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Client Portal
What your client sees

The Client Portal

4min

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 where your client can answer your questions.

What your client can do

In the Client Portal, your client has the ability to answer your questions and add attachments, if necessary. They can also ask you questions if you enable Questions from Your Client.

If you mark a transaction question as resolved in Keeper, it will be removed from the list of transactions your client sees in their portal.

Desktop layout

This is what your client's portal will look like on desktop.

Document image


Mobile Layout

This is what your client's portal will look like on mobile.

Document image




How your clients log in / Interactive Tour

Here's an interactive demo on how the clients can log into their portal:

<div style="position: relative; padding-bottom: 55.60416666666667%; height: 0;"><iframe src="https://demo.arcade.software/ejEkme0glQBeOFPd4X0C/" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div>






If you want to send them this demo, here's a link to a standalone page for that: https://demo.arcade.software/ejEkme0glQBeOFPd4X0C/









Updated 19 Oct 2023
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Desktop layout
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