Keeper Q&A - June 2024

Topics: Common FAQ's & Troubleshooting

Presentation Slides: https://drive.google.com/file/d/14SUU...

Resources & Feature Requests:
- Roles: https://help.keeper.app/en/articles/6...
- Profile picture: https://help.keeper.app/en/articles/6...
- Task Statuses: https://help.keeper.app/en/articles/9...
- Sort non-closing tasks by Due Date (feature request): https://keeperapp.canny.io/feature-re...
- Set default range for Transaction Reports (feature request): https://keeperapp.canny.io/feature-re...
- Client Portal Reminders: https://help.keeper.app/en/articles/6...
- Set email reminders by client (feature request): https://keeperapp.canny.io/feature-re...
- Set email reminders by contact (feature request): https://keeperapp.canny.io/feature-re...
- Recurring Questions: https://help.keeper.app/en/articles/6...
Quarterly Clients: https://help.keeper.app/en/articles/6...
- Fiscal Year: https://help.keeper.app/en/articles/8...
- Resources Tab: https://help.keeper.app/en/articles/6...
- Client Details: https://help.keeper.app/en/articles/6...
- Archiving: https://help.keeper.app/en/articles/9...


Register for the next Q&A: https://us06web.zoom.us/meeting/regis...
Keeper Resources: https://hughesandstrong.com/keeper
For more info about our services & templates: [email protected]


Timestamps:
0:00 Intro
1:37 Roles (Preparer, Reviewer, Manager)
6:33 Changing your profile picture/color
7:23 Marking a task 'ready for review'
11:16 Onboarding Zaps (automations)
14:02 Sorting non-closing tasks by due date
15:59 Receipt Workflow
18:33 Setting default ranges in transaction reports
22:58 Client portal reminders
25:06 Recurring questions
28:17 Quarterly clients
33:50 Adjusting fiscal year
33:44 Scheduling quarterly tasks
37:03 Resources Tab / Workaround for areas without templates
40:15 Client Details
43:45 Adjusting frequency of client portal reminders
46:15 Archiving clients
50:30 P&L
52:54 Viewing client's last login & email history