Keeper Docs

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Keeper Docs Overview
🏁Getting Started
What is Keeper
Getting Started Guide
Security at Keeper
✅Task Management
Client List
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Templates Overview
Copying Tasks
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Quarterly Clients
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Priority Tasks
Gmail Integration
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💬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
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Management Reports
The Executive Summary
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🗄️Client Management
Client Properties
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Files
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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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Gmail Integration

5min

Are clients emailing you tasks and requests? Keeper's Gmail integration allows you to create and assign tasks in Keeper without leaving your inbox.

When creating or editing a task, you can add assignees, due dates, and priority. Creating the task will also automatically add a PDF attachment of the email body so you can maintain context when completing your work in Keeper.

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Mobile Gmail

If you use Gmail's mobile app, adding Keeper's add-in also lets you create tasks from the app as well.

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Common Errors

Authentication

If you run into an error that looks like the below, try adding the add-in in Incognito.

Alternatively, you can logout of all of your Google accounts and only log back into the email you want to connect, but that strikes the author as a much bigger PITA.

Either way, this error only happens when adding the app. After you've added it, there are no issues with having multiple logged-in Google accounts.

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Can't find the add-on sidebar

If you can't find the add-on sidebar, there's a tiny carrot in the corner that you can select to open it.

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Updated 03 Mar 2023
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TABLE OF CONTENTS
Mobile Gmail
Common Errors
Authentication
Can't find the add-on sidebar