All practice-wide settings are accessible (with Admin permissions) under Practice Settings, at the top right of the Keeper platform. Users will see a gear icon if they have Admin or Super Admin user permissions.
Video Overview
Practice Management
General tab
Edit your practice name
Logo tab
Add or change your practice's logo
Workflows tab
Close settings
Prevent standard users from creating new monthly closes
Enable the Account reconciliation time-stamped balance column
Enable close Preparer, Reviewer, and Manager roles
Override assignee labels (this allows you to rename Preparer, Reviewer, and Manager roles)
Edit close status options
Client list done status highlight rules (control when the client's row turns green)
Tax return settings (only available with the Tax Suite add-on)
Show tax tracker (in the Client Portal)
Enable tax roles: Preparer, Reviewer, and Manager
Override assignee labels (rename tax Preparer, Reviewer, and Manager roles)
Edit tax return statuses
Global settings
Lock standard users (Task lock)
Auto-complete project (automatically move status to Done when all tasks are completed)
Shorten task descriptions
Default client list row count
Edit task status options
Edit task tags
Adjust sign-off permissions
Section Manager tab
Enable Client Details for all clients
Client details example
Client details example
Custom sections
Set the default threshold for what "Due soon" means for Custom Tasks
Add, Edit, or Delete custom task sections
The General task section is not able to be deleted, but it can be renamed.
Close sections
Add, Edit, or Delete closing task sections
💡 All sections that contain Keeper file review tasks are not able to be deleted or hidden, but they can be renamed. Sections include: Account Reconciliation, Transaction Review, Payee/Entity Review, and Final Review
Task sections (only accessible with the Tax Suite add-on)
Add, Edit, or Delete tax task sections
The Financial Review tax suite task section is not able to be deleted or hidden.
Files
File deletion lock (Prevent standard users from deleting files)
Permanent file deletion lock (Prevent standard users from permanently deleting files)
Statements & Reporting tab
Enable rounding (all financial statement values to the nearest whole dollar)
Show currency sign everywhere (disable to only see $ sign on Total rows)
Enable monochrome insights
Enable prepared on (shows on cover page of reports)
Enable prepared by (shows practice name on cover page of reports)
Enable right justified reports
Enable report lock
Enable interactive financials in Client Portal
Change accent color (font color for all management reports)
Legal Disclaimers tab
Add a disclaimer to all client financials on
The cover page
All pages (as a footer)
Show cash/accrual basis distinctions on all pages (as a footer)
File Reviews tab
Enable 'Date asked' column in transaction questions
Set the default file review row count
Date asked column example 👇
File review row count example 👇
Manage Users
Users tab
Add, edit, and delete users to your practice
Update client access for non-admin users
Control tax return access (available with Tax Suite only)
Control MFA settings
Send manual password reset links to your team
Keeper Accruals tab
Control accruals access (Super admins have access by default)
Control edit schedule access
Keeper Emails tab
Disable email caching
Control personal inbox permissions
Remove personal inbox connections
Control practice inbox access
Control user access to clients' Email History tab
Client Portal
Reminders tab
Here you can configure how often your clients receive notifications when you have Automated Reminders enabled. Add up to 2 automated reminders.
💡 The Starts on date will always be the date of the next scheduled reminder.
💡 This references the cadence of automated reminder notifications (for both text and email reminders).
Non-transaction questions tab
Add, edit, or delete non-transaction question tags
Bulk set 'notify client' notifications for all recurring questions
Inbound questions/files tab
Show client uploads inbox
Enable inbound questions from clients
Enable file previews for transaction questions
Show firm name for all responses
Automatically sync uploaded transaction files to Quickbooks Online & Xero
Client uploads inbox example 👇
Resources tab
Enable the Resources tab in your portal
Client portal announcement tab
Turn on client login page announcement (viewable before signing in)
Turn on client portal announcement (viewable after sign in)
Enable archived Client Portal experience announcement
Notifications tab
Hide client's answer in email
Normally, client question notifications include the client answer within the email.
Branding tab
Customize
Choose your default client login option
Customize your Client Portal
Brand color
Button color
Background color
Practice emails
Choose your default practice email
Enable a fallback email sender
Enable open tracking
Practice phone number
View the number all texted reminders will come from when sent from Keeper
All contacts tab
Add, edit, and delete client contacts
Update client portal access
Control files access
Control financial access
Update 2FA settings (if enabled under Security tab)
Send manual magic links
Send manual password reset links
Send email blasts
Review client portal link
Vendor requests tab
Option to show a footer on all vendor request landing pages
Vendor request footer example 👇
Security
Enable 2FA for the portal
Enabling this setting will allow you to enforce 2FA on the Client Portals on a per-contact basis.
All client settings
Workflows tab
Edit client name
Upgrade/downgrade client subscription plans
Enable quarterly closes
Enable Class, Location, and Customers (QuickBooks Online clients only)
Update user access (for users with Standard and Manager permissions)
Update client notification digest recipients
Enable/disable text and email automated reminders
Update Txns > $X thresholds
Update Txns w/o receipts > $X thresholds
Reporting tab
Edit basis for client reports (Cash vs Accrual)
Upload client logo
Apply reporting templates
Properties tab
Add, remove, and edit client properties
Download a csv of all client properties
Archived clients tab
Option to show archived clients on the client list
Review actively archived clients
Activity Log
Every time a task is created, updated, or deleted, the change will be automatically recorded in the Activity Log. This ensures greater transparency and accountability, making it easier for admins to monitor task progress and modifications.
💡 Always make sure to check the date range first when reviewing activity log data.
Time Tracking
General tab
Enable time tracking
Enable timer notifications
Restrict timer edits by standard users
Enable timer log locking
Display individual capacity planning to standard users
Client workstreams tab
Add, edit, and delete client workstreams
Firm workstreams tab
Add, edit, and delete firm workstreams
Client rates tab
Update budgeted hours/month per client
Update client rates/month per client
Billing
The Billing tab is only accessible to Super Admin users. This tab grants users access to the billing portal.