Accounting Client Portal 4+

Talk to your accountant

Keeper.app

    • Free

iPhone Screenshots

Description

The Accounting Client Portal is the easiest way to work with your accountant.

Effortless Communication
Ask and answer questions directly with your accountant, so everyone has what they need.

File and Receipt Sharing
Securely upload and share files, receipts, and documents with ease.

Quick Access to your Financials
Review your financial statements and insights at any time, helping you stay informed and make better decisions.

What’s New

Version 1.1

This new release includes:
- New uploads section.
- Question details redesign for a better messaging experience.
- Some small fixes and tweaks to improve the experience.

App Privacy

The developer, Keeper.app, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info
  • User Content
  • Identifiers
  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

You Might Also Like

Future Firm Accelerate
Business
The UPS Store Events
Business
Client Hub
Business
DSS2024
Business
FirmDash
Finance
Gray Services - Client Portal
Business