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Past Webinars
Catch up with Keeper (December 2024)
Your monthly update on all the new and exciting Keeper features that have been shipped throughout the month. In this session, we covered: - Tax Suite launch! - Renaming client properties - Client Portal 2.0 updates - Keeper Emails in private alpha ... and so much more!
Speakers:
Catch up with Keeper (November 2024)
Your monthly update on all the new and exciting Keeper features that have been shipped throughout the month. In this session, we covered: - Clients can no re-assign questions in the Portal - Keeper Research (LLM-powered tax research tool) - Custom 1099 reports ... and so much more!
Speakers:
Game Changers - Underrated Keeper Features That Make a Big Difference (ep. 1)
If you’ve ever felt like you could be doing more in Keeper but aren’t sure where to start—we've got you covered. We're diving into some of Keeper’s super handy features that might not be in your daily rotation yet… but definitely should be!
Speakers: