Connect with your clients
Whether you have one or a hundred users, give them the best, most seamless, frictionless, and simplest experience they can get.
Managing user access can be complex, but Botkeeper’s Portal Manager drastically reduces the administrative tasks involved and gives you control over who gets access to what. Within the tool, you can invite, define roles, and set permissions at both the firm and client levels.
Botkeeper makes it easy to share, restrict, and manage user access to data, documents, records, and tasks across all your users — without sacrificing security.
Botkeeper’s Scoping Tool creates a lean and efficient client onboarding process to the Botkeeper platform. Watch as pertinent data points are extracted from your clients' data into the Botkeeper Scoping Tool and, then provide you with an output of calculated suggestions for the best Botkeeper packages and services for your individual clients’ needs based on their actual books! It’s fast, secure, and super-efficient, taking about 5 minutes per client. Yes—we said 5 minutes.
Your firm’s portal is the front door to your services, so it’s important your portal design reflects your brand. Portal Manager allows you to customize your portal with your branding, logo, and favicon.
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Portal Manager is a one-stop-shop for portal and user onboarding and management. With one interface you can manage firm users and clients, define their roles, and assign firm users their client access.
With the Botkeeper Scoping Tool, it takes just five minutes to see if a client is right for Botkeeper. Simply fill in some defining information and required services for your client and you’ll be able to assess if they’re the right fit.
With Portal Manager, you’re in control of inviting firm and client users to the portal and managing their access to client data.
Bring your accounting or bookkeeping firm into the future with the Botkeeper Operating System, an all-in-one financial platform to manage all bookkeeping, communicate with clients, and innovate your practice. Provide a seamless experience for your clients while keeping costs low and accuracy high. Botkeeper makes your firm more productive while reducing stress and providing you with time for more important tasks.