User Settings
User Settings allow bookkeepers to customize their user preferences in one location.
The User Settings are accessible from any Keeper page. Find your settings by clicking the bubble at the top right of your screen.
Account
Upload/remove a photo
Edit name
Edit email address (used when logging in)
Edit phone number (used when MFA is enabled for SMS verification codes)
Enable/disable 2FA (when signing in)
AI powered smart replies (smart replies when drafting emails)
Control what hitting enter on your keyboard means:
Enter = send the message
Enter = start a new line
Client Questions
Add or remove client activity from your email notifications (Digest notification emails) subscriptions
Enable instant notifications (receive an email immediately when a client you subscribe to answers a question)
💡 For more information on digest notification emails, check out Email Notifications for Bookkeepers.
Inbox
Control undo send cancellation period
Manage personal email inboxes
Add a personal email signature
Notifications
Batch related sign-offs requests into one email
Emails about comments, assigned tasks and sign-offs
Daily task digest emails
💡 For more information on email notifications, check out Email Notifications for Bookkeepers.