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