The Client Portal (For Clients)
Welcome to your guide to the Client Portal!
If you've ever wondered how your bookkeeper or accountant stays organized and manages your financial information efficiently, you're in the right place.
We're constantly working to improve your experience in the portal. If they haven't already, your bookkeeper may choose to enable our newest version of the portal (2.0)!
The Basics
Core features:
Questions: Communication with your bookkeeper
Financial Reports: Management reporting
File Sharing: Receipt and other documents
Version 2.0
Version 1.0
Note: Your portal may look different depending on the branding chosen and features enabled!
Signing into the Client Portal
In general, you have 3 options when signing in
Via Sign in with Email: requesting a magic link
Once you're in, you won't need to request a link again until you log out, your cookie expires, or you switch devices
Via Google SSO
Gmail emails only
With a password
Select Sign in with Password - this option integrates with password managers!
Here's how to set up a password
Requesting a Magic Link
Click the button below for an interactive tour of the log-in process for the Client Portal!
Setting up a Password
Select Sign in with Password
Choose Get help signing in
Enter your sign in email
Select Reset Password
The video below walks through how to request a password reset link, as well as sign in with your new password.
Logging Out
Navigate to the top right of the screen and select the Exit icon to log out.
Answering Questions
Your portal will tell you how many open questions you have on your Dashboard, and at the top of the portal!
Version 2.0
Version 1.0
All of your open questions will land in your portal. Once your bookkeeper has marked a question as Resolved, the question will be removed from the portal.
Transaction Questions
Transaction questions are just that - questions about transactions in your QuickBooks/Xero file!
Version 2.0
Version 1.0
Non-Transaction Questions
Non-transaction questions are any questions not related to a transaction.
Version 2.0
Version 1.0
Questions for Us
Questions for Us is where you can send your own questions to your bookkeeper via the portal.
Questions for Us is optional and must be enabled by your bookkeeper.
Review Financial Reporting
Financial Reports are posted on your Dashboard tab!
Version 2.0
Version 1.0
Financials Access is optional and must be enabled by your bookkeeper.
File Storage
You can access stored files under the Files tab!
Files Access is optional and must be enabled by your bookkeeper.
FAQs
Can I reassign a question to another member of my team?
In the updated version of the client portal, you can! There is a Reassign button available to change assignees as necessary.
Can I have all of my businesses accessible in a single portal?
Certainly! If your bookkeeper oversees all business files in Keeper, they can set you up as a Merged Contact for each business.
If this is enabled, you'll see a drop down menu at the top right of your portal, and you can choose which file to view from there!
I don't see a question that was there before, where did it go?
When no further communication is needed for a given question, your bookkeeper will mark the question as Resolved on their end. All questions marked Resolved will be removed from the Client Portal.
I am having trouble logging in to my portal, what can I do?
If you're running into challenges logging into the portal, it's recommended to contact your bookkeeper for assistance and share any screenshots of error messages or other issues you're experiencing.
The following are possible solutions to issues encountered during the login process:
Invalid Magic Link
The three most common reasons folks get this error message after clicking a magic link are:
It has already been used: magic links will expire immediately after a single click
It is expired: magic links will expire after 6hrs
It is not the most recent link: Whenever a new magic link is requested (clicking the Sign in with Email button on the sign in page), all old magic links are invalidated
All of the reasons above are in place for security purposes. Keeping your Client Portal as secure as possible is one of Keeper's top priorities.
Incorrect Password
Sometimes your password can be entered incorrectly, or an older/invalid password is entered automatically with a password manager extension. If you need to reset your password, the steps are the same as when you created a password the first time!
Choose Get help signing in
Enter your sign in email
Select Reset Password
Once you have completed these steps, you will receive an email with a link to reset your password!
Incorrect email entered at sign in
Not receiving any email links? You may be using the wrong email when signing in.
Only the email added to Keeper by your bookkeeper will grant you access to the portal. Be sure to double check that you're using the email set up for you in Keeper. If you're not sure, reach out to your bookkeeper to double check!
You're not a Gmail user
Choosing the Sign in with Google option will only work with Gmail client emails.