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Catch up with Keeper Webinars
July 2021 Design Update
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What is Keeper?
Zapier
Korean dramas we recommend
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33min

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.

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Past Webinars

See below for past webinars:

ο»ΏFebruary 2022ο»Ώ

  • ο»ΏPrepare 1099sο»Ώ
  • ο»ΏClient Properties / Saved Viewsο»Ώ
  • Updates to In-App Chat (Collaboration)ο»Ώ

ο»ΏMarch 2022ο»Ώ

  • ο»ΏClose Statusesο»Ώ
  • ο»ΏKanban Viewο»Ώ
  • ο»ΏFinancial Reports in the Client Portal.
  • App showcase: Jelena Arkula on pro tips and hidden features.

ο»ΏApril 2022ο»Ώ

  • ο»ΏFilesο»Ώ
  • ο»ΏPriority Tasksο»Ώ
  • ο»Ώο»Ώο»Ώο»ΏKeeper's Referral Programο»Ώ.
  • App showcase: Jodie Strong on workflow.

ο»ΏMay 2022ο»Ώ

  • ο»ΏProject Templates improvements
  • Close Due Dates
  • ο»ΏClose Status Notificationsο»Ώ
  • Close Status Automations

ο»ΏJune 2022ο»Ώ

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

ο»ΏJuly 2022ο»Ώ

  • ο»ΏZapierο»Ώ
  • ο»ΏSaved Task Viewsο»Ώ
  • ο»ΏNon-Closing Task Tagsο»Ώ
  • ο»ΏEmail Open Trackingο»Ώ
  • Cash Basis Reporting
  • ο»ΏFinancial Statement Footnotesο»Ώ
  • Merged Client Portal Counts

ο»ΏAugust 2022ο»Ώ

  • ο»ΏTime Tracker Notificationsο»Ώ
  • ο»ΏEmail Signaturesο»Ώ
  • ο»ΏLocal Transaction Status / Question Statusο»Ώ
  • Search in filters on tables
  • Paste images from your clipboard
  • ο»ΏFiles in the Client Portalο»Ώ
  • Cash / Accrual Basis in the footer of Management Reports
  • App showcase: Tyler Otto on Metrics. Check out his YouTube here!

ο»ΏSeptember 2022ο»Ώ

  • ο»ΏZapier Improvements
  • ο»ΏGmail Integrationο»Ώ
  • ο»ΏTask Lock Updates
  • More Close Status Automations
  • Xero Beta

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Updated 03 Nov 2022
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Past Webinars
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