Replies posted by Kenny Bobek

3 Replies

C
Advisory Board
contractorskeeperllcAdvisory Board
asked in Transaction Review

receipts

I use Asana to organize closing tasks, so the main thing that would be needed here is a communication tool for all client requests and questions. Combine what Liscio offers into Digits for Non transaction related questions, repeating requests with the ability to upload statements, receipts, etc. It would be nice if the upload folder was a shared upload folder in digits that we could sync to google drive. With Keeper I have to download all the uploaded files and move them to google drive, sort of an extra step that gets tedious.

9
Kenny Bobek
3 days ago
S
Steve GriffinNew Decimal

Operational Client PortalNew

I agree, Digits is so close!I am trying to move off of Keeper, because it lacks excitement, very bland.However, having a month-end close workflow for myself and team members and the ability to request documents for clients to upload into the portal would allow me to do so.

5
Michael
8 months ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in Transaction Review

receipts

Yes to uploads!I currently use Keeper for month-end close and transaction review. They have the ability for the client to attach a receipt to a transaction review question in their portal. I can then assign the document to the transaction in QBO from Keeper. This is really convenient and necessary so I know you guys will have it soon enough and I can move away from Keeper. Added a month-end close tool would be the icing on the cake!

9
Kenny Bobek
3 days ago

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