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Catch up with Keeper Webinars
Catch up with Keeper Webinars

Learn and share with the Keeper community

Updated this week

On the last Tuesday of every month, Keeper does a monthly webinar to recap all of the latest product updates and share the community's best practices.

To subscribe to these webinars, click here: Catch up with Keeper.


Past Webinars

  • "Any Answered" Client List filter

  • Deleting Closes

  • Preparer/Reviewer roles in Templates

  • Open Items in Chat

  • Access Client Details, Client Notes, and Files anywhere with our Chrome Extension.

  • Edit line items in Xero.

  • Journal Entries support in the P&L

  • Rebecca Driscoll of Conscious Accounting on her experience niching her firm.

  • We reserved half of this update for a 1099s training. Click here to see a video that only shows that training (without the rest of the product updates / Q&A).

  • The P&L Detail Report option in Management Reports.

  • Significant improvements to our Comments and Files systems.

  • UI improvements on the close page.

  • Expenses can now be marked as billable.

  • We released our Files 2.0 upgrade.

  • We released Keeper Receipts into beta.

  • Users can now access Custom Files from the Client List.

  • Users can now create non-closing task sections, and show/hide these sections.

  • In the Prepare 1099s report, users can now see full Tax ID numbers, add a 1099 Type, and export their report to Track1099 or Tax1099 import formats.

  • Added thumbnails to transaction attachments in the Client Portal.

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