TECH TALK: 10 Things You Might Not Know About Keeper

Keeper has taken the Bookkeeping Industry by storm!  If you want to learn about this magic app or even if you are an expert user join us, as there may still be some tips you are not aware of to make your day easier.  

TECH TALK: 10 Things You Might Not Know About Keeper

Even if you are only using a couple pieces of Keeper it is super beneficial to your workflow.  Join our Tech Talk to learn about more of the features you are not utilizing yet.  There will also be time for questions at the end of the presentation. 

Join us Tuesday, April 30th 2PM EST/1PM CST/12 PM MST/11 AM PST. As a Bonus, attend live for a chance to win a $200 Visa Gift Card!

This webinar is open to everyone so invite others to learn more.

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More about Keeper, sign up with our Affiliate link SIGN UP FOR KEEPER

Keeper has 5 core pieces to it:

* Task Management – like Asana or ClickUp, but built only for bookkeepers and integrated with QuickBooks online.

* Client Portal – one place to communicate with your clients & ask for their input on coding questions. When they respond, you can directly reclassify transactions without leaving Keeper.

* File QA – catch and correct coding errors before delivering client financials.

* Management Reporting – track KPIs and generate reporting packages that your clients will actually read.

*Receipt Management - Helps to keep clients compliant 

It has so much capability to make your life easier and workflow with clients less stressful.