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Past Webinars
Automate the Complex Close: Accruals, AI Journal Entries, and Keeper Scale
Join the product managers behind Keeper’s newest features as they demo how the Scale package is changing what’s possible for firms. You’ll learn how to eliminate more manual work, improve accuracy, and offer higher-value services to your most complex clients. ⚡️ Build smarter schedules with Accruals – Replace spreadsheets with structured, rules-based automation that posts clean, audit-ready entries right from your Close page. ⚡️ Turn messy docs into journal entries with AI – Instantly generate and post balanced entries from payroll reports, processor exports, and HUD-1s—no formatting required.
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Catch up with Keeper (June 2025)
Your monthly update on all the new and exciting Keeper features that have been shipped throughout the month. In this session, we covered: - Updates to Keeper Emails, the Client Portal, Metrics, and time tracking - Filtering due dates for start/end times on the task list - Added readability improvements for non-transaction questions without subjects ... and so much more!
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Keeper x TeamUp: Offshoring that Actually Works for Growing Firms
How more firms are hiring in the Philippines to grow faster, serve clients better, and stay in control — without the usual outsourcing headaches.
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Catch up with Keeper (May 2025)
Your monthly update on all the new and exciting Keeper features that have been shipped throughout the month. In this session, we covered: - Keeper Emails updates - Improvements to saved search reports - Keeper Receipts updates - Added notifications when KBA checks fail ... and so much more!
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Catch up with Keeper (April 2025)
Your monthly update on all the new and exciting Keeper features that have been shipped throughout the month. In this session, we covered: - Keeper Emails updates - Preparer/Reviewer sign offs - File Review updates - Beta features opt in ... and so much more!
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Game Changers - Underrated Keeper Features That Make a Big Difference (ep. 2)
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!
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Catch up with Keeper (March 2025)
Your monthly update on all the new and exciting Keeper features that have been shipped throughout the month. In this session, we covered: - Keeper Emails updates - eSignature templates - Keeper Receipts updates - Client List performance improvements (50%+) ... and so much more!
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Catch up with Keeper (February 2025)
Your monthly update on all the new and exciting Keeper features that have been shipped throughout the month. In this session, we covered: - Keeper Emails is live, pricing - KBA/esignatures are live - Tax Suite updates - Batch upload receipts from the Mobile App ... and so much more!
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Catch up with Keeper (January 2025)
Your monthly update on all the new and exciting Keeper features that have been shipped throughout the month. In this session, we covered: - Custom vendor email templates - Tags for closing tasks - Tax Suite improvements - Mobile App improvements ... and so much more!
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