Client Management
Files
3min
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 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 03 Mar 2023
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