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 
8min

Overview

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.

Interactive Demo

This demo shows how to add questions to your client's portal and email them a notification:



Video Overview

Watch the video below for a quick primer on asking questions to your clients in Keeper:

Mobile

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 questions@keeper.app.





Updated 24 Mar 2022
Did this page help you?
Yes
No
UP NEXT
Asking Questions
Docs powered by archbee 
TABLE OF CONTENTS
Interactive Demo
Video Overview
Mobile
Custom Branding (Whitelabel)