Keeper Docs

⌘K
Keeper Docs Overview
🏁Getting Started
What is Keeper
Getting Started Guide
Security at Keeper
✅Task Management
Client List
Task Inbox
Task Types
Templates Overview
Copying Tasks
Non-QBO Clients
Permissions and Access Controls
Locking Tasks
In-App Chat (Collaboration)
Quarterly Clients
Close Assignees (Preparer / Reviewer)
Close Statuses
Priority Tasks
Gmail Integration
Workflow Management Notifications
💬Client Portal
Overview
Asking Questions
What your client sees
Communicating with your client
🔎File Reviews
Report Basics
Bulk Editing
Transaction Review Reports
Entity Review Reports
Final Review (Financial Statements)
Inter-Company Transfers
Transaction Splitting
Search All Transactions
Canadian Sales Tax (GST / HST)
Prepare 1099s
📈KPIs and Management Reports
Management Reports
The Executive Summary
Custom Columns
Report Templates
Metrics
Locking Reports
🗄️Client Management
Client Properties
Client Details
Client Notes
Files
⏲️Time Tracking
Tracking Time
Time Tracking Reporting
ℹ️Support and Best Practices
❓Frequently Asked Questions
Pro Tips
New Client Onboardings
Cleanups
What class is this for?
Transactions that need receipts
Bank Statement Requests
Trust Account Reconciliation (IOLTAs)
Misc.
Changelog
Catch up with Keeper Webinars
July 2021 Design Update
Keeper's Sidebar
What is Keeper?
Zapier
Korean dramas we recommend
Docs powered by archbee 

Catch up with Keeper Webinars

12min

Heads up! Keeper Docs is now deprecated. Please visit the new Catch up with Keeper page at our new Help Center.

On the last Tuesday of every month, Keeper does a monthly webinar to recap all of the latest product updates and to share best practices from the community.

To subscribe to these webinars, click here: Catch up with Keeper.



Past Webinars

See below for past webinars:

February 2022

  • Prepare 1099s
  • Client Properties / Saved Views
  • Updates to In-App Chat (Collaboration)

March 2022

  • Close Statuses
  • Kanban View
  • Financial Reports in the Client Portal.
  • App showcase: Jelena Arkula on pro tips and hidden features.

April 2022

  • Files
  • Priority Tasks
  • Keeper's Referral Program.
  • App showcase: Jodie Strong on workflow.

May 2022

  • Project Templates improvements
  • Close Due Dates
  • Close Status Notifications
  • Close Status Automations

June 2022

  • "Any Answered" Client List filter
  • Deleting Closes
  • Preperarer / Reviewer roles in Templates
  • Open Items in Chat
  • Client Notes

July 2022

  • Zapier
  • Saved Task Views
  • Non-Closing Task Tags
  • Email Open Tracking
  • Cash Basis Reporting
  • Financial Statement Footnotes
  • Merged Client Portal Counts

August 2022

  • Time Tracker Notifications
  • Email Signatures
  • Local Transaction Status / Question Status
  • Search in filters on tables
  • Paste images from your clipboard
  • Files in the Client Portal
  • Cash / Accrual Basis in the footer of Management Reports
  • App showcase: Tyler Otto on Metrics. Check out his YouTube here!

September 2022

  • Zapier Improvements
  • Gmail Integration
  • Task Lock Updates
  • More Close Status Automations
  • Xero Beta







Updated 03 Mar 2023
Did this page help you?
Yes
No
PREVIOUS
Changelog
NEXT
July 2021 Design Update
Docs powered by archbee 
TABLE OF CONTENTS
Past Webinars
February 2022
March 2022
April 2022
May 2022
June 2022
July 2022
August 2022
September 2022