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Catch up with Keeper Webinars
Catch up with Keeper Webinars

Learn and share with the Keeper community

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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

  • "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 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.

  • 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

  • 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

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