---
title: Frequently Asked Questions
slug: frequently-asked-questions
icon: ❓
docTags: 
createdAt: 2021-11-14T20:52:38.000Z
---

:::hint{type="info"}
**Heads up**! Keeper Docs is now deprecated, and this page is not maintained. Please visit [Keeper's Help Center](https://help.keeper.app/en/) at [help.keeper.app](#) for the latest docs and guides.
:::



Thanks for checking out our Frequently Asked Questions!&#x20;

Please see the following categories for an answer to your question

***

### [General Account Setup](docId\:TO-W1bntGnwuRFJ4HYpqo)&#x20;

- Adding and removing users and clients&#x20;
- Updating email
- Reconnecting email
- Password reset

***

### [Starting and Accessing Closes](docId\:zTUDqe7lLpXGY3HN-5LRy)&#x20;

- Getting to the close you're looking for

***

### [Client Portal FAQs](docId\:D57C5Bbkwg70OFldYW77r)&#x20;

- Asking questions and Client Portal functionality

***

### [File Reviews FAQs](docId\:ZGWEA6YqJVgIGYzXW311j)&#x20;

- Review reports and transactions

***

### [Workflow and Task Management](docId\:A9kto4b2p34_JJwngLX3B)&#x20;

- On tasks and comments

***

### [Reporting and Financial Statements](docId\:UocAq-wfjs3orzWan-uOl)&#x20;

- On management reporting





