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.
Ratings and Reviews
Thank you, Jesus.
I cannot understate how excited I am that this app is available now for our clients to use. No longer does our team need to hear the, I can’t get you that info as I’m not in the office or traveling. No more, I’ll get back to you when I return. Transaction happens, immediate response. YAS. AND the white labeling is completely on point! Fantastic.
What a thing of beauty
My clients have no idea that I’m a hot basket case. With this app, they think I’m the most well organized, tech savvy, on-top-of-it-all accountant that has ever existed. Little do they know that all my success is due to keeper and this app!
The interface is clean, intuitive, and has all my Firms beautiful colors and branding. Yall knocked it out of the park on this one. I LOVE THIS APP!
Holy Client Portal!!!
This app is awesome. Better than any client portal app I have used.
Plus, the dev team listens to our suggestions and keeps improving.
An am beyond excited and am rolling this and Keeper out for my firm and all clients.
This app is fantastic!
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, for example, based on the features you use or your age. Learn More
Information
- Seller
- Jensen Technology, Inc.
- Size
- 41 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Jensen Technology, Inc.
- Price
- Free