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
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.”
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.”
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.”
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.
Keeper’s Client Portal is user-friendly while still maintaining bank-grade security. For more information on our security standards, click here