Catch up with Keeper Webinars
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
App showcase: Jelena Arkula on pro tips and hidden features.
App showcase: Jodie Strong on workflow
Project Templates improvements
Close Due Dates
Close Status Automations
"Any Answered" Client List filter
Deleting Closes
Preparer/Reviewer roles in Templates
Open Items in Chat
Cash Basis Reporting
Merged Client Portal Counts
Search in filters on tables
Paste images from your clipboard
Cash / Accrual Basis in the footer of Management Reports
App showcase: Tyler Otto on Metrics. Check out his YouTube here!
Close Page UX Improvements: easier switching between clients, Search All Transactions, and collapsing sections
Jodie Strong on Workflow
New Location for Client Questions
New Report Customization
Prepare 1099s Report Filtering Update
App showcase: Tyler Otto on Marketing your 1099 Services
Close Progress Bar
Click to open transactions in QuickBooks Online / Xero
Streamlined Receipt Processing
Add tasks on the Client List
Time Tracker Improvements
Pin Client Details to the Close Page
Client List UI Overhaul
Keeper AI Beta
Ask Non-Transaction Questions Anywhere with our Chrome Extension
Email frustrating UI to smallfrustratingthings@keeper.app.
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.
Profile Pictures.
Task List Updates.
Task Completion Dates.
Dynamic Task Reassignment.
App showcase: Jodie Strong on Templates, Saved Views, and Client Portal features.
Bulk start closes on the Client List.
Customize your Close Assignee role titles.
View published financials on the Client List.
Added Zapier triggers.
Time Tracking tables now show totals as you filter the table.
Xero files now load up to 6x faster.
Drag and drop files onto tasks.
Added bill line item exclusions in the Prepaer 1099s report.
Edit customer, class, and location for multi-line journal entries
App showcase: Tyler Otto on Metrics.
Updates to the Client Communications tiles.
View account reconciliation files on the Financial Statements.
Management Report templates improvements.
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.
UI improvements on the close page.
We previewed our upcoming Receipt Management functionality.
Added a way for vendors without EINs to input a social security number (i.e. for schedule C filers with no EIN).
Melissa Honan from Bookkeeping for Painters joined us to share tips on how to increase your prices.
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 custom 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.
Client List property columns are now resizable.
Added the Tax Inconsistency Report for Canadian firms.
Opened the Keeper Receipts Beta to all firms.
We released Templates 2.0, our upgraded task templating system.
We made many improvements to Keeper Receipts.
Timestamped account balances now make it easier to spot post-reconciliation discrepancies.
Users can now upload their own custom management reports in the Client Portal.
We added a new Zapier trigger that runs when any task changes status.
Added the ability to open tasks on the Task List, copy links to tasks, and reorder checklists.
Added the ability to preview CSV and XLSX files.
Added the ability to save custom P&L / Balance Sheet configurations.
Added the ability to customize the Client Portal login screen branding and add a login announcement.
Upgraded bulk email blasts
Added the ability to cancel or skip tasks
Added Legal Vendor Names to the Prepare 1099s report
Introduced Capacity Planning and Time Budget reports to Time Tracking
Rolled out Community Templates to share best practices and workflow templates across firms
Added cash basis support for Xero clients
Released Community Templates.
Added the ability to view Financial Metrics on the Client List like last month's revenue, gross profit, and net income.
Added Cash Basis support for Xero.
Added the ability to archive clients.
Released our Client Portal design upgrade.
Added the ability to compare prior period footnotes, comments, and files on Account Reconciliation tasks.
Released our Activity Log to help you see changes happening to tasks in your Keeper account.
Users can now split receipts into multiple files.
Contacts now have access to their uploaded files in a "My Receipts" tab in the Client Portal.
Resource Templates make it easy to update your Client Portal resources across all clients.
Released our Xero P&L Builder into Beta.
New User Role: Manager.
Improvements to Timer Locks.
Released our Xero P&L Builder into Beta.
Launched the Keeper Client Portal Mobile App.
Added ability to manage receipts in the Mobile App.
Receipts released to GA as of September 1st.
General UI upgrades to the dashboard.
Released Receipts to GA.
Added the ability to match payments to open bills/invoices, as well as post transactions as deposits.
Released AI Journal Entries into Beta.
Added new merge tags and intro email to introduce clients to the receipts feature.
Split receipts/docs will automatically be re-scanned
Rules upgrade: you can now set default payment terms to vendor rules.
Upgrades to reviews: P&L filtered by class & location.
UI Improvements to Prepare 1099s Report.
Shipped Budget vs. Actuals.
Added ability to edit cash flow statement commentary.
Upgraded timers page load time for larger firms, added ability to add cost rates to individual employees and measure profitability by client.
Added ability to multi-select client properties.
Added new property types in the Client List (dollars and percents).
Updated Client List controls panel.
Refreshed Receipts UI and added new transaction types (sales receipts and journal entries).
Released Client Portal 2.0 updates.
Clients can now re-assign questions in the Client Portal.
Released Keeper Research (LLM-powered tax research tool).
Added new way to create custom 1099 reports.
Tax Suite Launch (Tax Client List, Tax Return Page, toggling between Tax and Close Pages, Organizers, Tax Tracker, Settings, and Pricing).
Client Properties can now be renamed.
Ability to open multiple tabs using Command/Ctrl + click.
Added links to QuickBooks Online source file.
Released Client Portal 2.0 updates.
Keeper Emails released in private alpha.
Users can now export payer info to Tax1099; added custom vendor email templates for W-9 requests & follow ups
Added P&L class filters
Added column for transaction questions comments
Users can now add tags for custom/closing tasks
Added ability to customize P&Ls for Xero users
Released Tax Suite & Mobile App improvements
Users can now view financial metrics from the Client List
Updates to Keeper Emails
Keeper Emails Live!
eSignatures/KBA Live!
Added Tax Returns tab on Client Portal
Tax Return Client List can be exported as CSV
Tax Organizer slides can now be marked as "required"
Users can now create & post invoices from within Keeper Receipts
Users can now view Related Files in Keeper Receipts
Clients can now batch upload receipts from the Mobile App
Users can now hide closing sections
Keeper Emails updates (better access controls, folder/label support, undo send)
Added eSignatures templates
Keeper Receipts updates (products & services support, also live in line item editor!)
Users can now exclude account groups in transaction review reports
Users can now prevent standard users from creating new monthly closes
Users can now move tasks between sections in templates
Client List performance improvements (50%+)
Keeper Emails updates (schedule send, auto-populate contacts, filter for client emails, hover over contacts to add or see existing contact's info, shared folder)
Added close performance tracking column
Added Preparer/Reviewer sign offs
File Review updates (transaction files/attachments with descriptions moved, export P&L as Excel/CSV, transactions coded to parent accounts, full support for multi-currency)
Added vendor docs tab in Keeper Receipts
Client Portal login configurations (magic links or username/password)
Keeper Emails updates (list view, saved views, practice inbox visibility)
Made improvements to saved search reports
Added note templates (meetings/agendas + documentation)
Multi-user sign offs are now available on custom tasks
Reverting a sign off moves task back to "In Progress"
Improvements made to deleted user experience
Keeper Receipts updates (duplicate detection & faster posting to the ledger)
Users will now receive notifications when KBA checks fail
Upgraded Client Portal 2.0 is now live for everyone
All metrics date ranges can now be visualized
Added ability to give Capacity Planning access to standard users
Added ability to add tax clients via Zapier