Close Statuses

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 statuses are a way to add a status to each client's close these can help you keep a high level understanding of where each close is and who should be responsible for it for example, you can use close statuses as part of your handoff – so qc managers can keep a filtered list of which closes are ready for manager review customizing close statuses you can customize your close statuses from your practice settings in the practice and statements > tasks section close status notifications you can also set up custom email notifications when closes statuses change in your close status settings if you assign a person or role here, they will be notified whenever a close changes to that status for example, in the screenshot below, moving the close to "ready for manager review" will notify the reviewer for that close see also close assignees (preparer / reviewer) docid 5tvie9ewfdb6lydv8bx6r