Keeper Docs

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Keeper Docs Overview
🏁Getting Started
What is Keeper
Getting Started Guide
Security at Keeper
✅Task Management
Client List
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Templates Overview
Copying Tasks
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Permissions and Access Controls
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Gmail Integration
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💬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
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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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1min

Client Details

Client Details is a place where you can store important information about a client for later reference.

You can use access the Client Info Page by clicking the Client Info button in any client's close. It is located in the top center of the screen.

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Updated 16 Jun 2022
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