Keeper Docs

⌘K
Keeper Docs Overview
🏁Getting Started
What is Keeper
Getting Started Guide
Security at Keeper
✅Task Management
Client List
Task Inbox
Task Types
Templates Overview
Copying Tasks
Non-QBO Clients
Permissions and Access Controls
Locking Tasks
In-App Chat (Collaboration)
Quarterly Clients
Close Assignees (Preparer / Reviewer)
Close Statuses
Priority Tasks
Gmail Integration
Workflow Management Notifications
💬Client Portal
Overview
Asking Questions
What your client sees
Communicating with your client
🔎File Reviews
Report Basics
Bulk Editing
Transaction Review Reports
Entity Review Reports
Final Review (Financial Statements)
Inter-Company Transfers
Transaction Splitting
Search All Transactions
Canadian Sales Tax (GST / HST)
Prepare 1099s
📈KPIs and Management Reports
Management Reports
The Executive Summary
Custom Columns
Report Templates
Metrics
Locking Reports
🗄️Client Management
Client Properties
Client Details
Client Notes
Files
⏲️Time Tracking
Tracking Time
Time Tracking Reporting
ℹ️Support and Best Practices
❓Frequently Asked Questions
Pro Tips
New Client Onboardings
Cleanups
What class is this for?
Transactions that need receipts
Bank Statement Requests
Trust Account Reconciliation (IOLTAs)
Misc.
Changelog
Catch up with Keeper Webinars
July 2021 Design Update
Keeper's Sidebar
What is Keeper?
Zapier
Korean dramas we recommend
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Frequently Asked Questions

12min

Thanks for checking out our Frequently Asked Questions!

Please see the following categories for an answer to your question



General Account Setup

  • Adding and removing users and clients
  • Updating email
  • Reconnecting email
  • Password reset


Starting and Accessing Closes

  • Getting to the close you're looking for


Client Portal FAQs

  • Asking questions and Client Portal functionality


File Reviews FAQs

  • Review reports and transactions


Workflow and Task Management

  • On tasks and comments


Reporting and Financial Statements

  • On management reporting





Updated 03 Mar 2023
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TABLE OF CONTENTS
General Account Setup
Starting and Accessing Closes
Client Portal FAQs
File Reviews FAQs
Workflow and Task Management
Reporting and Financial Statements