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Client Portal
Asking Questions

Recurring Questions

2min

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.



Recurring Questions are Non-Transaction Questions that that you can schedule to repeat on a regular cadence. These are helpful for making repeating requests, like asking for statements from your clients.

A recurring question will automatically be added to your client's portal on the date you specify.

Watch the video below for an overview on how to add recurring questions in Keeper.

Video Overview





Updated 19 Oct 2023
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