The average number of accounts a business has
Reduce sign-in friction with a single secure login: add credentials once, be notified of connection issues, manage all client credentials and who you share them with—all in one view. Stop bouncing from system to system to get what you need and get back to focusing on more important priorities.
On average, a client has 4-10 accounts, and that means your firm could be spending around 20-50 minutes per client logging into their accounts alone! Improve employee productivity and avoid wasting time searching for client credentials with one central location for all login information—Password Manager.
Transform your accounting or bookkeeping firm with the Botkeeper Partner Platform. With a robust offering chock-full of tools to help you implement best practices and project manage your firm and its tasks, Botkeeper sets your firm up to successfully reach your growth and scale goals!
You have questions. We get it. We also have answers.
Botkeeper’s Password Manager allows users to add/store third party credentials and provide access to these third party systems to Botkeeper. A Botkeeper Partner can leverage Password Manager to store financial institution credentials for their clients while limited access/visibility to Botkeeper.
1. Easily view and filter all your client’s credentials in one location
2. Gain visibility into accounts you have requested credentials for
3. Proactively be notified of any outstanding issues with credentials
4. Easily add client credentials when you receive them
5. Quickly edit credentials and grant permission to Botkepeer to view them
6. Report an issue in the form of a task, directly to the client from within Password Manager
Botkeeper puts security front of mind. We protect your data with 256-bit encryption as well as several other best-in-class security protocols. In addition, within Password Manager for each credential, you add, the password is stored in a separate encrypted database from the rest of the credential information (username, URL, etc.). Botkeeper also keeps detailed audit logging to monitor who is accessing what and when, and we use a robust access control system to ensure your client’s data is only accessible to the correct users.
Nope—there's no limit to the number of passwords that can be saved within Password Manager!
Nope! Password Manager is included in all of Botkeeper’s standard Accounting Partner Packages.