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Kesef/Connect 

Fill out the form below to connect
with a team member or submit a file.
 

Look for the very short Kesef Customer Satisfaction Survey in your email inbox. Your participation would be greatly appreciated!

How to Use This Form

Kesef is committed to delivering top-tier, secure, and efficient bookkeeping for congregations. Kesef/Connect  is a streamlined way to submit files and enhance your Kesef experience.  

 

Fill out the form on the right to submit a file or request. 

 

Click here for detailed instructions on how to complete the form. 

 

All Accounts Payable invoices, check requests, and prepaid payments, should be emailed to Bill.com’s secure and encrypted email address that has been assigned to your organization. Instructions for submitting prepaids via Bill.com. 

Need a better understanding of who's who on the Kesef team?  Here is a quick rundown on the staff working on your account:

Account Manager (AM) 

  • Bank reconciliations 
  • Financial statements
  • QuickBooks work
  • Other higher-level financial services

Accounts Receivable Specialist (AR) 

  • Member payments 
  • Billings and adjustments
  • Statements

Accounts Payable Specialist (AP) 

  • Pays synagogue bills via Bill.com 
  • Takes care of processing member checks 

Payroll Specialists 

  • Payroll for full-service payroll clients 
  • Journal entries for non-full-service payroll clients 

Professional Services 

  • Additional paid services such as restructuring a chart of accounts, switching from accrual to cash basis, or audit support. 

Customer Success

Billing/Contract Manager 

  • Handles questions about your congregation's Kesef or ShulCloud subscription and/or one-time billing via email: billing@shulcloud.com 

Onboarding 

  • Oversees your congregation’s transition to Kesef