New Client Onboardings

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 onboardings are an important part of getting started with a new client in keeper this guide to show you how to use keeper to onboard new clients to your practice if you are looking for how to roll out keeper to your existing clients, you can read more about that here tldr add them as contacts docid\ wwj49jy23yssyiuslxthi and then send them the intro email template there are four steps to onboarding a new client in keeper add the new client apply an onboarding project template send them an intro/onboarding email turn on reminders fyi you can automate a good chunk of this process with keeper's zapier integration ! 1\ add a new client once you sign a client, you should add them as a new client in keeper you can do this from the client list by clicking add another client if you don't yet have access to their quickbooks file, that's ok! you can add them as a non qbo client , and you'll be able to add their integration later 2\ apply a project template when you are onboarding a new client, there are tasks that you need to do to get them set up, and requests you need from your client to get started with your work project templates docid\ bnb7ldhcjujacl7crfbln are the perfect tool for this – they let you add one off internal tasks and external questions to a client when you're setting up your firm, you can create an onboarding project template then, when you're onboarding a new client, you can apply this template after you add the client from your templates tab on the client list once you apply a project template, all non closing tasks docid\ voda6adcgjoll4amwkslx will be added to that client, and all non transaction questions docid\ mdyxvdvv psq894zugijn will be added to their client portal importantly, this will not email your client to do that, follow step three 3\ email your client once you have applied the project template, go to that client's close once you're there, click the client portal tab and add your client as a contact when you're setting up your firm, you can create an onboarding email template that you can send as part of your onboarding process if you have not yet created one, you can create on by clicking the client emails tab and then going to your email templates docid\ p22hzdsx 5kh5rmrawvy9 once you have created this template, send it to your client as an email in the client emails tab once they have the link to their portal, they should be all set to start answering your intake form requests, and you can get started on their books! 4\ turn on reminders lastly, once you have sent them their onboarding email, make sure to turn on reminders so they'll get a reminder email about unanswered questions!