Changelog
Follow up on the latest improvements and updates.
RSS
improved
fixed
Client Portal
File Reviews
Workflow / Task Management
January 16, 2025
Payer Information in Tax1099 Export
You can now add payer information in your clients' 1099 reports for easy reference. The payer information will also automatically be included in your Tax1099 exports, reducing the time you have to spend manually updating spreadsheets and making 1099 filings even faster.
Tax Suite Improvements
- Users can now filter the client list by tax return status in the Tax Returns view.
- Organizer published and completed dates are now available in the activity log.
Other Improvements
- Tags are now available to use for month-end closing tasks and tax tasks, in addition to custom tasks.
- Users can now rename the Prepare 1099s report
- If a client contact requests a magic link or requests a password email reset link while our email provider is temporarily down, we'll send the requested links from auth@accountingclientportal.com to avoid disruptions and delays.
- Client metrics are now available to all practices on the client list, including revenue, gross profit, and net income metrics pulling from your clients' ledgers.
Bug Fixes
- Fixed a bug where users kept receiving “reconnect email” emails weekly.
- Fixed a bug where users were receiving client digest notification emails at an archived email address.
- Fixed a bug where archived tax clients appeared on the client list regardless of the practice setting.
- Fixed a bug where updates to saved views in the client list were not saving.
- Fixed a bug where labels on a list displayed the question types instead of the question titles.
- Fixed a bug where “Slide body will go here” appeared as the title slide on the mobile app.
- Fixed a bug where organizers were not showing up in the client portal app under ‘action required.’
- Fixed a bug where date sorting refreshed after saving a non-transaction question response.
- Fixed a bug causing a 400 error message when posting a transaction file question to the portal.
- Fixed a bug where questions incorrectly showed as “waiting on vendor” when they were actually “waiting on client.”
- Fixed a bug where the Client Communication filter did not pull in “client responded” when checked.
- Fixed a bug causing slow loading times when working in the Receipts/Uploads Inbox.
- Fixed a bug where an “Error loading transfer account info, please contact us” message appeared when going to the client close page (affecting both connected and unconnected clients).
- Fixed a bug where recurring questions did not go out as scheduled.
improved
fixed
Client Portal
Workflow / Task Management
January 9, 2025
Custom vendor email templates
You can now create custom vendor email templates instead of needing to rely on the standard W9 request and reminder emails.
Once you've created your custom vendor email templates, you can select which template you'd like to send with your vendor requests - allowing you to request non-standard documents or send urgent reminders as 1099 deadlines approach.
Tax Suite Improvements
- Organizers are now live in the mobile app! Clients can add responses, upload documents, and submit their completed organizers via the app - giving them another convenient way to provide the vital information you need to do your work.
Other Improvements
- P&Ls filtered by class will now display the class filter labels on the report, in the report title, and in the table of content.
- Users can now use the same non-transaction tag colors across multiple tags.
- The transaction questions table now includes a comments column for internal collaboration on client questions and responses.
Bug Fixes
- Fixed a bug where the three dots button ([…]) did not appear for long email addresses.
- Fixed an issue where navigation items spilled over on 13” monitors.
- Fixed a bug where timer filters were set to UTC instead of local time.
- Fixed a bug causing the client list to slow down, even on close views.
- Fixed a bug where tax years were off by one for non-calendar fiscal years.
- Fixed a bug where default section names in Templates were not being renamed.
- Fixed a bug where receipt suggestions overwrote desired line item descriptions.
- Fixed a bug where the Xero P&L drilldown showed vendors in inverted order with the new P&L grouping.
- Fixed a bug where typing spaces in client notes did not register.
- Fixed a bug in the Posted Transactions report where the Split column was not filtering correctly.
- Fixed a bug where P&L Grouping for Xero was not updated in the executive summary.
- Fixed a bug causing an error message when adding a new user.
- Fixed a bug where recurring non-transaction questions defaulted to an incorrect date.
- Fixed a bug where hidden task sections made visible did not stay visible.
- Fixed a bug causing an error when deleting Tax Returns with specific filter settings.
- Fixed a bug where adding a line item caused table columns to be offset.
- Fixed a bug where the Closes preview template incorrectly displayed the Tax template.
fixed
improved
new
Client Portal
Workflow / Task Management
Management Reporting
Collaboration / Commenting
Receipts
January 2, 2024
Keeper Emails In Private Alpha
We're excited to announce that Keeper Emails is now in private alpha! Keeper Emails is designed to be an intuitive, familiar email client you can use to read and respond to emails, compose new emails, and manage your inbox all without needing to leave the app.
To make sure client emails and requests don't get missed, Keeper Emails also lets you collaborate with your team by creating and linking tasks to emails, and commenting on emails to give your team extra context.
