Changelog
Follow up on the latest improvements and updates.
RSS
fixed
improved
Client Portal
File Reviews
Workflow / Task Management
Management Reporting
Receipts
May 22, 2025
Bug Fixes & Performance Improvements
This week, we focused on fixing bugs in Keeper and making features more accessible and easier to use.
Receipts Improvements
- Added bulk actions (delete, move, and download) to files scanned into the Transaction files table.
Other Improvements
- You can now add tax clients to Keeper automatically via Zapier.
- Tax workflow templates can now be posted and shared via Community Templates.
- Searching by contact name is now available in the Uploads Inbox.
- Updated disclaimer & footnote text formatting on management reports to support longer content.
- E-signature requests are now hidden from the client if they fail their KBA verification 3 times. Firms are notified so they can reissue the request if needed.
- Removing a sign-off from a task now reverts the status to In Progress.
Bug Fixes
- Fixed a bug where recurring tasks with sign-off did not display the correct due date status after being marked as Completed.
- Fixed a bug where admins could not see Super Admin timers for clients they had access to when branches were enabled.
- Fixed a bug where filtering for open or all returns on the client list triggered an error.
- Fixed a bug where the portal preview in branding settings never loaded.
- Fixed a bug where account numbers were not showing on the Budget vs. Actuals report.
- Fixed a bug where logging into the Chrome extension displayed a false “already logged in” message.
- Improved error handling for failed /client-portal-settings requests: now logs out the contact and clears local storage if the contact is not found.
- Fixed a bug where using “move to here” within the same folder changed the folder name by prepending ‘copy1’.
- Fixed a bug contributing to an increased frequency of QBO refresh modal appearances.
- Fixed a bug where the status column was incorrectly visible in the final review drilldown table.
- Fixed a bug where saving a draft message from the personal inbox resulted in an error.
- Fixed a bug where the success message was missing after moving a file.
- Fixed a bug where searching files in the portal did not return results.
improved
fixed
Client Portal
Workflow / Task Management
Management Reporting
Time Tracking
Receipts
Emails
May 15, 2025
📝 Standardize Your Meetings with Note Templates
Tired of starting from scratch every time you prep for a client meeting? Now you don’t have to.
📋 Meeting Note Templates are here to help you:
• Standardize agendas and discussion topics
• Keep documentation consistent across your team
• Scale recurring meeting processes
Receipts Improvements
- Files are now flagged as potential duplicates in Keeper Receipts when there’s a match on vendor and item number.
Other Improvements
- Multiuser sign-offs are now available on custom tasks!
- Metrics visualizations now have customizable date ranges including calendar YTD, fiscal YTD, last 12 months and 1 month.
- Emails sent from the shared practice inbox now show the sender’s full name next to the practice name in the From line (internal visibility only - this is not visible to clients).
- Removed timestamps from clients’ view of question threads; only the date is now shown.
- Standard users can now view the Employees section of Capacity Planning, limited to their own timers (enabled in Practice settings -> Time tracking).
- Added the ability to select and upload multiple files to a new non-transaction question.
- Tasks assigned to deleted users now display the user with a greyed-out circle, and firms can filter by deleted users in the task assignee column.
- Made fixes and updates to images and signatures in emails.
Bug Fixes
- Fixed a bug causing an error when deleting client comments.
- Fixed a bug where users were unable to comment on uncategorized transactions.
- Fixed a bug where only the most recent close populated when starting timers.
- Fixed a bug where exporting the task list failed if it included an apostrophe (’).
- Fixed a bug preventing bulk upload of multiple images in the mobile app.
- Fixed a bug where transactions in the client portal mobile app for UK files showed in USD.
- Fixed a bug where invoice and bill payments were incorrectly included in the Tax Inconsistency Report.
- Fixed a bug where Net Income did not populate in the Budget vs. Actuals report.
- Fixed a bug where accessing Metrics and Reporting tabs for Xero clients triggered a “Something went wrong” error.
- Fixed a bug where users were unable to add questions from the Chrome extension due to an inactive text box.
