Catch up with Keeper Webinars
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.
See below for past webinars:
- Prepare 1099s
- Updates to In-App Chat (Collaboration)
- Close Statuses
- Financial Reports in the Client Portal.
- App showcase: Jelena Arkula on pro tips and hidden features.
- Priority Tasks
- App showcase: Jodie Strong on workflow.
- Project Templates improvements
- Close Due Dates
- Close Status Automations
- "Any Answered" Client List filter
- Deleting Closes
- Preperarer / Reviewer roles in Templates
- Open Items in Chat
- Client Notes
- Cash Basis Reporting
- Merged Client Portal Counts
- Search in filters on tables
- Paste images from your clipboard
- Cash / Accrual Basis in the footer of Management Reports
- App showcase: Tyler Otto on Metrics. Check out his YouTube here!
Updated 03 Mar 2023
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