Settings

In the Settings section of your Keeper web dashboard, you can conveniently manage various aspects of your account. This includes updating your personal information, adjusting notification preferences, managing your subscription, and linking your bank accounts. Additionally, you can easily access our Help Center for further assistance.

 

Profile

Messaging Preferences:

In this section, you can change your notification settings to:

  • App notifications 
  • SMS messaging
  • No notifications 

Navigation: Settings -> Profile -> Messaging Preferences

Profile:

Here, you can update your:

  • Email address
  • Phone number
  • First and last name

Navigation: Settings -> Profile -> Profile

Support:

If you have any questions or concerns, you can email our support team at support@keepertax.com

Navigation: Settings -> Profile -> Support

Membership:

This is where you can view and manage your current subscription.

📝 If you would like to make any changes to your subscription, like switching plans, you can do so in the app.

Navigation: Settings -> Profile -> Membership

Payment Method:

You can update the payment method for your Keeper subscription here.

Navigation: Settings -> Profile -> Payment Method

 

Help Center

You can access the Keeper Help Center here. It is your one-stop resource for solutions to any questions or issues you may encounter.

Navigation: Settings -> Help center

 

Linked Accounts

You can easily add your bank accounts or cards through the Linked Accounts section in your web dashboard. Once linked, these accounts will be displayed in the same section.
From there, you can choose how each account is used by selecting one of the following options:

  • Used for work & personal expenses
  • Used only for work expenses
  • Used only for personal expenses

Selecting any of these options will affect how the status of transactions from each card appears in the app.

If you no longer wish to see transactions from a particular account, you have the option to remove the account from your linked accounts.

Navigation: Settings -> Linked accounts