Client Portal
Your books, at a glance, whenever you want to look — no login to remember, no software to install.
What Your Portal Shows
One page, always current
- Month at a glance — income, spending, and profit for the current and prior month
- Receivables & payables — who owes you, what you owe, and what's coming due
- Documents — your monthly report packages, together in one place
The portal is refreshed as part of our regular bookkeeping cycle, so what you see reflects the books we're actually keeping — not a stale export.
Where's my link? Every Keeper client gets a personal, secure dashboard link. It's included in your monthly report email — just click through from there. There's no password to remember and no account to set up.
Need your link re-sent? Email kneilson@keepercom.com and we'll send it over. For your security, we only send portal links to the email address on file for your account.
Not a client yet?
The portal comes standard with every Keeper engagement. Book a call and we'll show you what your numbers would look like in it.