- Fixed a bug to hide the “Ask a Question” button on mobile web.
- Fixed a bug where the Practice Inbox was inaccessible despite showing as connected.
- Fixed a data issue by deleting two inbound questions from a client.
- Fixed a data copy issue where Kelvin A Simmons DDS PLLC did not transfer correctly.
- Fixed a bug where uploading a file to a vendor request via a non-transaction question did not show the file in the thread.
- Fixed a bug where admins received a permissions error when attempting to move files.
- Fixed a bug causing an error when searching text to select a task status.
- Fixed a bug where recurring task due dates defaulted to every 3 quarters, even when set to 1.
- Fixed a bug where “Balance at EOM” displayed correctly until multi-user signoff, after which the previous month’s balance showed.
- Fixed a bug where the attachment column cell was incorrectly disabled.
- Fixed a bug causing a “Something went wrong” error when clicking into a signature template.
- Fixed a bug where an invalid date appeared in the due date field of transaction files.
improved
fixed
May 8, 2025
New Report Filter - Flag Transactions Missing Attachments
You can now build custom file review reports that highlight whether or not a transaction has an attachment - perfect for catching missing documentation in your clients’ books.
Build a report like "Journal Entries Missing Attachments" to automate your QA process and to view or fix entries prior to final review.
Email Improvements
- Users can now see if an email recipient has opened their email - this can be viewed from the Emails inbox list view and detailed view.
- Added a full screen email list-only view.
- Made tags visible from the email list view.
Other Improvements
- Gave clients the ability to reassign questions to another contact from the mobile app.
- Added uploaded on dates to files uploaded by clients to questions in the mobile app.
- Added the ability to search and select tax rates in transactions by typing into a tax rate cell.
- Updated the formatting of transaction questions in the mobile app to reflect foreign currencies for clients with multi-currency enabled.
Bug Fixes
- Fixed a bug where transactions in the client portal mobile app for UK files were incorrectly showing in USD.
- Fixed a bug where text overlapped in transaction files tables in a new Chrome version.
- Improved the receipts line item table preview to make the category display clearer.
- Fixed a bug where deleted classes were still showing up on the balance sheet.
- Fixed a bug causing errors when trying to move, copy, or download a file.
- Fixed a bug where email attachments in the Keeper Inbox were becoming corrupted.
- Fixed a bug in the activity log where reassigned client portal questions incorrectly flipped newly assigned Contact and previously assigned Contact.
- Fixed a bug in saved search reports where the related account type did not display correctly.
- Fixed a bug where the transaction question file did not refresh after re-running the report.
- Fixed a bug where month-end closes did not have due dates assigned.
- Fixed a bug where recurring tasks stopped recurring as expected.
- Fixed a bug where checkboxes were not working in reports.
- Fixed a bug where task drafts did not appear when a task filter was applied.
- Fixed a bug where bulk-adding new questions with different contacts updated the question content but not the associated contacts.
improved
fixed
Client Portal
Workflow / Task Management
Receipts
Emails
May 1, 2025
Saved Views Are Here: Your Inbox, Your Way
Say hello to a smarter inbox. With
Saved Views
in Keeper Emails, you can now save your go-to filters and return to them anytime — no more resetting filters every time you need to track down client emails or emails with tasks.Highlights:
⭐ Save your own custom filter sets (e.g. “Clients Only” or “Emails I Actually Care About”)
🗂️ Quickly switch between saved views from the new dropdown
📎 Includes helpful default views like “With Attachments” and “With Tasks”
Whether you're power-filtering through a mountain of emails or just want your inbox to work harder for you, Saved Views make it faster to get to what matters.
Now live in Keeper Emails — try it out and make your inbox yours.
Other Improvements
- All client portals were upgraded to the new design! For an overview, check out this video.
- Files uploaded by your team or your clients will be posted in line with your questions and responses, giving you better context and making it clear who uploaded the file when.
- Added bulk due date updates in task templates.
- Made significant investments in Keeper Receipts to speed up posting receipts to the ledger.
