Keeper Docs

⌘K
Keeper Docs Overview
🏁Getting Started
What is Keeper
Getting Started Guide
Security at Keeper
✅Task Management
Client List
Task Inbox
Task Types
Templates Overview
Copying Tasks
Non-QBO Clients
Permissions and Access Controls
Locking Tasks
In-App Chat (Collaboration)
Quarterly Clients
Close Assignees (Preparer / Reviewer)
Close Statuses
Priority Tasks
Gmail Integration
Workflow Management Notifications
💬Client Portal
Overview
Asking Questions
What your client sees
Communicating with your client
🔎File Reviews
Report Basics
Bulk Editing
Transaction Review Reports
Entity Review Reports
Final Review (Financial Statements)
Inter-Company Transfers
Transaction Splitting
Search All Transactions
Canadian Sales Tax (GST / HST)
Prepare 1099s
📈KPIs and Management Reports
Management Reports
The Executive Summary
Custom Columns
Report Templates
Metrics
Locking Reports
🗄️Client Management
Client Properties
Client Details
Client Notes
Files
⏲️Time Tracking
Tracking Time
Time Tracking Reporting
ℹ️Support and Best Practices
❓Frequently Asked Questions
Pro Tips
New Client Onboardings
Cleanups
What class is this for?
Transactions that need receipts
Bank Statement Requests
Trust Account Reconciliation (IOLTAs)
Misc.
Changelog
Catch up with Keeper Webinars
July 2021 Design Update
Keeper's Sidebar
What is Keeper?
Zapier
Korean dramas we recommend
Docs powered by archbee 
10min

Contacts

Contacts are the people you communicate with in your Client Portal. Most clients have just one contact, but you can have multiple contacts for the same client, and you can have contacts with access to multiple clients.

  • If Reminders are enabled, your contacts will receive reminders about outstanding, unanswered questions.
    • Learn more about reminders here: Notifying your client / reminders.
  • If Assignable Questions are enabled, then you will be able to assign questions to different contacts. Once questions are assigned, they will only be visible in that contact's Client Portal.
    • If Assignable Questions are not enabled, all contacts will see all questions in their Client Portal.
    • Learn more about Assignable Questions here: Assignable Questions.

You can see your contacts for a particular client by going to that client's close, clicking Client Portal, and choosing the Contacts tab.

Document image

Emailing and texting your contacts

If you have multiple contacts for a client, you can choose which one of them to email or text by selecting them from the Send To picker.

Document image

Preview Mode

To see what your clients will see when they go to your Client Portal, click the Preview button in the Contacts tab.

Document image

Contacts for multiple clients (Merged Client Portals)

If you have a contact who has multiple companies, you can give them access to both companies so they can see all their questions in one place.

To set this up:

  1. If applicable, upgrade your Client Portal to Email-authenticated Client Portals.

  2. Then, create a contact for that client.
  3. In the other related clients, upgrade their portals, and click "Continue Without Contact."
  4. Finally, go to your Practice Settings -> Client Portal Settings -> All Contacts and add the other related clients to the contact you created in step 2.
Document image

In their Client Portal, they will be able to choose between the different companies you manage for them.

Document image











Updated 22 Nov 2021
Did this page help you?
Yes
No
UP NEXT
Notifying your client / reminders
Docs powered by archbee 
TABLE OF CONTENTS
Emailing and texting your contacts
Preview Mode
Contacts for multiple clients (Merged Client Portals)