Files

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 you can attach files to all tasks in keeper among other things, this is a great way to manage your bank and credit card statements, since you can attach the statement to each account reconciliation task for each client's close if you want to find all historical statements for a particular account, you can search for them easily from the files section on a client's close page files in the client portal files can also be shown in the client portal! read more on that here files in the client portal docid\ jsc3kmnymkemlgqvvkkdr note keeper supports unlimited file storage, with a 100 megabyte per file limit aka just don't go dropping in hd movies and you'll be fine 😊