- Updated client portal contact information to accept UK phone numbers
- Made improvements to KBA checks for e-signatures, including notifying your team if KBA checks fail.
Bug Fixes
- Fixed a bug where the files popover was not displaying onscreen.
- Fixed a bug in Client Communications where it showed one ready question when there were none.
- Fixed a bug where editing the split of a transaction opened line items and overwrote transaction history.
- Fixed a bug where the “Ask Client” button was always disabled in the Chrome extension.
- Fixed a bug where transactions with excluded accounts were incorrectly appearing in the Transactions Without Class report.
- Fixed a bug where the narrow width of the sidebar in the receipt viewer modal covered the receipt.
- Fixed a bug where the amount box on the Close page was too small to display full numbers.
- Fixed a bug where unread status was broken in Keeper emails.
- Fixed a bug where emails sent from a personal inbox were not appearing in the client’s Email History.
- Fixed a bug where transactions in a UK file appeared in USD in the client portal.
- Fixed a bug where Operating Expenses were not populating on the Executive Summary graph.
- Fixed a bug where users were unable to backspace or remove text in the client portal announcement editor.
- Fixed a bug that caused errors when moving files to a transaction.
- Fixed a bug where a “Stale object error” appeared even though only one user was editing.
- Fixed a bug where transaction files displayed out of order and were not fully loaded.
- Fixed a bug where clicking “Log in with email” in the mobile app showed a failed login message without sending a link.
- Fixed a bug where portal branding was not reflected correctly on the client URL.
- Fixed a bug where the message “Error getting task count and close status” appeared when opening Close.
- Fixed a bug where uploaded transaction attachments did not appear.
- Fixed a bug where attachment counts in Prepare 1099s did not populate.
- Fixed a bug where the file count in transaction questions appeared inconsistent across the table.
improved
fixed
Client Portal
File Reviews
Management Reporting
Emails
April 24, 2025
⏰ Introducing Schedule Send in Keeper Emails
You can now schedule emails to send at a later time in Keeper Emails — perfect for planning ahead, coordinating across time zones, or ensuring messages land during business hours.
Here’s what’s new:
🗓️ Choose a future date and time when composing any email
📁 View scheduled messages in a new Scheduled folder
❌ Cancel a scheduled send and return the email to drafts
🌍 Clear time zone display to avoid any surprises
It’s all about sending the right message, at the right time! Check out this new feature today.
Email Improvements
- We now import frequently used email addresses into Keeper Emails without requiring them to be manually added as contacts. These email addresses will appear as autofill suggestions when composing a new email.
- Added content filters to the Keeper Emails inbox. This allows users to filter emails by the presence of tasks and attachments.
- Introduced a filter in the Inbox that allows users to choose from predefined contact groups like clients and internal team.
- Made a few tweaks to design for enhanced polish and usability.
Other Improvements
- Transaction files & attachments are now easier to access and include more relevant context: view when the file was uploaded and by which user/contact, see client submission notes, and take action on the file without needing to drill into the transaction.
- P&L drilldown report can now be exported in Excel format in addition to csv.
Bug Fixes
- Fixed a bug where erroneous information was incorrectly added to the address section of Vendor Info.
- Fixed a bug that caused an error when moving files to a transaction.
- Fixed a bug where transaction files were displaying out of order and not loading completely.
- Fixed a bug causing the Transaction Questions tab in the Client Portal to crash.
- Fixed a bug where uploaded transaction attachments did not appear.
- Fixed a bug where the attachment count in Prepare 1099s did not populate.
- Fixed a bug where Shared Email History failed to load when more than 25 contacts were present.
- Fixed a bug where text searches under the Description filter returned no results.
- Fixed a bug where the Prepare 1099s report table rendered incorrectly.
- Fixed a bug where files in W9 requests could not be opened from the client list.
- Signers with multiple SSNs will no longer be blocked from completing a KBA e-signature verification.
✅ Multiuser Sign-Off
One of our most requested features has officially landed—and it’s a game changer!
Multiuser Sign-Off lets you assign multiple team members to review and sign off on key workflows, bringing clarity, accountability, and collaboration to a whole new level.
