Support and Best Practices

Frequently Asked Questions

10min
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 thanks for checking out our frequently asked questions! please see the following categories for an answer to your question general account setup docid\ to w1bntgnwurfj4hypqo adding and removing users and clients updating email reconnecting email password reset starting and accessing closes docid\ ztudqe7llpxgy3hn 5lry getting to the close you're looking for client portal faqs docid\ d57c5bbkwg70ofldyw77r asking questions and client portal functionality file reviews faqs docid\ zgwea6yqjvgigyzxw311j review reports and transactions workflow and task management docid\ a9kto4b2p34 jjwnglx3b on tasks and comments reporting and financial statements docid\ uocaq wfjs3orzwan uol on management reporting