Changelog
Follow up on the latest improvements and updates.
RSS
improved
fixed
Client Portal
Accruals
October 23, 2025
We have a new name: Keeper is now Double
With our new name, we’re doubling down on our mission to help accountants save time while producing higher-quality work.
You can continue to count on everything you’ve come to expect from us over the last four years: weekly product updates, world-class customer support, and a team that listens when you tell us what you want.
For more information about why we've made this change and what you can expect, check out Ben's blog post here and a help article with FAQs.
Accruals Updates
- You can now delete Accruals you've created in error from the Accrual task on the close page. Task -> Schedule tab -> 3 dot menu -> Delete
Other Improvements
- Introduced a new practice setting to give firms more control over access to Templates. You can now specify if certain user groups can view or edit templates.
- Added clarifying language when scheduling recurring client questions.
Bug Fixes
- Fixed a bug where some emails were incorrectly filtering into the historical email section.
- Fixed a bug where a transaction was displayed in the incorrect currency on the Profit & Loss report.
- Fixed a bug where file previews were blank when selecting “Make Transaction” from client uploads.
- Fixed a bug where tax codes in receipts were pulling in as “exempt” even when the correct amount of tax was present, causing matches to default to exempt over GST.
- Fixed a bug where the email signature images appeared as attachments and image icons.
- Fixed a bug where the email history tab was not appearing in debug mode.
- Fixed a bug where receipts and bulk deletes were timing out on the frontend.
- Fixed a bug where ending balances were incorrect for 1-month accruals.
- Fixed a bug where dropdowns in receipts and the quick add menu were too narrow.
- Fixed a bug where the auto-complete setting was always enabled for tax projects regardless of toggle status.
- Fixed a bug where client property values were not searchable on the Client List.
- Fixed a bug that caused a runtime error in bank feeds.
improved
fixed
Workflow / Task Management
Receipts
Accruals
October 16, 2025
New Quick Add Menu for Faster Navigation
We've introduced a handy new Quick Add button at the top of the Close page to give you instant access to your most common client-related tools and transactions. Just click "Add" to reveal a curated set of actions:
- Quickly log an internal task, upload a file, or jot down a client note.
- Rapidly record any type of transactions like journal entries, expenses, bills, or invoices in Quickbooks.
Watch for additional Quick Add options as we further streamline Keeper's navigation and usability.
Note: Quick add transactions are currently only available for posting to Quickbooks.
Accruals Updates
- Made improvements and added details to prepaids and fixed assets schedules for simpler month-end tie-outs.
Other Improvements
- Added a "status changed date" for month-end closes and tax projects to help teams understand how long they have been in a given stage like "Waiting on client" or "In progress." This date is now also available in Firm Analytics.
- You can now update the templated dollar threshold in the Transactions > $X report template for easier application to client close tasks.
- You can now pull your client's numeric Keeper ID as an identifier in the client list dashboard.
Bug Fixes
- Fixed a bug where email signatures displayed images as both attachments and icons.
- Fixed a bug where the paperclip attachment icon was not visible for standard users.
- Fixed a bug where dropdowns in the receipts and quick add menu were too narrow to use effectively.
- Fixed a bug where the ending balance was incorrect for one-month accruals.
- Fixed a bug where receipt scans and bulk deletes were timing out.
- Fixed a bug preventing a contact from creating a “Question for Us” in the Client Portal.
- Fixed a bug where a toast error notification was incorrectly displayed after creating a rule.
- Fixed a bug where exclusions in the Expense Inconsistency report were not working as expected for Xero clients.
improved
fixed
File Reviews
Workflow / Task Management
Time Tracking
Receipts
Emails
Accruals
October 9, 2025
Bug Fixes & Performance Improvements
This week's update focused on performance improvements and polishing up existing features to make your Keeper experience even better.
Accruals Updates
- You can now edit the duration of accruals after the initial posting.
Other Improvements
- Added year-to-date timeframe as an option when pulling client financial metrics (revenue, gross profit, net income) into the client list.
- Added column for "Reference" in Xero transaction tables.
- Duplicate vendors/customers report updated to allow bulk selecting and excluding.
- Added multi-currency support for transactions in Receipts.
- Updated settings to allow firms to hide "Inbox" tab or bank feeds when not using these features.
