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Email Notifications for Bookkeepers

Email notifications designed to keep you and your team up to date on tasks, client activity, and internal team communication.

Updated yesterday

Workflow Notifications

Workflow Notifications are managed under your User Settings (the bubble at the top right of your Keeper page) in the Account tab, and can be enabled / disabled from there!


Emails about comments and assigned tasks

Comment notifications

When you're @-tagged by a team member, you'll receive an email notification. Comment notification emails only send once every 15 minutes, and group all the unread comments together! If a comment is read in Keeper before the email sends, it will not send an email.

Assigned tasks

Any time a team member assigns you a task, you'll receive an email about those tasks:


Daily task digest emails

Every weekday, Keeper will send you an email with all of your

  • All tasks due today, this week, or overdue

  • Priority Tasks (starred tasks)

If you are an admin, Keeper will also email you a list of your team's Priority tasks.


Client Notifications (Digest notification emails)

Once client digest notifications are enabled, Keeper will send you:

  • a once-daily summary of all the clients who have answered your questions in the previous day

  • an email when any files are uploaded to the portal

  • an email when any receipts are forwarded to the upload inbox (when Receipts is enabled)

There are three locations where users can enable/disable client notifications:

  1. In the client's Portal Settings > Notifications tab

  2. In your User Settings > Client Questions tab

  3. In Practice Settings > All client settings > Digest notification emails column (Admins only)

To enable instant notifications as soon as the client answers a question in the portal:

  • Go to User Settings > Client questions tab

  • Choose 'Enable instant notifications'

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