Portal Manager

The no-hassle way to—wait for it—manage your firm's portal. 

Portal Manager is the all-in-one way to manage firm users and clients, define their roles, and assign firm users and clients their access. And you only need five minutes to scope new clients, to see if they're right for Botkeeper.

 

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TOTAL CONTROL OVER WHO SEES WHAT.

You're in the driver's seat. 

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.

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SET UP CLIENTS SO FAST, YOU'LL... OH, YOU'RE ALREADY DONE??

Onboard clients in minutes, not days.

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.

 

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CUSTOMIZE YOUR PORTAL’S LOOK AND FEEL TO MATCH YOUR BRAND

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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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.

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Save time with one tool

The foundation for easily managing users, onboarding clients, and scoping new ones so you can focus on what matters most — growing your firm.

 

FREQUENTLY ASKED QUESTIONS

We're not sure where Waldo is, but we can answer these.

  • What is Portal Manager?

    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.

  • How do I determine if a client is right for Botkeeper?

    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.

  • Can I manage my own firm and client users?

    With Portal Manager, you’re in control of inviting firm and client users to the portal and managing their access to client data.

NATIONWIDE, FIRMS TRUST BOTKEEPER WITH THEIR BOOKKEEPING SO THEY CAN FOCUS ON PROVIDING VALUE.

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.

 

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