Keeper primarily used for this at LUCA?
What is monthly closing?
True or False - You can add a receipt to a transaction in Keeper, that syncs to QB0.
True.
False.
This is something Samuel says about Keeper probably three times a day.
What is "Keeper can do that"?
Keeper integrates with which accounting platform? (that LUCA uses)
What is QBO & XERO?
You can leave these within a P&L review so they are easily available for your Controller in their review.
What is "comments"?
What happens when a client uploads a receipt to Keeper?
What is it attaches to the corresponding transaction automatically? Note: it must then be pushed to QBO. ;)
Samuel asks you to do this when he loves a new Keeper feature.
What is "Can you put that in Notion?"
True or False - You can communicate with your controller via Keeper comment?
True
The Keeper feature that allows you to ask a client question on a transaction.
Clients can answer Keeper requests directly from their email without logging in — true or false?
What is True?
What is, "Keeper > QBO"?
The browser tool that allows you to use Keeper features in QBO.
What is the Keeper Extension?
This type of transaction is much easier to track in Keeper than a shared google doc.
True or False — You can send requests to multiple clients at onc
What is True?
Why would Samuel give tacos away when it comes to Keeper?
What is " @anyone
Getting SO many new clients into Keeper



!!" ?
Keeper's NEW name.
What is Double?
A secure space where clients can view, submit, and track their requests or documents with your team.
What is "The Client Portal" ?
What acts as a your document organizer system?
What is "Files"?
What are Samuel's Keeper dreams made of?
What is "My pipe dream is for us to move 100% to Keeper and away from Karbon!"