To learn more about what Keeper Emails includes at this stage, there is a quick walkthrough at the 28:00 mark in this feature update video.
If you're interested in trying out Keeper Emails for your practice, please fill out this form.
Tax Suite Improvements
- When adding a new tax client, users can now copy workflows from an existing client and apply them to the new client.
Other Improvements
- Updated report titles for P&Ls with class or location filters to describe which filters are applied.
- Users can now resize column widths for non-transaction and inbound client questions.
- Renamed non-closing tasks to Custom tasks to reflect that these task types can be used in conjunction with both monthly closes and tax projects.
- Updated client access user selections to make the "Save" button more visible.
Bug Fixes
- Fixed a bug where the tax return area in templates was not hidden for firms without tax returns enabled.
- Fixed a bug where checklist subtasks with more than two lines did not render properly.
- Fixed a bug where non-transaction questions appeared in a different order when viewed in the mobile app.
- Fixed a bug causing a rendering issue that made questions unreadable, with dates spilling over into the question.
- Fixed a bug where the Client Feedback sorting arrows were incorrectly set to alphabetical instead of last response date.
- Fixed a bug where long subjects in inbound questions were unreadable.
- Fixed a bug where classes could not be selected on transactions for a specific client.
- Fixed a bug where users received an error about required fields, even though all fields were entered.
- Fixed a bug where receipt matching did not work for Canadian clients.
- Fixed a bug where a “Something went wrong” page appeared when clicking on tasks.
- Fixed a bug where the Prepare 1099s report was missing from clients, and the task template did not apply the Prepare 1099s report.
- Fixed a bug where users were unable to log into Keeper after removing Keeper’s access to Gmail (inbox) via Google settings.
Unconnected tax-only clients
Tax suite users can now add unconnected clients with tax-only workflows. This client type is perfect for tracking your individual tax return projects or for clients where you don't interact directly with their ledgers.
Unconnected tax-only clients have access to our workflow tools, client portal, organizer feature, and tax status tracker. The tax suite is included with your Keeper subscription with a minimum of 20 connected clients (or equivalent contract amount). Reach out to sales@keeper.app or fill out this form for more info.
Other Improvements
- Upgraded the text editor for client portal announcements.
- Made design improvements to the client uploads inbox.
- Made design improvements to the client questions tables.
Bug Fixes
- Fixed a bug where deleting a close caused a loading issue with comments on the P&L.
- Fixed a bug where some client names appeared as blank when filtering timers by client.
- Fixed a bug where “No” responses in the Custom 1099 report did not filter into the “1099 Not Needed” category.
- Fixed a bug where not all pages of P&L detail were included in the portal PDF.
- Fixed a bug where receipt questions caused the responded question count to be incorrect.
- Fixed a bug where account reconciliation balances were incorrectly showing as the same for every account.
- Fixed a bug where transactions from a separate client appeared in another client’s uncategorized transaction report.
- Fixed a bug where the Transaction Question Report was disabled on load while transactions were still loading.
- Fixed a bug where a gap appeared between the header and the bar below on firm tasks.
new
improved
fixed
Client Portal
Workflow / Task Management
Receipts
December 19, 2024
Tax workflow suite
Our tax workflow suite is live! The tax suite is designed to be familiar and intuitive, while providing your team with tax-specific functionality - like integrated Trial Balances and client organizers - to make tax season smoother and more efficient.
The tax suite is included in your subscription if you have a minimum of 20 connected clients. To enable it for your practice, contact your Customer Success Manager or sales@keeper.app.
Other Improvements
- Users can now rename Client Properties after they have been created.
- Moving a file to a vendor now auto-publishes the file to QBO.
- Simplified the flow for resetting the client portal password.
- Added the year to timestamps in client questions and responses.
- We now auto-select the next question in the list after marking a question as resolved.
- We now prevent the support button from overlapping with the post transaction button.
- We added colors to non-transaction question tags in the upgraded portal.
- We made the text box in client question responses dynamically expand vertically so it's easier to read and feels more natural while typing.
- We continued to upgrade our text editor across the app.
Bug Fixes
- Fixed a bug where users were not receiving notifications for vendor uploads.
- Fixed a bug where the portal button on the tax return page was not clickable for unconnected clients.
- Fixed a bug in Canada where receipt dates were defaulting from MM/DD to DD/MM format.
- Fixed a bug where the font size was inconsistent for specific columns in the Transaction Files table.
- Fixed a bug where not all pages of P&L detail were included in the portal PDF.
- Fixed a bug where the close page picker did not reload properly after use.
- Fixed a bug where bulk updating the split after bulk updating the description caused a rendering error in the description column.
- Fixed a bug causing “Reconnect QuickBooks” messages on all files, leading to saving issues.
