KeepPostdClient Portal for Bookkeepers
Keep clients informed on their financials monthly
See How It Looks for Bookkeepers
This is what your clients see when they check their project status. Clean, simple, professional.
January 2026 Books
Currently in Reconciliation phase • Expected: Feb 10, 2026
Project Timeline
3 Transactions Need Clarification
Feb 5Found 3 transactions I can't categorize: $450 at 'ABC Supply', $125 'Payment', $89 'Transfer'. Details?
Categorization Complete
Feb 3All 147 January transactions categorized. Moving to bank reconciliation.
All Statements Received
Feb 1Bank, credit card, and PayPal statements uploaded. Beginning January close process.
Milestones
Project Details
Contact your project manager directly.
Sound Familiar?
Bookkeeping clients need visibility into their books without calling every month. A portal shows where their monthly close stands and what documents you're waiting on.
Chasing clients for documents
Bank statements, receipts, invoices... A portal shows what's needed and what's pending.
Clients not understanding the monthly process
Reconciliation, categorization, reporting—clients don't know what you do. Show them.
Questions about charges and transactions
A portal with status updates reduces back-and-forth about specific items.
Month-end crunch communication
When books are delayed, clients know why. No surprises.
How KeepPostd Helps Bookkeepers
One link per client. All updates in one place.
Get documents faster
Visible milestones show what's waiting on the client. They see the delay is on them.
Educate clients on your value
Show the work: categorization, reconciliation, reporting. They see what they're paying for.
Reduce month-end scramble
When clients know the timeline, they're prepared to respond quickly.
Scale your practice
Less time on status updates = more time for more clients.
Perfect For
Used by bookkeepers managing 20+ monthly clients
How It Works for Bookkeepers
Set up monthly tracking
Create a portal for each bookkeeping client. Track their monthly close process with clear milestones.
Request and track documents
Post what you need: bank statements, receipts, payroll reports. Clients see what's missing at a glance.
Show your work
Milestones like Categorization, Reconciliation, Review show the value behind your monthly fee.
Deliver reports
Post the monthly P&L, balance sheet, or custom reports. Clients get notified and access everything in one place.
Ready to Transform Your Client Communication?
Join thousands of bookkeepers who've eliminated "where are we at?" emails.
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