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Client Properties - Keeper Docs - docs. keeper. app Client Properties are a way to keep track of relevant information about your clients You can store structured information about each client, as well as files, like their W9 or Engagement Letter
Client List - Keeper Docs - docs. keeper. app Keeper Docs Heads up! Keeper Docs is now deprecated, and this page is not maintained Please visit Keeper's Help Center at help keeper app for the latest docs and guides