Getting Started With Keeper - Episode 8 | Client Communication

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✨ In this video, we introduce Keeper's Client Portal and how you can easily communicate with clients within our platform, flag questions, and make updates to transactions that feed right back into QBO or Xero's ledger.

👉 Learn more about Keeper's Client Portal here: https://help.keeper.app/en/articles/6...

👉 Learn more about your client's perspective here: https://help.keeper.app/en/articles/6...

🚨 Join the Keeper family and subscribe to our channel: ‪@keeper_app‬

⏱️ TIMESTAMPS:
00:00 - 00:25 - Intro
00:25 - 01:55 - Client Portal Explanation
01:55 - 02:09 - The 3 Client Communication Flow Steps
02:09 - 03:28 - Step 1: Adding a Question
03:28 - 05:30 - Walkthrough of the Portal
05:30 - 06:48- Step 2: Notifying the Client
06:48 - 07:43 - Step 3: Updating the Transaction
07:48 - 08:18 - Outro

🗓️ Book a Demo: https://bit.ly/3xuptep
🌎 Our Website: https://bit.ly/43Y5PDy
💁 Keeper's Help Center: https://help.keeper.app/en
👨‍💻 Monthly Webinar: https://us02web.zoom.us/webinar/regis...