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
Docs powered by archbee 

Close Assignees (Preparer / Reviewer)

2min

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:

  1. Go to your Practice Settings (⚙️ icon)
  2. Select Practice and Statements
  3. Select Tasks
  4. Turn on Enable Preparer and/or Enable Reviewer.
Document image










Updated 03 Mar 2023
Did this page help you?
Yes
No
PREVIOUS
Quarterly Clients
NEXT
Close Statuses
Docs powered by archbee