Keeper Docs Overview

4min

Heads up! Keeper Docs is now deprecated, and this page is not maintained. Please visit Keeper's Help Center at help.keeper.app for the latest docs and guides
Welcome to Keeper's Product Documentation. 
Here you can find written and video overviews of Keeper's core functionality, as well as Best Practice Guides and Frequently Asked Questions.
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New Users
Check out our Getting Started Guide﻿ and Frequently Asked Questions﻿.
Learn about how to ask Transaction Questions﻿ and how to notify your client about new questions.
Try catching some coding errors with our Expense Inconsistency Report.
Advanced Users
Learn how to use Keeper for New Client Onboardings﻿ and Cleanups﻿.
Use Metrics﻿ to track KPIs for your clients.
Communicate with your team with In-App Chat (Collaboration)﻿.
Roadmap, Changelog, and User Feedback
Have a new feature you'd like to see in Keeper? Ask us about it here.
Want to see the latest improvements in Keeper? Check out our changelog.
Curious what we've got in the works? View our roadmap.
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Updated 25 Mar 2024

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