Financial Reports in the Client Portal

You can use Keeper's Client Portal to deliver the Management Reports 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.