Client Portal

Custom-branded client portal

Stop sending spreadsheets. Get faster responses from clients, with less effort.
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Trusted by thousands of bookkeepers and accountants

A Client Portal integrated with 
QuickBooks and Xero

Transaction questions connected to the ledger
Automated client reminders
Central hub for documents and receipts
Custom-branded portal that feels like your own
Transaction questions connected to the ledger
Automated client reminders
Central hub for documents and receipts
Custom-branded portal that feels like your own
Product - bookkeeping dashboard

Ditch the dreadsheets

Ask questions directly from the bank feed. When your clients respond, you can edit transactions right in Keeper – all your changes will sync back to QuickBooks/Xero.
“Keeper has a seamless integration with QuickBooks Online. My clients review the data, answer questions, provide feedback, and upload documents directly into the platform, making it so easy to categorize transactions and run financials directly from Keeper. I’ve tried so many different ways of getting my clients to respond and absolute nothing worked except this!”
Lisa Culverwell
Miss Elsie’s Bookkeeping

Automate your follow ups

Create scheduled requests and automated email/text messages to remind clients about outstanding questions in their portal.
“The introduction of the client portal has been a game-changer for our operations. Not only has it saved us valuable time, but our clients have embraced the new platform, which has quickly become the preferred mode of communication.”
Jelena Arcula
Books LA, Inc.

A portal your clients will actually use

Farewell, forgotten passwords! Keeper’s Client Portal uses Magic Links, so your clients don’t need to remember another set of login credentials – they can just click a link in their inbox.
“My clients are responding twice as fast, and they love that the portal uses a magic link, so they do not have to manage another password.”
Debra Kilsheimer
Behind the Scenes Financial Services

Centralize your communication

Give your clients a single place to answer questions, view financials, and submit receipts or documentation – supported by Keeper’s unlimited file storage. 
“We’ve seen higher response rates across the board, and no one misses the old system of using Google Sheets and sorting through email inboxes.”
Greg Schuricht
REI Bookkeepers

Custom branding and whitelabeling

Make your Client Portal feel like an extension of your business. Host the portal at your own domain and add your firm’s branding, colors, and logo.
Citlalli U.
REI Bookkeepers
Keeper’s Client Portal is user-friendly while still maintaining bank-grade security. For more information on our security standards, click here

Ready to run your best
month-end close?