The Client Portal is your place to communicate with your clients through Keeper.
The basics of Client Questions revolve around four core pieces:
- Transaction Questions – transactions you need to ask your client about. Once your clients respond, you can directly reclassify them without leaving Keeper.
- Non-Transaction Questions – questions not related to a particular transation, like statement requests.
- Questions from Your Client – questions that your client asks you (optional).
- The Client Portal – your client's place to answer your questions and ask their own.
This demo shows how to add questions to your client's portal and email them a notification:
Watch the video below for a quick primer on asking questions to your clients in Keeper:
The Client Portal link works on both desktop and mobile, so your clients can still answer your questions from their phone.
Custom Branding (Whitelabel)
The Client Portal can also be whitelabeled. Whitelabel allows you to host the Client Portal link at your own domain, with your own branding and logo. It also allows you to send email notifications from Keeper to your clients directly through your own email, rather than from firstname.lastname@example.org.
Updated 03 Mar 2023
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