Business Settings
Get help setting up your firm's business level settings
Integrations in Closer
Learn how to connect to, and use, Closer's many integrations
Navigating Your Dashboard and Top Navigation
Daily outlook and other features in your dashboard
In File Navigation
Need help with your Closer files? This is where you will find various articles to help you work through your in-file tabs
Documents in Closer
Navigating your firm's documents and forms in Closer
Financial Statements in Closer
Learn all about your Trust Ledger, Statement of Account, Adjustments and more
Video Tutorials
Do you learn better by watching videos? Check out our recorded help videos here
