Help centre
Everything you need, in about four minutes each.
Eight short guides covering every part of FilingKeeper. They are written for someone reading between two client calls: steps that name the real buttons, and no marketing voice.
Getting started
From an empty account to every deadline for your whole client book, in about an hour.
4 min readInviting team members
Add your staff, choose what each of them can do, and stop deadlines living in one person's head.
3 min readAdding clients
The handful of fields that drive every deadline, and what each one actually changes.
5 min readUnderstanding the Risk Center
The one screen that answers 'what should I worry about today' — and how it decides the order.
4 min readSending document requests
Ask a client for exactly what you need, let them upload it without an account, and stop chasing by hand.
4 min readResolving blockers
Record why a filing is stuck so it stops looking like work nobody has started.
3 min readManaging reminders
What FilingKeeper sends, to whom, and when — so nothing surprises you or your clients.
3 min readBilling
Trials, plans, changing plan, invoices, and cancelling.
3 min readReferral program
Invite fellow UK accounting practices and earn free subscription months.
3 min read
Not covered here?
Email us. During the beta you are talking to the people who build it.