- Added drag and drop functionality to Firm Analytics within saved views.
- Reset changes to Firm Analytics back to the saved view with a new reset button.
- Added description of account type when hovering over account reconciliation tasks to quickly identify if the account is an asset, liability, income or other account type.
- Increased number of rows exportable from timers tables.
Bug Fixes
- Fixed a bug where the row highlight setting was not saving.
- Fixed a bug where sending an email did not clear the email signature from the message body.
- Fixed a bug where the journal entry matches did not show transaction information.
- Fixed a bug where the task list failed to load.
- Fixed a bug where emails were showing inconsistently in the Email History tab in the Portal.
- Fixed a bug where alias emails were not being used to send emails despite - Fixed a bug where emails required the same address in from, to, cc, and bcc to appear in client activity.
- Fixed a bug where the practice phone number receipt was not showing up in the Portal.
- Fixed a bug where the timer total did not update correctly when filtering by dates.
- Fixed a bug where filtering by a custom property on the Client List yielded no results.
- Fixed a bug where formatting errors appeared in the new management report executive summary.
- Fixed a bug where properties filters didn’t work in the Timers Table.
- Fixed a bug where the “Reconnect account” notification appeared in the Client Portal even after all accounts were removed.
- Fixed a bug where the “between” filter on close periods in Analytics did not work.
- Fixed a bug where errors occurred while creating vendors in bank feeds.
- Fixed a bug where having special characters in a username broke the comment-adding functionality.
- Fixed a bug where the “Manager Access” button threw an error when adding a client.
- Fixed a bug where published financial PDFs were not accessible in the - Fixed a bug where auto-complete was always enabled for tax projects, even when the toggle was turned off.
new
improved
fixed
Workflow / Task Management
Management Reporting
Time Tracking
October 2, 2025
📊 New: AI Executive Summary Notes for Deeper Client Insights
Clients want more than just numbers - they want to know what those numbers mean. Our new AI Executive Summary Notes help you deliver deeper insights without adding more to your plate.
Now available for customers on our Plus tier, this feature drafts a high-level narrative based on your client’s last 12 months of financials, including vendor-level spend and year-over-year comparisons. It’s the easiest way to add thoughtful analysis and a personal touch to your monthly reporting.
✨ How it helps:
- Auto-generates summary notes that highlight trends, variances, and areas to watch
- Gives you flexible prompt options (professional or casual) that you can edit or customize per client
- Saves your favorite prompts so you can reuse what works
- Helps you deliver high-value insights—without spending hours writing them
👉 To access AI financial summaries and learn more about our Plus plan, check out this article.
Accruals Updates
- Made improvements to the accruals bulk import upload file
- Added multi-user sign offs to Accruals tasks
- Enabled sorting of columns in schedule preview
Other Improvements
- CC internal team members on vendor requests for easier tracking and accountability
- Added flexibility for sign offs to include more user types (see practice settings)
- Row highlight for completed closes is now customizable (see options in practice settings)
- Added preview mode to Organizer templates
- Added filter for transactions above capitalization policy in Bank Feeds
- Added matching for sales receipts and sales tax payments in Bank Feeds
- Added option to auto-create new closes on 1st of month for clients where the most recent close was completed (enable in practice settings)
- Automated month-end close creation reflected in activity log
- Preview final e-signed document by clicking on document icon
- Improved date filters on transaction review reports to reflect Year -> month
- Firm analytics tables can now be collapsed for easier scanning and viewing
- Updated Timers table for a more modern, user-friendly experience
- Added option to bulk move custom tasks between sections in the task list
- Added Budget vs. Actuals reports to Templates
Bug Fixes
- Fixed a bug where emails showed inconsistently in the Portal Email History.
- Fixed a bug where alias emails were set up successfully but emails were not sending from the alias.
- Fixed a bug where the QBO attachable endpoint errored out on quick view of the vendor requests column on the client list.
- Fixed a bug where cached emails in client activity required the same email to be present in from, to, cc, and bcc.
- Fixed a bug where practice phone number receipts were not showing up in the Portal.
- Fixed a bug where selected receipt entries cleared when entering receipt info.
- Fixed a bug where the timer total did not update with filtered dates.