✨ Assign as many sign-off reviewers as you need
✨ Track everything with automatic timestamps and audit logs
✨ Revert sign-offs when something needs a second look
✨ Fully decoupled from task assignees for clear ownership separation
✨ Apply sign-offs at the template level
From close prep to final review, your team stays in sync—no more wondering who’s seen what.
Available now on all closing tasks—go try it out and let us know what you think!
Other Improvements
- Introduced a setting allowing firms to make username and password the default client portal login path instead of the magic link.
- Introduced a report setting allowing users to display blank spaces for empty values in report packages instead of dashes.
Bug Fixes
- Fixed a bug where the “new task assigned” notification email showed a blank table.
- Fixed a bug causing text in tasks to be light grey and hard to read when task lock is on for users.
- Fixed a bug preventing users from deleting vendors in Xero files.
- Fixed a bug where a standard user without client access was receiving client notifications.
- Fixed a bug where the tax return due date stayed red even after the tax project was marked as Filed.
- Fixed formatting issues in email signatures.
- Fixed a bug where contacts could submit an e-sign doc with only half of the required signatures.
- Fixed a bug where applying an Organizer draft triggered a misleading error message.
- Fixed a bug where files in default signature request templates failed to load in some cases.
- Fixed a bug where the overdue close special filter did not work on the client list.
- Fixed a bug where the non-closing bubble color was incorrect when the due date window was not set to default.
- Fixed a bug where the tax return section showed a disabled state while the setting was still loading on first load.
- Fixed a bug where sorting the Uploaded Files column did not work in ascending/descending order.
- Fixed misalignment in the Signature Requests modal between the “more options” and “download” buttons.
- Fixed a bug where the wrong currency symbols displayed in transaction questions for Canadian files.
- Fixed a bug where portal contacts had issues uploading files via the organizer.
- Fixed a bug where email templates were not linking correctly in some user reports.
- Fixed a bug where sales tax appeared in error and incorrectly showed USD instead of CAD.
- Fixed a bug in task templates where the selected number of quarters reset on page refresh.
- Fixed a bug where opening transaction splits unintentionally opened all line items.
- Fixed a bug where the trash feature returned a “failed to permanently delete files” error.
- Fixed a bug where the Intercom chat bubble did not appear on tax return pages.
- Fixed a bug where clients received a “Failed to Login” error when using the portal.
- Fixed a bug where attachment previews displayed behind the compare pop-up.
- Fixed a bug where the send button in personal inbox drafts remained greyed out.
- Fixed multiple bugs: Visual Metrics not populating and the Executive Summary appearing out of order.
- Fixed a data issue causing incorrect “Waiting on client” counts for transaction questions.
- Updated Chrome extension to allow client selection if one is not detected.
- Fixed a bug where stale object errors incorrectly indicated two users were editing the same record when only one was active.
- Fixed a bug where client uploads resulted in an error.
- Fixed a bug where the Product/Services search in Receipts did not respond to typed input.
- Fixed a bug where an incorrect error message appeared when updating deposits a second time.
- Fixed a bug that broke the QBO Tax Inconsistency Report.
- Fixed a bug where vendor file functionality did not work.
- Fixed a bug where currency showed as undefined on the first load of the Close page.
- Fixed a bug where moving a file to a vendor in Receipts did not advance to the next invoice.
- Fixed a bug preventing the February management report from publishing.
- Fixed a bug in the Uploads Inbox where removing a search and hitting ‘refresh’ did not return all results.
- Fixed a bug where open question reminders were triggered even when all transaction questions were marked as Resolved.
🗂️
Shared Folder in Keeper Emails
Say goodbye to digging through threads just to find that one email someone @tagged you on.
With the brand new
Shared Folder
in Keeper Emails, any email thread you’re tagged in now gets automatically routed to a centralized folder—making it easy to stay on top of shared convos, without needing to be CC’d.📥 Get instant visibility into threads where you're mentioned
💬 Keep the internal conversation going with comments and task creation
⚡ Real-time updates as new comments arrive in shared threads
Whether you're jumping in to help or picking up where someone left off, the new
Shared Folder
keeps your team aligned and your workflow seamless.Live now—just @tag a teammate to try it out!
