Keeper Docs

⌘K
Keeper Docs Overview
🏁Getting Started
What is Keeper
Getting Started Guide
Security at Keeper
✅Task Management
Client List
Task Inbox
Task Types
Templates Overview
Copying Tasks
Non-QBO Clients
Permissions and Access Controls
Locking Tasks
In-App Chat (Collaboration)
Quarterly Clients
Close Assignees (Preparer / Reviewer)
Close Statuses
Priority Tasks
Gmail Integration
Workflow Management Notifications
💬Client Portal
Overview
Asking Questions
What your client sees
Communicating with your client
🔎File Reviews
Report Basics
Bulk Editing
Transaction Review Reports
Entity Review Reports
Final Review (Financial Statements)
Inter-Company Transfers
Transaction Splitting
Search All Transactions
Canadian Sales Tax (GST / HST)
Prepare 1099s
📈KPIs and Management Reports
Management Reports
The Executive Summary
Custom Columns
Report Templates
Metrics
Locking Reports
🗄️Client Management
Client Properties
Client Details
Client Notes
Files
⏲️Time Tracking
Tracking Time
Time Tracking Reporting
ℹ️Support and Best Practices
❓Frequently Asked Questions
Pro Tips
New Client Onboardings
Cleanups
What class is this for?
Transactions that need receipts
Bank Statement Requests
Trust Account Reconciliation (IOLTAs)
Misc.
Changelog
Catch up with Keeper Webinars
July 2021 Design Update
Keeper's Sidebar
What is Keeper?
Zapier
Korean dramas we recommend
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Keeper Docs Overview

6min

Heads up! Keeper Docs is now deprecated. 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.



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.



Updated 03 Mar 2023
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