- Fixed a bug where exporting timers to CSV only allowed 100 timers per export.
- Fixed a bug where filtering for a custom property on the client list did not yield results.
- Fixed a bug where changing the page size caused the UI to flicker in the Timers Table.
- Fixed a bug where filter options rendered incorrectly in the Timers Table.
- Fixed a bug where management reports errored when attempting to print and had formatting issues.
- Fixed a bug where the new management report executive summary had inconsistent formatting.
- Fixed a bug where file upload slides in Organizers were not uploading correctly.
- Fixed a bug where property filters did not work in the Timers Table.
Accruals Are Now Live - Automatic, Auditable, and Built Into Your Close
Accruals are officially out of beta and available to all Scale users. Keeper now moves your accrual process out of spreadsheets and into your core close workflow - with intelligent rules, full traceability, and one‑click posting.
What Keeper Accruals lets you do:
- Define recognition rules, schedules, and presets to automate accrual logic across clients 
- Import existing accrual schedules via CSV and bring historical data into Keeper 
- Post amortization or depreciation entries automatically according to your recognition parameters 
- Review accrual entries with full context, including supporting documentation, recognition timelines, and audit history 
- Edit schedules, cancel or reverse future postings, and roll forward balances with control and oversight 
Accruals is available now for clients in the Scale plan. Let Keeper handle the heavy lifting so you can focus on closing faster and more confidently.
To learn more, check out this article in our help center.
Accruals are only available for QBO clients at this time.
Other Improvements
- Formatting updates to the reporting package cover page.
Bug Fixes
- Fixed a bug where an email blast failed due to a temporary issue on Keeper’s side.
- Fixed a bug where the “sending” state on a client message did not clear after the message was sent.
- Fixed a bug where journal entry matches were not displaying transaction information.
- Fixed a bug where only some scanned receipts were moved to the Transaction Files section.
- Fixed a bug where the task list failed to load.
- Fixed a bug where unresolved transaction questions were showing in unconnected clients.
- Fixed a bug where the user’s own tasks were not filtered out correctly when “not completed” was selected.
- Fixed a bug where interactive metrics visuals failed to display graphics properly.
- Fixed a bug where admin users were unable to see timers for deleted users when branches were enabled.
- Fixed a bug where the Metrics page could not be re-added to the Reporting tab (Xero).
new
improved
fixed
File Reviews
Workflow / Task Management
Management Reporting
September 18, 2025
📣 Introducing Keeper Scale: Advanced Close Automation Is Here
We’re launching Keeper Scale - your new home for advanced close automation. Built for firms managing complex clients, Scale includes powerful new tools like Accruals and AI Journal Entries to help you eliminate manual work and close faster - all in one platform you already love.
What’s included in Keeper Scale:
- Accruals- Fully automates the posting, tie out, and roll-forward of all your accruals, generating audit-ready schedules in minutes.
- AI Journal Entries- Takes complex source files like payroll reports, ALTA settlement statements, and POS exports and turns them into review-ready entries you can post straight to the ledger.
- One streamlined platform- Manage tasks, client comms, reporting and more - while incorporating advanced automation into your close.
Learn more and sign up:
🖥️ Join the Launch webinar to learn more about the new functionality
🔥 Keeper Scale is available now in beta and will be available to everyone on September 25th.
💰 Pricing will be $50 per client per month total (not an add-on) and can be turned on for just the clients who need it.
🎁 Launch promo: Get 20% off Scale with 10+ clients on annual contract.
*Keeper Plus and Scale plans are only available for QBO clients at this time.
Bank Feeds Improvements
- Use our Chrome extension to automatically clear transactions in QBO that were categorized in Keeper's bank feeds. Navigate to QBO's reconciliation module and click the "Start Reconciliation" button to try it out.
Reporting Updates
- We added new configuration options for the management report cover page - choose between larger or smaller text in the package title.
Bug Fixes
- Fixed a bug where the practice inbox was not populating despite a successful connection.
- Fixed a bug that triggered a “failed to sync folders” error message in email.
- Fixed a bug where removing personal inbox access caused task-converted emails to disappear for teammates.
- Fixed a bug where the practice logo appeared oversized in recurring non-transaction email notifications.
