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Resources

4min

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.



Resources allows you add a tab to your Client Portal where you can leave permanent notes for your clients.

Commonly, Resources are used for things like:

  • 
  • A link to an IRS resource (e.g., the IRS form W9)
  • Other firm How-To's / instructions
  • the client's specific Hubdoc/Dext receipt forwarding email address.
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Enabling Resources

To enable resources, go to Practice Settings -> Client Portal Settings -> Resources, and then enable the toggle.



Editing Resources

To edit a client's Resources tab, go to their close, then go to the Client Portal, then click Resources.

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Updated 19 Oct 2023
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