Business Settings
Get help setting up your firm's business level settings
By Meaghan and 3 others4 authors34 articles
Integrations in Closer
Learn how to connect to, and use, Closer's many integrations
By Keely and 4 others5 authors30 articles
Navigating Your Dashboard and Top Navigation
Daily outlook and other features in your dashboard
By Meaghan and 3 others4 authors7 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 4 others5 authors49 articles
Documents in Closer
Navigating your firm's documents and forms in Closer
By Meaghan and 3 others4 authors8 articles
Financial Statements in Closer
Learn all about your Trust Ledger, Statement of Account, Adjustments and more
By Julia and 2 others3 authors10 articles
Video Tutorials
Do you learn better by watching videos? Check out our recorded help videos here
By Jen and 1 other2 authors2 articles
Pricing FAQ
Learn more about our pricing structure
By Keely1 author1 article