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.

Say hello to a smarter inbox. With 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.

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.

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.

🗂️

Say goodbye to digging through threads just to find that one email someone @tagged you on.

With the brand new 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 keeps your team aligned and your workflow seamless.

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.

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! ✨

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! 🎉

We’re thrilled to introduce a powerful update to Keeper Emails—giving you full control over email access across your team. Now, you can choose:

✅ Who can view and interact with the

✅ Who has access with your clients

✅ Who can connect while keeping sensitive info private

This update helps you manage communication effortlessly while ensuring the right people have the right access.

Try it out today! 🎉

You can now create e-signature request templates and apply them to your clients for routine forms like e-file authorizations or engagement letters! Save draft requests as templates, browse existing templates from a client's page, or even bulk apply templates to multiple clients - saving you time and ensuring each form is consistently filled out.