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Keeper Q&A - Jan 2024 (feat. Onboarding New Clients in Keeper)

Deep Dive Topic: Onboarding New Clients in Keeper Additional Topics: Filtering Task List, New account setup, multiple Non-closing Sections, & more Resources: - Client Onboarding: https://help.keeper.app/en/articles/6... - Saved Task Views: https://drive.google.com/file/d/1GK8J... - Client Portal & Resources: https://drive.google.com/file/d/1hyrp... - 1099 features in Keeper:    • Fly through 1099 season with Keeper   - Custom Properties & Saved Views: https://drive.google.com/file/d/1GK8J... - Project Templates: https://help.keeper.app/en/articles/6... - Closing vs Non-closing Sections: https://drive.google.com/file/d/1xLDX... - Firm Tasks: https://help.keeper.app/en/articles/6... - Merge tags for email templates: https://drive.google.com/file/d/18VGT... - Team Chat: https://help.keeper.app/en/articles/6... - Non-connected Clients: https://help.keeper.app/en/articles/6... - Clean ups: https://help.keeper.app/en/articles/6... - Disconnecting from QBO: https://www.loom.com/share/c326751e5a... Learn more & register for the next Q&A: https://hughesandstrong.com/keeper For Templates or Help Setting up Keeper: Reach out to us at [email protected] Timestamps: 0:00 Welcome 1:59 Onboarding New Clients 13:49 Client Info: Properties vs. Details vs. Notes 16:14 Client Resources 18:00 Prioritizing your task list 23:37 Where to start with a brand new Keeper account 25:34 Closing vs Non-closing Sections 27:11 Where to start with a brand new Keeper account (cont'd) 28:43 Firm Tasks 29:38 Adding new tasks 31:57 Multiple Non-closing Sections 41:43 Team Chat 48:00 Misc. Short Questions 49:44 Projects & Clean Ups 52:12 Disconnecting from QBO 53:43 Chat Comments vs Client Portal Questions 57:05 Firm tasks (cont'd) 58:15 Splitting up Onboarding Questions 1:35:07 Disconnecting from QBO (cont'd)