Business Settings
Get help setting up your firm's business level settings
By Meaghan and 3 others4 authors32 articles
Integrations in Closer
Learn how to connect to, and use, Closer's many integrations
By Keely and 4 others5 authors25 articles
Navigating Your Dashboard and Top Navigation
Daily outlook and other features in your dashboard
By Meaghan and 2 others3 authors5 articles
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
By Julia and 5 others6 authors49 articles
Documents in Closer
Navigating your firm's documents and forms in Closer
By Meaghan and 2 others3 authors13 articles
Financial Statements in Closer
Learn all about your Trust Ledger, Statement of Account, Adjustments and more
By Meaghan and 1 other2 authors9 articles
Video Tutorials
Do you learn better by watching videos? Check out our recorded help videos here
By Jen1 author1 article
Pricing FAQ
Learn more about our pricing structure
By Keely1 author1 article