Clients with multiple accounting files

How to manage clients with multiple businesses

Updated over a week ago

If you have clients who have multiple accounting files (e.g., subsidiaries or sister companies), follow this guide to set them up.

Merged Contacts

To give your Contact access to multiple files in their Client Portal:

  1. Go to Practice Settings (⚙️ icon)

  2. Click Client Portal

  3. Click the All Contacts tab

  4. Add the other clients to the contact by clicking on the Client(s) field and selecting the other companies the contact should have access to.

This will give the contact the ability to switch between businesses in the portal:


Intercompany Transfers

Intercompany Transfers allows you to reconcile Due To/From account balances across accounting files and post adjusting transactions from one file to the other.

See this article for a guide on setting up Intercompany accounts.


Client Groups

You can use Client Properties to keep multiple companies together on the Client List.

Then, you can filter, sort, and create Saved Views on that column.

Here's a quick video showing how to do set up a saved view for a client group:


Receipts

If a contact with multiple files emails you a receipt, Keeper will place that receipt into a staging area so you can review them and choose which clients they should go to.

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