Follow-up Question

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 sometimes when your clients respond to your questions, you need to follow up for more information maybe their initial response was insufficent to correctly classify a transaction, or maybe now you need a document like a w9 from them this is exactly what follow up questions are for in keeper a follow up question will turn your conversation into a thread, add a new question to the bottom, and mark the question as unanswered / requiring feedback from your client in their client portal to add a follow up question, click your original question, then click the respond button, and add your follow up question video overview