Email Improvements
- Streamlined contact management: users can now associate an email sender with a client, create new contacts from unknown senders, and modify which client an email is linked to.
- Co-pilot for Keeper Emails is now in beta: Our Co-pilot feature offers AI-powered autocomplete in Keeper Emails to help users draft replies to your clients faster. Opt in via your practice and user settings.
- Increased context in your inbox: Users can now hover over a contact's name in Emails and see a contact's name, email address, associated client plus a new option to create a new contact from the email.
- Ensured email connection state updates correctly after access is revoked and users will be prompted to reconnect when necessary.
Other Improvements
- Better performance tracking for closes: we added a column to the client list which shows whether closes were completed on-time or late.
- Improved the P&L final review by giving users the ability to view transactions coded to parent accounts.
- Added tax task updates to the activity log on the task as well as in practice settings.
- Added an option to manage task tags from closing tasks.
- Included currency gains and losses in the Metrics page for GBP ledger files.
- Cleaned up navigation in the Receipts transaction review window.
Bug Fixes
- Fixed a bug where converting unconnected clients to connected QBO clients did not properly integrate with QBO.
- Fixed a bug where tax return due dates remained red even after the tax project was marked as Filed.
- Fixed a bug causing formatting issues in the signatures message.
- Fixed a bug where the overdue close special filter did not work on the client list.
- Fixed a bug where the non-closing task bubble color displayed incorrectly when the due date window was not the default.
- Fixed a bug where attachment previews appeared behind the compare popup.
- Fixed a bug where Visual Metrics were not populating and the Executive Summary was displaying out of order.
- Fixed a bug where the Product/Services search in Receipts did not filter results when entering text.
- Fixed a bug where vendor files functionality did not work.
- Fixed a bug where moving a file to a vendor in Receipts did not advance to the next invoice.
- Fixed a bug where removing a search and hitting ‘refresh’ in the Uploads Inbox did not bring back all results.
- Fixed a bug where similar historical transactions were not visible.
- Fixed a bug where the extension showed a “Failed to attach question” error message.
- Fixed a bug where Xero did not populate in the extra tab when opening a client, and editing caused errors.
- Fixed a bug where memos were not syncing properly from Keeper to QBO.
- Fixed a bug where the wrong currency symbols appeared in transaction questions for Canadian files.
- Fixed a bug where client reminder emails were not being sent.
- Fixed a bug where the attachment count did not appear until clicking on the file icon.
improved
fixed
Client Portal
File Reviews
Workflow / Task Management
April 3, 2025
Multi-currency support is here (limited release)! 💱🌍
You can now work with any currency supported in your clients’ accounting ledgers. From management reports to client questions, every detail is shown in the correct currency for clearer communication and deeper transaction reviews. Whether you’re viewing exchange rates or selecting the correct currency when adding new vendors and customers, you’ll always have the full financial context.
This will be going live for all practices soon. Want early access? Opt in here.
Email Improvements
- Thread details will now be collapsed in replies to improve readability, and you can still expand and view the full thread when needed.
- Permissions for emails can now be assigned when adding a new user to Keeper, giving admins control over access to personal inboxes, the firm inbox, and client email history upon user creation.
Other Improvements
- We introduced a more intuitive chat interface for reviewing client questions and responses within transaction review reports.
- We expanded the date range filters available in the activity log.
- The Prepare 1099s report now includes transactions from the current month.
- You can now add contacts to a client's portal directly from the close page, even if they exist for another client.
- You can now track inconsistencies in your VAT reporting through our new VAT Consistency Report.
Bug Fixes
- Fixed a bug where the Journal Report was not pulling all transactions for a client and was failing silently.
- Fixed a bug where a bill payment was missing in the Prepare 1099s report.
- Fixed a bug where the Management Report graph displayed full-year values instead of prior year YTD values.
- Fixed a bug where Keeper did not recognize HST/GST payable for a transaction.