- Fixed a bug where issues occurred when updating vendors in the File Review reports.
- Fixed a bug where links were broken in client details.
- Fixed a bug where only one file downloaded when attempting to bulk download multiple files.
- Fixed a bug where hidden non-closing task sections did not remain hidden.
improved
fixed
Client Portal
File Reviews
Workflow / Task Management
Management Reporting
Time Tracking
Collaboration / Commenting
December 12, 2024
Bug Fixes & Performance Improvements
This week, we continued to focus on adding polish, improving usability, and fixing bugs.
Other Improvements
- Enhanced the text editing capabilities in Client Info on the close page and in the Chrome Extension.
- Tightened up formatting in the Capacity Planning reports for easier scanning and greater readability.
- Added the ability to search filters on clients, users, and properties in the All Timers report.
- Added the ability to sort ascending/descending on any columns on the All timers report.
- Added the ability to filter clients and properties on the client reporting page in Time Tracking.
- Added the ability to filter employees and properties on the employee reporting page in Time Tracking.
- Added the ability to add timers from the timers drilldown in the "Your timers" table.
- Added the ability notify your client directly when responding to a non-transaction question in the upgraded portal.
- Users can now cmd + click to open workflow links in a new tab from the close page.
Bug Fixes
- Fixed a bug where contacts were not auto-populating when emailing clients.
- Fixed a bug causing issues when pasting images into emails.
- Fixed a bug where contacts encountered a “Something went wrong” error when logging into the portal.
- Fixed a bug where sent emails did not appear in email history.
- Fixed a bug where the selected email template did not load in the email draft until closing and trying again.
- Fixed a bug causing an error when adding an email address to a vendor: “There was an error while saving the vendor.”
- Fixed a bug where January 2025 tasks were incorrectly showing as overdue on the Client List.
- Fixed a bug where users were unable to edit email templates.
- Fixed a bug where NEC vendors were downloading into the MISC template for Track 1099.
- Fixed a bug where tasks incorrectly displayed as overdue when they were not.
- Fixed a bug where comments were not working on posted transactions.
- Fixed a bug where the “Download CSV” option for the default view did not appear.
- Fixed a bug where adding two new tasks in the Client List caused the second one to lack a default status.
- Fixed a bug where the YTD P&L did not match Xero’s YTD P&L or Keeper’s Balance Sheet.
- Fixed a bug causing an error when accessing close from the task list and selecting “Message Client.”
- Fixed a bug where saved P&L settings kept reverting.
- Fixed a bug where P&L by class metrics did not match the P&L close report.
- Fixed a bug where questions were occasionally not saving when added.
- Fixed a bug preventing the re-addition of sections with the same name (Firm Task and Closing Task).
- Fixed a bug where “Add to Memo” allowed the same memo to be added multiple times because the button was not disabled in the popover.
- Fixed a bug where images within client notes disappeared.
- Fixed a bug where users were unable to connect clients to QBO.
- Fixed a bug causing a Meg Ryan error when clicking into an account reconciliation task, crashing the account load.
- Fixed a bug where a client’s question was removed when marking the question from “Resolved” to “Waiting on You.”
- Fixed a bug where the embedded link text box did not populate outside of client notes.
- Fixed a bug causing an error when trying to duplicate a default task template.
- Fixed a bug where the Country Code was blank for some QBO clients.
- Fixed a bug where the portal did not display the practice name when a user did not upload a logo.
- Fixed a bug where the client name did not appear on timers for new clients.
improved
fixed
Client Portal
Management Reporting
December 5, 2024
Bug Fixes & Performance Improvements
This week, we focused on fixing bugs in Keeper and making features more accessible and easier to use.
Other Improvements
- Users can now cmd + click on a client’s name in the client list to navigate directly to their close page.
- Reordered non-transaction questions so newest questions are automatically at the top of the list.
Bug Fixes
- Fixed a bug where the second portal reminder kept disappearing.
- Fixed a bug where Employee Cost/Mo was not calculating as expected.
- Fixed a bug where vendors were not populating in the custom 1099 report.
- Fixed a bug where the template preview when adding a client was not working.
- Fixed a bug where formatting on Xero P&Ls in management reports appeared incorrectly.
- Fixed a bug where Canadian files could not add a tax code in Receipt Transaction File review.
- Fixed a bug where scheduled recurring questions did not go out on 11/14.
- Fixed a bug causing an “Error getting practice task templates” message when selecting task templates.
Link to QBO source transaction without having to switch clients
Clicking the date on a transaction in Keeper will now take you directly to the source transaction in Quickbooks Online, automatically switching to the correct client if needed.
Other Improvements
- The text editor for Notes in Client Info got an upgrade, giving you more options for formatting and a more modern feel.
