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Files

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.

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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.

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Files in the Client Portal

Files can also be shown in the Client Portal! Read more on that here: Files in the Client Portal.



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. 😊







Updated 04 Aug 2022
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