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
- Updates to In-App Chat (Collaboration)
March 2022
- Close Statuses
- Financial Reports in the Client Portal.
- App showcase: Jelena Arkula on pro tips and hidden features.
April 2022
- Files
- Priority Tasks
- App showcase: Jodie Strong on workflow.
May 2022
- Project Templates improvements
- Close Due Dates
- 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
- Cash Basis Reporting
- Merged Client Portal Counts
August 2022
- Search in filters on tables
- Paste images from your clipboard
- Cash / Accrual Basis in the footer of Management Reports
September 2022
- More Close Status Automations
- Xero Beta
Updated 03 Mar 2023
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