already exists, you only have one option:
Assign the client (business) via All Contacts under practice settings
See Clients with multiple accounting files for more details
What is the difference between All Contacts and Client Portal contact settings?
All Contacts
Practice level setting
Every contact (person) is listed on this screen
Where merged Client Portal access is managed
Adding a contact only does not add the contact to the Client Portal contact tab
How do I access All Contacts?
Click Practice settings (⚙️ icon)
Click Client Portal
Click All contacts
Client Portal contact tab
Individual client level setting
Only contacts (people) assigned to that client will show
Adding a second client (business) is not possible on this screen
Manage reminder emails
Manage assignable questions
Access the generic Client Portal link
Adding a contact here also adds a contact in your All Contacts tab
How do I access the Client Portal contact tab?
From the client close:
Click Client Portal
Click Contacts
Joe and his employees are contacts for this client
Only Joe is a contact for this client
