How do I set up a task to repeat weekly?
To set up a task to repeat weekly,
Click Add New under your Non-Closing Tasks
Click the Repeat button to set a repeat frequency
All Closing Tasks automatically repeat monthly when you start a new close. Because of this, only non-closing tasks are able to be set up to repeat at a custom cadence.
Is there a way to bulk-add tasks to multiple clients?
Yes! You can create Close templates and bulk-apply them to all clients.
To bulk-add tasks to multiple clients:
Go to Templates (on the Client List screen)
Click the Task tab
Select the template you would like to apply
Click Add to Client (white button in top R corner of screen)
If you would like to apply to all clients, select All Clients from the dropdown
If you would like to apply to specific clients, select the clients by clicking their business name
Click Add to Client
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I just added a quarterly client, but they are not on the right close. How can I fix that?
When you add a new client to Keeper, they are added with their current close set to the latest close. For example, if you add them in June, they will automatically be set to the May close.
If you have a quarterly client whose closes do not overlap with the current close (e.g., their closes are December/March/June/September), you can start an older close and delete the current close to set them up on the right cycle.
To do that:
The video below walks through that process as well:
If this process still doesn't work for you, check your client's Fiscal Year in their Accounting Settings.
Quarterly closes take fiscal years into consideration, so you will be prompt to start a quarterly close on their closing cycle. For example, a client whose fiscal year starts in September will have the following quarterly closes: November, February, May, August.
When I create a close, where do my closing tasks copy from?
When you create a close, Keeper copies all the tasks from the latest close in Keeper.
For example, let's say you're working on a cleanup and have created the following closes: September 2023 and December 2022.
If you create a close for January 2023, Keeper will populate that close with the task list from the September 2023 close.
For this reason, if you're setting up a client's file, we recommend setting up their tasks in the latest close first before creating older closes.
If I just enabled the Tax Suite for my firm, how do I get started?
If you've just enabled the tax suite for your practice and you're starting from scratch, head to this article to learn how to add a client to Keeper.
To add tax workflows to existing clients,
Head to Practice settings --> All client settings
Locate the Tax returns column and select the checkbox for each client where you want to add tax workflows.
Important Note: Once you turn on tax return workflows for a client, you will not be able to disable tax workflows from your account. To disable tax workflows for any clients, you will need to contact us at support@keeper.app or from the chat button in the bottom right of your screen.
Now that you have tax turned on for your clients, click on the "Clients" home button at the top left of the screen to access your Client list.
To see your new tax clients and begin tax return projects for them, click on the views drop-down and select "Tax returns."
Each client will automatically have a tax project created for the latest year. To add a tax return project for the preview year, click on the carat next to the client's name and click the "Create 20XX return" button for as many years as you'd like.
From the Tax returns view on the client list, You can assign users to the roles of Tax Preparer, Tax Reviewer, and Tax Manager (see this article to learn more about each role and how to customize role names). You can also set a due date for the tax project.
To access a tax return project page, click on the year you'd like to work on.
Each client you've added tax workflows to will come pre-set with a default tax return task template. You can apply client-specific updates to the pre-applied tasks, including assignees and due dates, and you can customize the task names, descriptions, and sub-tasks.
To apply a different tax workflow template to a client, navigate to Templates and create a new tax task template.
To learn more about tax workflows once you've created your first tax return projects, check out this article on the basics of Tasks.