- Fixed a bug where email history migrated back to the Message Client tab when practice email was disconnected.
- Fixed a bug where a second practice inbox appeared with a “not connected” label despite correct setup.
- Fixed a bug where a receipt failed to post due to a system error.
- Fixed a bug where transactions failed to show up in search results and improved bank feed search reliability.
- Fixed a bug where closing task templates were not applying as expected.
- Fixed a bug where the Chrome extension caused visual issues within QuickBooks Online.
- Fixed a bug where navigating to or updating Capacity Planning caused a “Something went wrong” error.
- Fixed a bug where an error appeared when giving a manager client access via Practice Settings.
- Fixed a bug where the management report legal disclaimer pushed content to an extra page.
- Fixed a bug where P&L details were cut off in published financial reports.
- Fixed a bug where chart of account name updates were not reflected in management reports.
- Fixed a bug where the “unassigned” tag was not rendering when assignable questions were enabled.
- Fixed a bug where formatting on the mobile Resources tab was misaligned.
- Fixed a bug where users could only @ tag teammates from within a task, not from the comment inbox.
- Fixed a bug where questions were not sent to Keeper from the Chrome extension when a split transaction was added.
improved
fixed
Workflow / Task Management
Management Reporting
September 11, 2025
Bug Fixes & Performance Improvements
This week, we focused on fixing bugs and making features more accessible and easier to use.
Workflow Improvements
- Client notes can now be viewed from the client list
- Tax-only clients can now be deleted from the client list.
- Newly added custom task sections are now hidden by default from existing saved views.
- Updated the client list default Simple View to reflect the most essential data columns.
Reporting Updates
- When 2 periods are compared in a management report, the "Total" column for the more recent period now reflects the date range.
- You can now keep class filters on when aggregating report columns by class.
Bug Fixes
- Fixed a bug where a receipt failed to post with the error “Please try again later.”
- Fixed a bug where transactions were not appearing in bank feed search results.
- Fixed a bug where adding a new contact resulted in an error despite the contact being created.
- Fixed a bug where the Practice Inbox failed to load a specific email.
- Fixed a bug where checking “Notify client” in a non-transaction question response didn’t trigger an email.
- Fixed a bug where only Super Admins could view the Practice Inbox.
- Fixed a bug where a connected practice email was not appearing in settings.
- Fixed a bug where email previews stopped loading in close tasks.
- Fixed a bug where QuickBooks Online (QBO) users saw repeated reconnect prompts due to connection failures.
- Fixed a bug where Chase bank accounts were failing to load in Bank Feeds.
- Fixed a bug where the full chart of accounts did not load for Xero clients.
- Fixed a bug that prevented finalizing the practice phone number selection.
- Fixed a bug where reports with 12 months + prior period + $/% comparison pushed columns to another page.
- Fixed a bug on the Client List causing data loading and task count errors.
- Fixed a bug where the new Table of Contents in reports did not show page numbers.
- Fixed a bug where starred P&L accounts were missing from the Key Accounts report.
- Fixed a bug that prevented saving footnotes on the Balance Sheet.
- Fixed a bug where categorized transactions incorrectly appeared in the Uncategorized Transactions report.
- Fixed a bug where the “Open in new tab” button in file previews opened a blank tab.
- Fixed a bug where opening interactive financials (P&L) resulted in a “Something went wrong” error.
- Fixed a bug where e-signatures showed a document as signed when no signatures were present.
new
improved
fixed
Client Portal
Workflow / Task Management
September 4, 2025
📊 Meet Your New Analytics Hub
Make smarter decisions, faster.
We’ve launched a brand new Analytics tab in Keeper - giving firm leaders the visibility they need to manage growing teams and client bases with confidence. Built on a powerful pivot table engine, this new surface lets you:
🔍 Analyze on-time close rates by role
🚦 Spot bottlenecks across clients and teams
🧠 Build and save custom pivot views using live Keeper data
📈 Apply heatmaps, filters, and aggregation settings to uncover trends at a glance
The first set of pre-built reports are live now - including YTD and all-time close performance by preparer/reviewer/manager, and your latest close's status. We'll be rolling this out over the next 2 weeks - you'll see the Analytics tab from your client list dashboard when it's live for your practice! Check out our help article for more info.
