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Catch up with Keeper Webinars
Catch up with Keeper Webinars

Learn and share with the Keeper community

Updated over a week ago

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.

  • 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

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