Keeper Docs
⌘
K
Keeper Docs Overview
🏁
Getting Started
What is Keeper
Getting Started Guide
Security at Keeper
✅
Task Management
Client List
Task Inbox
Task Types
Templates Overview
Copying Tasks
Non-QBO Clients
Permissions and Access Controls
Locking Tasks
In-App Chat (Collaboration)
Quarterly Clients
Close Assignees (Preparer / Reviewer)
Close Statuses
Priority Tasks
Gmail Integration
Workflow Management Notifications
💬
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
📈
KPIs and Management Reports
Management Reports
The Executive Summary
Custom Columns
Report Templates
Metrics
Locking Reports
🗄️
Client Management
Client Properties
Client Details
Client Notes
Files
⏲️
Time Tracking
Tracking Time
Time Tracking Reporting
ℹ️
Support 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
Docs powered by
Archbee
Task Management
Templates Overview
4min
Close Templates
Project Templates
Non-Closing Tasks
and
Non-Transaction Questions
to a client in Keeper.
How Templates Copying Works
Updated 03 Mar 2023
Did this page help you?
PREVIOUS
Firm Tasks
NEXT
Close Templates
Docs powered by
Archbee
TABLE OF CONTENTS
Close Templates
Project Templates
How Templates Copying Works
Docs powered by
Archbee
