Close Assignees (Preparer / Reviewer)

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 close assignees is a way to track who is responsible for a particular client's close there are two roles that you can enable preparer and reviewer preparer – the person responsible for doing the initial bookkeeping work reviewer – the person responsible for reviewing the preparer's work, and possibly for delivering financials you can choose to enable either or both roles to enable them go to your practice settings (⚙️ icon) select practice and statements select tasks turn on enable preparer and/or enable reviewer