- You can now view 50 client questions by default in the client portal, making it easier to scan and reorder questions by priority.
Bug Fixes
- Fixed a bug where email blasts could not send templates with images.
- Fixed a bug where email history showed emails sent to other clients.
- Fixed a bug causing a 500 error when trying to delete a contact.
- Fixed a bug where emails to all clients appeared in every client’s email history.
- Fixed a bug where users were unable to email a client contact.
- Fixed a bug where duplicate line spacing occurred when sending email blasts.
- Fixed a bug where the Prepare 1099s report did not load for specific clients.
- Fixed a bug where the Vendor Request quick view on the Client List did not allow copying vendor files.
- Fixed a bug where toggling between Time Tracking settings and Reporting caused crashing.
- Fixed a bug where reactivated clients displayed a “You cannot send emails to archived clients” message, greying out the Send button.
- Fixed a bug where selected accounts disappeared after choosing them from the dropdown in Custom 1099.
- Fixed a bug where Export to Tax1099 generated a blank report.
- Fixed a bug causing a 500 error when selecting a user from the picker for client properties.
- Fixed a bug where the Uploaded Files count was incorrect on the Client List.
- Fixed a bug where the date range did not save in P&L by class.
- Fixed a bug where the “% of revenue” values were incorrect for custom P&L groups in Xero.
- Fixed a bug where $0 balance values displayed incorrectly on custom P&Ls in Xero.
- Fixed a bug where duplicate transaction questions appeared in Client Communication.
- Fixed a bug causing an “This journal entry is unbalanced” error message.
- Fixed a bug where users could not enter a date for Bill Payment receipts via keyboard.
- Fixed a bug where users were unable to connect Xero files.
- Fixed a bug where client information sometimes showed up blank.
- Fixed a bug where an error occurred when trying to update a vendor in the Duplicate Vendors report.
- Fixed a bug where deleted contacts appeared on the To line of email drafts.
- Fixed a bug where users were unable to create a draft email from the email templates page.
- Fixed a bug where the email blast preview did not update properly.
- Fixed a bug where the Preparer, Reviewer, and Manager dropdowns were not displaying at the proper width.
Bug Fixes & Performance Improvements
This week, we focused on fixing bugs in Keeper and making features more accessible and easier to use.
Other Improvements
- Standard users can now view properties in the all timers table.
- Updated logout button style in the client portal to avoid accidental logouts.
- Refreshed button style for reset password/log out buttons in user settings.
Bug Fixes
- Fixed a bug where a “you cannot send emails to archived clients” error appeared for active clients.
- Fixed a bug where an error message displayed “There was an error when saving the vendor” in prepare 1099s.
- Fixed a bug where an error message appeared as “There was an error while saving the vendor.”
- Fixed a bug where not all client properties rendered in templates.
- Fixed a bug where an error occurred when trying to save vendor details.
- Fixed a bug where users received an error about required fields even though all fields were entered.
- Fixed a bug where the Client Responded question count was incorrect.
- Fixed a bug where only one question was applied when applying a template.
- Fixed a bug where users had to click “Force Download” to download files.
improved
fixed
Client Portal
Workflow / Task Management
Receipts
November 14, 2024
Bug Fixes & Performance Improvements
This week, we focused on fixing bugs in Keeper and making features more accessible and easier to use.
Other Improvements
- Managers now have access to view and copy Community Templates to their firms.
- Updated the client portal Logout button design to help prevent accidental logouts.
Bug Fixes
- Fixed a bug where bullet point lists in email templates were sent as numbered lists.
- Fixed a bug where the link in W9 Request emails was not clickable.
- Fixed a bug where the vendor request email was sent without the CNAME being set up.
- Fixed a bug where contacts did not receive the reset password link.
- Fixed a bug where the client property on the Client List page did not sort alphabetically or by sort order.
- Fixed a bug where the 1099 Report loading state didn’t work on the initial load.
- Fixed a bug where not all client properties were rendering for admin users in Practice Settings.
- Fixed a bug where “action required” displayed even if the field was empty.
- Fixed a bug where receipts showed as a blank PDF, though details appeared in the Notes section.
- Fixed a bug where files did not render for users and clients after refreshing the window.
- Fixed a bug where it showed 1 transaction question when there were none.
- Fixed a bug where a client response appeared to be pending, but the transaction question did not show up.
- Fixed a bug where text in transaction questions did not render correctly when there was limited space.
- Fixed a bug where moving a file to a related client triggered a ‘Receipt capture subscription not found’ error.
- Fixed a bug where users could not access the New Client Onboarding default email template.
- Fixed a bug where recent merges prevented users from reviewing or deleting duplicate email templates.
- Fixed a bug where custom folders were missing.
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