Financial Reports in the Client Portal

heads up ! keeper docs is now deprecated, and this page is not maintained please visit keeper's help center at help keeper app for the latest docs and guides you can use keeper's client portal to deliver the management reports docid\ r0hnbnqzuir6f0mcua21b that you create for your clients adding financial reports to the client portal to add a report to the client portal, go to the reporting page and click the publish button financial access if you want your contacts to see these reports, make sure to enable financial access in the client portal if you have other contacts who shouldn't have access to financials, leaving this box unchecked will prevent them from accessing them