Resources

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 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