Other Improvements
- Added a percent complete tracker to organizers so you can see at-a-glance how far along your clients are with their information and clients can track their progress. Viewable for clients on the web and mobile app.
- Clients can now turn a file upload into a question for your firm.
- Changes to client details are now tracked in the activity log.
- Client notes now open by default in the Client Info section of the close page.
Bug Fixes
- Fixed an issue where the Practice Email was not appearing in Settings after connecting.
- Fixed a bug where file uploads on inbound questions caused duplicate “Question:” lines in the notification email.
- Fixed a bug preventing users from sending emails when accessed from a close task.
- Fixed a bug where non-transaction question assignees did not display in the Chrome extension when assignable questions were enabled.
- Fixed a bug where metrics visuals were not visible.
- Fixed a bug where COGS values were showing up inverted in P&L drilldowns.
- Fixed a bug where metrics for cost of goods sold were broken.
- Fixed a bug where adding organizers during client creation did not work.
- Fixed a bug preventing client logins to the portal.
- Fixed a bug where the bank feed connection failed and accounts showed as blank or never loaded.
- Fixed a bug where credit card accounts were not tied to any account and couldn’t be re-added due to duplicate state.
- Fixed a bug where the client logo in published reports was displaying incorrectly as ‘client logo’ instead of the actual image.
- Fixed a bug where financial reports failed to load on the mobile app.
- Fixed a bug preventing finalization of the practice phone number selection.
- Fixed a bug where the organizer download excluded client responses.
- Fixed a bug where file uploads triggered a “failed to move item to transactions” error (QBO).
- Fixed a bug causing URLs in task descriptions to no longer render as clickable links.
improved
fixed
Management Reporting
Emails
August 28, 2025
Fresh Look for Management Reports ✨
Management Reports just got a modern design upgrade—cleaner visuals, smoother navigation, and more ways to customize what you share with clients.
What’s new:
- Sleek, refreshed report design
- Easier navigation & settings
- New free-form content page for notes, scope, or disclaimers
- Image page for visuals, branding, or marketing materials
We’re rolling these out over the next few weeks. Want early access? Fill out this short form to try them out!
Emails Updates
- Email notifications for non-transaction questions now include the question subject in the body of the email, providing additional context for clients.
- Practices can select whether or not emails from disconnected email accounts are stored for record-keeping purposes or are deleted, depending on their data governance policies.
AI Bank Feeds Improvements
- Transaction details are now visible when matching to multiple ledger items.
- Partial payments can now be applied to invoices or bills.
- Outstanding transactions count is now viewable from the client list dashboard.
Other Improvements
- Chrome extension is now supported in the new QBO bank feeds.
Bug Fixes
- Fixed a bug where the next date was incorrect in the recurring non-transaction question table.
- Fixed a bug where emails with multiple questions only included one.
- Fixed a bug where duplicate vendors could be created in the 1099 workflow.
- Fixed a bug where bulk matching in bank feeds caused an error.
- Fixed a bug where users couldn’t move matches to a new transaction in the “multiple possible matches” UI.
- Fixed a bug where the “most recent” financial report wasn’t shown on the Client Portal dashboard, only under the Files tab.
- Fixed a bug where the second signee couldn’t be navigated to in Signatures.
- Fixed a bug where the Chrome extension client picker didn’t appear correctly below the dropdown.
- Fixed a bug where users could not match to a transaction in “multiple possible matches” view.
- Fixed a bug where file deletion in the client returned an error.
- Fixed a bug where a file upload in the portal failed with a generic error.
- Fixed a bug where vendor request submissions did not finalize after clicking Submit.
- Fixed a bug where a Xero Profit & Loss report showed up blank while the Balance Sheet was rendered.
- Fixed a bug where digest emails failed to send.
- Fixed a bug where users could not reauthenticate their practice email.
- Fixed a bug where the “Done” option was missing for bulk marking tasks as completed.
- Fixed a bug where users were unable to create folders or subfolders in their Files tab.
- Fixed a bug where the “update current view” option was missing when saving a view.
improved
fixed
Client Portal
Emails
August 21, 2025
Automated Notifications for Non-Transaction Questions
You can now set up recurring email notifications for non-transaction questions in the client portal. This helps ensure nothing slips through the cracks, improving response rates while reducing manual follow-ups.