- Fixed a bug where the custom task box populated behind the previous dropdown.
- Fixed a bug with the expense inconsistency exclusion list formatting, where the dropdown didn’t fit the modal properly.
- Fixed a bug where users were unable to connect a Xero client.
- Fixed a bug where Transaction Review tasks were showing in USD for a CAD file.
- Fixed a bug that prevented receipts from being viewed in the portal.
- Fixed a bug where a UI overlay hindered converting client uploads/files into tasks.
- Fixed a bug where the CSV export for questions from a client showed an incorrect name.
- Fixed a bug where attachments added to non-transaction questions were not visible in the Chrome extension.
- Fixed a bug where a signature request with signing order appeared in the Client Portal before the client could sign.
Lightning-Fast Client List 🚀
We dramatically improved Client List load times making it faster and more responsive —especially for firms with large client bases. Navigation is smoother, searches are quicker, and everything just feels snappier! ✨
Receipts + Vendor Improvements
- You can now view W9 and vendor requests directly within Receipts.
- Manual journal values now display correctly in Xero vendor drilldowns.
E-Signature Enhancements
- Added default templates for commonly used forms like the 8879 (Married/Unmarried).
- Users can now see which KBA method was used in completed documents.
Other Improvements
- Optimized Xero integration: fixed incorrect grouping in P&L, added Fiscal YTD support, and reduced unnecessary tab openings.
- Fixed various Client Portal issues: deep links, padding, archived client views, session handling, and file organization.
- Improved search, filters, and dropdowns in the Client List and Tax Return views.
- Made CP announcements expandable and improved SEO with updated meta tags.
- Improved question assignment, color picker behavior, and email template refresh UX.
- Cleaned up legacy code and raw SQL queries to boost stability and maintainability.
Bug Fixes
- Fixed errors in Drafts folder, transaction rules, email compare comments, and custom 1099 reports.
- Fixed account code issues in multi-currency, vendor exclusion inconsistencies, and missing timers CSV exports.
- Fixed frontend issues in metrics tab naming, file deep linking, and transaction file resolution.
Advanced Email Folder Support is Here!
Keep all of your email communication organized with advanced support for Gmail labels and Outlook folders. Quickly drag & drop, move, and label messages to find exactly what you need—so nothing gets lost in the shuffle.
Try it out today! 🎉
Email Improvements
- Added advanced support for Gmail labels and Outlook folders, allowing for better organization and message management.
- Optimized email loading performance for large folder structures.
- Ordered folders/labels alphabetically and ensured new ones update properly in the UI.
E-Signature Improvements
- Contact emails now appear as drop-down suggestions when selecting recipients.
- Users can now see which KBA method was used in completed E-Signature documents.
- Improved E-Signature UX by collapsing “Continue” by default and tightening padding.
Other Improvements
- Added the ability to add custom tasks on the Close page.
- Removed blank checklists when adding new tasks.
Bug Fixes
- Fixed an issue where adding a user to a client in Client Settings caused a server error.
- Fixed an issue where the Custom 1099 Report did not have an option to exclude individual transactions.
- Fixed an error message that appeared when navigating to files in the Client Portal.
- Fixed an issue where updating an assignee in Client Portal Quickview would remove the assignee when switching questions.
- Fixed an issue where the dropdown in the Client List (Tax Returns View) was not working.
- Fixed an issue where the Custom Property column was not filtering correctly (ascending/descending/no filter).
- Fixed an issue where custom tax return statuses were not appearing in the Client List dropdown.
- Fixed missing "Calendar Quarter" option in Profit & Loss and Balance Sheet date pickers.
- Fixed adjustments needed in QuickBooks Online item-based mapping.
- Fixed an issue where Tax-Only clients were not appearing in the Tax Suite.
- Fixed an issue where non-transaction question attachments were automatically being organized under Files > Transactions.
- Fixed an issue where users could add credit card accounts twice in the Account Reconciliation section.
- Fixed an issue where connecting to QuickBooks Online for the first time during Keeper account setup caused an error.
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