Archiving a Client
From the Client List:
Choose More Information (arrow) to the left of the client name
Select the Client Options button on the right side of the client list table
Select Archive Client in the bottom right-hand corner
Only Admins have the ability to archive clients.
Billing
Archiving your client will remove them from future billing cycles
You have the option to reactivate and reconnect anytime; however, if reactivated, Keeper will charge a pro-rated amount for their subscription.
For example, if your billing cycle is on the 1st of the month, and you re-activate the client on the 15th, you will be charged $5 for the remaining half of the month.
Connection to QuickBooks Online & Xero
Archiving a client will disconnect the the connection to the client's QuickBooks or Xero account.
Historical transaction questions will be preserved, but drill-downs into ledger data will not be available in archived clients in Transaction Review reports, Final Review reports, or Payee/Entity Review reports.
To view and make changes to QuickBooks or Xero data, the client file will need to be reactivated.
Client Portal
Your client will still be able to log into their portal, but they will only be able to view and download files.
Previously published financial reports will be available for clients to view and download in the portal.
Clients can no longer ask or respond to questions via the portal.
All outstanding transaction questions, non-transaction questions, and Questions For Us will be marked as resolved.
Historical questions and answered will be preserved within your Keeper client close page.
Tasks and Workflow
Upon archive, all outstanding tasks related to the archived client will be marked as "Canceled."
Recurring tasks will be canceled and will no longer repeat. If you choose to reactivate the client, recurring tasks will need to be set up again.
Files attached to tasks will still be viewable and downloadable, but you cannot add new files to tasks.
Comments related to tasks will still be viewable, but all open comment threads will be resolved and you cannot reply or create new comments.
Receipts
Upon archive, active Keeper Receipts subscriptions will be canceled.
Uploaded receipts will be preserved in Files.
Receipts cannot be matched or posted to transactions unless the client file is reactivated.
Client List
Admin users have the option to choose whether archived clients show up on the Client List
To show or remove archived clients from your Client List,
Go to Practice Settings
Select All Client Settings
Navigate to the Archived Clients tab
Enable/Disable Show archived clients on the client list
FAQs
How do I reactivate a client that was previously archived?
You can reactivate archived clients within their close page as well as from Practice Settings.
From the Close
Go to the archived client's close page
Find the red banner at the top of the close page
Select the Reactivate Client option
From Practice Settings
Go to Practice Settings
Navigate to All Client Settings
Select the Archived Clients tab
Select the Reactivate icon at the right of the client's row
