Accounting Client Portal

Accounting Client Portal

Talk to your accountant

19 ratings
6 reviews
Free

Details

  • Released
  • Updated
  • August 8, 2024
  • May 15, 2026
Accounting Client Portal screenshot #1 for iPhone
Accounting Client Portal screenshot #2 for iPhone
Accounting Client Portal screenshot #3 for iPhone
Accounting Client Portal screenshot #4 for iPhone
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About

This app facilitates seamless communication and document sharing between clients and their accountants. It allows users to securely upload files, ask questions, and access financial statements for informed decision-making.

Effortless communication with accountant
Secure file and receipt sharing
Quick access to financial statements
Review financial insights
Stay informed on financials
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What's New in Accounting Client Portal

1.7.10

May 15, 2026

Minor fixes

User reviews

Life changing!

This app, combined with receipts is such a game changer! Easy to use, no bugs, looks smooth, saves SO MUCH TIME! Thank you for this amazing app, my clients love it!

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!

I am hearing the angel chorus sing!

So, so excited about this app! I have explored it from the client side and it is so slick and easy to use. This is going to make our firm look even more awesome to our clients, thanks to Keeper.app! Thank you, developers! 🤩

Bookkeeper

It’s the first time i’m writing a reviews, Keeper team is amazing.

Thank you!!!!!!!!!

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.
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FAQ

What is Accounting Client Portal?

Accounting Client Portal is a mobile application designed to simplify the interaction between clients and their accountants. It offers features for secure document sharing and direct communication.

How does Accounting Client Portal help with communication?

You can ask and answer questions directly with your accountant through the app, ensuring everyone has the necessary information readily available.

Is Accounting Client Portal secure for sharing financial documents?

Yes, the app provides a secure platform for uploading and sharing files, receipts, and other sensitive financial documents with your accountant.

Can I access my financial statements on Accounting Client Portal?

Yes, you can review your financial statements and gain insights directly within the app, helping you stay informed about your financial health.

What devices does Accounting Client Portal support?

Accounting Client Portal is available on iPhone and iPod devices.

What is the age rating for Accounting Client Portal?

Accounting Client Portal has an age rating of 4+, making it suitable for a wide range of users.

How often is Accounting Client Portal updated?

The latest version is 1.7.9, and the app was last updated on March 19, 2026, indicating regular maintenance and updates.

Does Accounting Client Portal have ads?

No, Accounting Client Portal does not contain advertisements.