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
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Client List

The Client List is typically the first page you will see when you log into Keeper. This list shows you all of your clients and your progress on each of their closes. You can also see high-level stats on your open Client Questions, and whether any of them have been answered.

From any close, you can get back to the client list by clicking the Back to All Clients button.

You can also filter this list to show clients with particular properties.

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Historical Closes

If you want to see or start an older close, you can click the arrow in the circle to the left of the client's name. This will let you see all older closes as well as start closes from older periods.

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For example, if you wanted to do a 2020 cleanup, you could click Add Previous Month End Close, choose December 2020, and that would create a December close. In that close, you can run all the reports contextualized to that date range.

For more info on cleanups, see our best practices guide on them here: Cleanups.

Filtering

To filter your client list, click the filter button next to the Client Name search box.

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Peek & Pop

If you click into any cell on the Client List, you can see all of the tasks in that section.

Client Properties and Saved Views

You can add Client Properties to your Client List to give you more information about your clients. For example, you can have a checkbox property for VIP so you can filter to show only your VIP clients.

You can even save these views for easy access later and share them so your whole team can have access.



Kanban

If you have Close Statuses enabled, you can view your closes on a Kanban board to get a more visual sense of the status of each client's close.

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Updated 02 Jun 2022
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TABLE OF CONTENTS
Historical Closes
Filtering
Peek & Pop
Client Properties and Saved Views
Kanban