Follow-up Question

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