Workflow Management Notifications

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

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

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

To update your notification email preferences, navigate to your User Settings at the top right of your Keeper screen.

Update your notification email preferences for Emails about Comments and Assigned Tasks, and Daily Digest Emails under Account settings.

Update your notification email preferences for client question responses under your Client Questions settings tab. From here, you can also choose which client notifications you're subscribed to.

Thanks for using the Keeper bookkeeping workflow software!