Overview

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 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 docid 6yybl57 y06i7opte rf – transactions you need to ask your client about once your clients respond, you can directly reclassify them without leaving keeper non transaction questions docid\ mdyxvdvv psq894zugijn – questions not related to a particular transation, like statement requests questions from your client docid\ myxdcjd53msqqh9sw03pw – questions that your client asks you ( optional ) the client portal docid\ xm 1ow6yuemqvmixkfbtj – 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 docid 7oot1vqj xrhmptot9cmf 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