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Getting Started / Admin
Getting Started / Admin

Follow this guide to set up your practice in Keeper.

9 articles
What is Keeper
Getting Started Guide

Practice Setup


User Management, Permissions, & Roles
How to Add, Edit, & Delete Clients
Email & Password Settings

Whitelabeling


Custom branding (Whitelabel) in Keeper
Custom branding (Whitelabel) setup

Other


How quickly does Keeper sync to QuickBooks / Xero?
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