The Client List is the first page you will see when you log into Keeper. You can think of it like a high-level dashboard of all of your clients and closes.

On the client list, you can see high-level summaries of your...

The client list contains a Default view that will show all of your Latest close periods. The Default save view cannot be edited or deleted.

If you want to stay on top of closes from prior periods that may still be active, you can also filter the client list to show All Open closes or All Closes under Special Filters.

Filter for all closes with a specific status:

Filter the client list to show all clients with a specific client portal categorization:

Filter the client list to show all client integration types:

Filter the client list by monthly or quarterly clients.

If you want to see or start an older close, from the client list click the arrow in the circle to the left of the client's name. This will let you see all historical closes, as well as start, closes from older periods.

This would create a December close. In that close, you can run all the reports contextualized to that date range (Jan '20 - Dec '20).

To filter your client list, click the Special filters button next to the Client name search box.

Edit which columns are in your client list view by clicking Edit columns at the top of the client list.

Filter the contents of each column on the client list.

When filtering for specific close periods, make sure to first apply special filters such as "all open closes" or "all existing closes" to show the most results in your column filter

You can view your clients' latest published financials right from the Client List by adding the "Latest published financial report" column to any view. If you click the cell, you can read the report as well.

For more on publishing Management Reports, read this article.

If you click on any cell on the Client List, you can see all of the tasks in that section.

On the Client List, tasks are sorted into columns by their sections. Click into the corresponding cell to see the list of tasks! From there, you can select statuses from the drop down menu to the right of the task.

You can add tasks to your clients directly from the Client List. Click in the cell you want to add that task to and click + Add Task.

You can add Client Properties to your Client List to give you more information about your clients.

For example, you can have a checkbox property for VIP so you can filter to show only your VIP clients.

You can even save these views for easy access later and share them so your whole team can have access.

Saved views can ONLY be deleted by the user that originally created it.

If you have Close Statuses enabled, you can view your closes on a Kanban board to get a more visual sense of the status of each client's close.

Within your Practice Settings, admins can customize their preference for:

To access these settings, go to your Practice Settings > Practice Management > Workflow tab.

You can create the Current and Upcoming closes in bulk by clicking the Create Close button.