What’s new:
- Notify client toggle:Enable automated reminders on individual questions.
- Global control:Turn reminders on/off for all open non-transaction questions - in one step—perfect for migrating to this feature.
- Clear visibility:A new column shows which questions have reminders enabled.
- Daily batched emails:Clients receive a single email each morning (8am EST) with all their unanswered questions.
- Preview option:See exactly what clients will receive (non-editable for consistency).
Why it matters:
No more chasing down unanswered questions—reminders are now automated, consistent, and easy to manage.Emails Updates
- Introduced email filtering by contact type, allowing users to quickly view emails from specific groups like "Customers" or "Internal Team."
AI Bank Feeds Improvements
- Added bulk approval of matches.
- Added support for posting multi-line expenses and deposits.
- Added support for connecting bank feeds to current assets, current liabilities and long-term liabilities.
- Improved process for matching transfers between accounts.
Bug Fixes
- Fixed a bug where dragging to copy text in the linked email modal conflicted with the drag-and-drop handler.
- Fixed a bug where the matches table had performance issues when opening.
- Fixed a bug where cost of goods sold appeared twice in metric visuals.
- Fixed a bug where some template sections appeared even when not selected.
- Fixed a bug where the task list failed to load.
- Fixed a bug where users were unable to remove a user from the preparer role via the close page.
- Fixed a bug where users were unable to create an August 2025 close.
- Fixed a bug where the most recent financial report didn’t appear on the Client Portal dashboard.
- Fixed a bug where visible files did not appear in the Client Portal.
- Fixed a bug where links to P&L subaccount comment threads excluded the subaccount due to the colon symbol.
- Fixed a bug where the client portal displayed “Chart cannot be displayed” for interactive visuals.
- Fixed a bug where the “Reviewed” status did nothing in the bulk editor for the newly added customers file review.
- Fixed a bug where the client portal tax tracker wouldn’t exit preview mode even after tax returns were disabled for the client.
- Fixed a bug where bank feed display names (e.g. “spending”) and mapped accounts were inconsistent.
- Fixed a bug where bank feed account chips did not wrap properly.
- Fixed a bug where email previews had misaligned padding compared to sent emails.
- Fixed a bug where client financial reports were missing from the Client Portal dashboard but present in the Files tab.
- Fixed a bug where file rename attempts under auto-organized folders failed with “Failed to rename item.”
- Fixed a bug where emails were not fully populated in Keeper due to message body processing errors.
- Fixed a bug where sections not selected in templates still appeared after saving.
- Fixed a bug where interactive metric visuals failed to display when opening a client report.
- Fixed a bug where users were unable to edit customers from the close.
- Fixed a bug where links to financial report comments failed to include sub-account context.
- Fixed a bug where the bank feed matching interface showed misaligned names and account mappings.
- Fixed a bug where client files were missing from auto-organized folders in the portal.
- Fixed a bug where users were unable to remove logos or update client logos.
- Fixed a bug where users received a “Failed to fetch task list” error in the task list view.
- Fixed a bug where sections appeared in published reports that weren’t selected in the template.
- Fixed a bug where adding a client enabled all closing sections by default without customization.
- Fixed a bug where metric visuals showed cost of goods sold as the only data point.
- Fixed a bug where client dashboards did not reflect the latest published financial report.
- Fixed a bug where users could not rename files in auto-organized folders.
- Fixed a bug where users were unable to create QBO clients despite completing required setup.
- Fixed a bug where certain reports failed to open due to mismatched section or template logic.
- Fixed a bug where practice users experienced errors when attempting to save email drafts.
- Fixed a bug where the QBO receipt description did not carry over to the posted receipt.
- Fixed a bug where QBO receipt matching performance was unusually slow.
- Fixed a bug where .iif file uploads resulted in error messages for portal contacts.
- Fixed a bug where bulk file editing in newly added customers report failed to apply the “Reviewed” status.
- Fixed a bug where users received “Failed to rename item” errors when renaming reports.
- Fixed a bug where contacts saw “Chart cannot be displayed” instead of visuals.
- Fixed a bug where comments in the “Unread” tab appeared in “Open” but not in “Unread.”
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