Misc.

Catch up with Keeper Webinars

9min

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.
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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
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Updated 25 Mar 2024

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Changelog

July 2021 Design Update

Catch up with Keeper Webinars

Past Webinars

﻿February 2022﻿

﻿March 2022﻿

﻿April 2022﻿

﻿May 2022﻿

﻿June 2022﻿

﻿July 2022﻿

﻿August 2022﻿

﻿September 2022﻿

February 2022

March 2022

April 2022

May 2022

June 2022

July 2022

August 2022

September 2022