Скачать с ютуб Keeper Q&A - September 2024 (featuring Simplifying Your Task List) в хорошем качестве

Keeper Q&A - September 2024 (featuring Simplifying Your Task List)

HUGHES & STRONG CONSULTING: - Next Q&A: https://us06web.zoom.us/meeting/regis... - Free Keeper Resources: https://hughesandstrong.com/keeper - Info about our Keeper Templates & Services: email us at [email protected] ⭐ TODAY'S Q&A: ⭐ Topics: W-9 requests, Account Reconciliation SOPs, Introducing new clients to Keeper, Storing Month-end notes, Managing your practice email, Setting up Keeper for Tax clients Slide Deck: https://drive.google.com/file/d/19tWA... Resources & Feature Requests: - Community Templates: https://help.keeper.app/en/articles/9... - Custom close section template: https://keeper.app/client-list?commun... - Prepare 1099s:https://help.keeper.app/en/articles/6... - Vendor Requests: https://help.keeper.app/en/articles/6... - Due Date Dependencies (feature request): https://keeperapp.canny.io/feature-re... - Filter Task Lists: https://drive.google.com/file/d/16sH4... - Client Portal (article for clients): https://help.keeper.app/en/articles/9... - Client Portal Mobile App: https://help.keeper.app/en/articles/9... - Client Notes: https://help.keeper.app/en/articles/6... - Pin comments & attachments (feature request): https://keeperapp.canny.io/feature-re... - Export Task Comments (feature request): https://keeperapp.canny.io/feature-re... - Practice Email: https://help.keeper.app/en/articles/6... - Ben stein (CEO) mentioned an improvement in the pipeline for late Q4 (Nov/Dec) Timestamps: 0:00 Intro 04:14 Simplifying your task list 19:15 Managing W-9s from our clients (Vendor W9 Request) 24:25 Managing tasks with dependencies 29:05 Account reconciliation SOPs 32:15 Introducing clients to Keeper 35:34 Storing notes from previous closes 42:10 Exporting comments 45:37 Workaround for having a single Practice Email 49:00 HSC Resources & Support 51:12 Setting up Keeper for Tax Clients Exporting comments Workaround for having a single Practice Email Setting up Keeper for Tax Clients