Changelog
Follow up on the latest improvements and updates.
RSS
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.
improved
fixed
File Reviews
Workflow / Task Management
Time Tracking
Receipts
March 13, 2025
Take Control of Email Access in Keeper!
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
Firm inbox
✅ Who has access
Shared email history
with your clients✅ Who can connect
individual email accounts
while keeping sensitive info privateThis update helps you manage communication effortlessly while ensuring the right people have the right access.
Try it out today! 🎉
Email Improvements
- Added a 30-second option for Undo Send in Keeper Emails
Receipts Improvements
- Added support for products and services in bills and expenses.
- Added an option to be notified when clients submit documents via their receipts forwarding email.
Other Improvements
- Added a setting to restrict starting new closes to manager and admin users.
- Added the ability to exclude groups of accounts by account type from Transaction Review reports.
- Added the ability to move tasks between sections in templates.
- Added a step to e-signatures requiring signers to confirm their intent to sign a legally binding document.
- Made major improvements to client list performance and load times.
- Added granularity to timer exports, including the ability to expand decimals to 6 places.
Bug Fixes
- Fixed a bug where managers could not view firm tasks assigned to them while standards could.
- Fixed a bug where users received vendor uploaded file notifications but couldn’t see them in Vendor Requests.
- Fixed a bug where removing a user and then trying to re-add them in the same session didn’t work.
- Fixed a bug where e-signatures were not downloadable.
- Fixed a bug where the typing indicator was white in the mobile app, making it unclear when someone was typing.
- Fixed a bug where navigating out of and back into the mobile app froze the screen.
- Fixed a bug where updating transaction files produced a “Business Validation Error: Make sure all your transactions have a GST/HST rate before you save,” and resolved related tax code issues for invoices and sales receipts.
- Fixed a bug by adding a “more options” button to the non-transaction question file modal.
- Fixed a bug where client notes could not be opened.
- Fixed a bug that caused white-labeled portal custom domains to be down.
- Fixed a bug where an error occurred when re-activating a client.
- Fixed a bug where the “Transfers are currently disabled for transactions with multiple line items” error incorrectly appeared for single line item transactions.
- Fixed a bug where attachment portal files could not be located.
- Fixed a bug where the Signatures folder appeared in portal files even when the practice did not have Tax Suite.
- Fixed a bug where the New Onboarding Keeper template no longer appeared in Task Template options.
- Fixed a bug where the “Delete a Xero client” button was missing.
E-signature request templates
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.
Other Improvements
- Increased performance of the All contacts list for practices with many contacts.
Bug Fixes
- Fixed a bug where editing a property to be empty caused the filter to show an empty option.
- Fixed a bug where the Excel/CSV preview library was throwing a runtime error.
- Fixed a bug where an error message appeared when deleting a contact.
- Fixed a bug in the non-transaction questions files section where the ellipsis was cut off when there was enough space.
- Fixed a bug where an error message appeared when loading the Reporting tab.
- Fixed a bug where a user revoking personal inbox access did not persist.
- Fixed a bug where forwarding one receipt to two @books.cc emails resulted in both receipts landing in one client.
- Fixed a bug where reviewing an attachment triggered a “Something went wrong” error.
- Fixed a bug where users could not create a draft email from the Templates modal.
- Fixed a bug where the Keeper Sign Up logo did not load correctly on the /sign-up/ page.
- Fixed a bug causing slow load times for search transactions; table defaults now revert to 20 items per page.
improved
fixed
Client Portal
Workflow / Task Management
Receipts
February 27, 2025
Undo send in Keeper Emails
This week we made it possible to cancel sending your email from Keeper if you notice errors, missing information, or unintended recipients in your message.
You can configure the amount of time you want to be able to undo send (between 5-20 seconds) in your user settings, giving you flexibility and confidence in all outgoing messages from your firm.
Receipts Improvements
- Client note formatting is now preserved after posting or matching the receipt to a transaction.
- Clients searching for receipts in the mobile app can now search by keywords in the receipt's memo, making it easier to find what they're looking for.
Tax Suite Improvements
- Users can now mark organizers as complete on behalf of their clients.
- Tax return workflow settings (assignees, due dates, customizations) will now copy over when opening a new tax year.
Other Improvements
- Merge tags have been redesigned to improve visibility and clarity.
- Clients can now switch between firms in the mobile app without having to log out in the cases where they work with more than one firm using Keeper.
- Admins have the ability to delete saved firm-wide views in the case they are no longer relevant.
Bug Fixes
- Fixed a bug where users were not receiving password reset emails.
- Added a feature allowing users to mark organizers as complete.
- Fixed a bug that prevented the tax basis from loading on the tax page.
- Fixed a bug where the organizer “action required in other files” notification did not display in the mobile app.
- Fixed a bug where transaction questions were appearing twice.
- Fixed a bug where Mexican Xero clients were added to Keeper but did not appear on the client list.
- Fixed a bug where text did not clear when adding users, requiring manual deletion after hitting “enter.”
- Fixed a bug that caused an authentication conflict between the Client Portal and Keeper.
- Fixed a bug where Excel previews sometimes displayed $0.
- Fixed a bug where a “Transfers are currently disabled for transactions with multiple line items” error incorrectly appeared for single line item transactions.
- Fixed a bug where the deleted tag was removed when moving to another close.
- Fixed a bug where the OpEx setting in the Executive Summary report did not work for the bar graph.
- Fixed a bug where the NOI on the Executive Summary was incorrect.
- Fixed a bug where users received question emails even though there were 0 questions.
- Fixed a bug where the merge tag was not populating in the subject line of email drafts.
- Fixed a bug where standard users were unable to update tasks after adding them in firm tasks.
- Fixed a bug where users repeatedly received an “Action Required: Please reconnect your practice email and resend your reminders” email.
- Fixed a bug where the email signature PNG resized too small in email drafts to clients.
- Fixed a bug where the “Remove to inbox” option appeared in both the draft and sent folders.
- Fixed a bug where sorting the Linked Email column did not sort alphabetically by email subject.
- Fixed a bug where the Forward button was not displayed correctly.
- Fixed a bug where the Files tab in client info appeared distorted in the extension when a long word (e.g., “detail”) had no spaces.
new
improved
fixed
Client Portal
Workflow / Task Management
Collaboration / Commenting
Receipts
February 20, 2025
KBA E-signatures
The latest addition to our tax suite includes e-signatures with optional KBA verification! No more searching for an e-signature solution outside of Keeper - send your engagement letters, ACH authorizations, or other requests for free! Need an extra layer of identity verification for sensitive tax docs? We've got you covered. Add KBA verification for any recipient - check out this article to learn more.
Note: Templates for e-signatures are coming next week!
Receipts Improvements
- You can now create and post Invoices from within Keeper Receipts.
- Receipts submitted in the same email will now show up as "related" files, making it easier to understand if certain files should be merged and posted to the same transaction.
Tax Suite Improvements
- We introduced a Tax Returns tab in the client portal so your clients can view completed projects and track the status of open returns.
- Tax return projects marked as "Filed" will now be removed from the dashboard and will populate in a completed state on the Tax return tab.
- The Tax Return client list can now be exported as a csv file.
Other Improvements
- Comments are now available in the quick-view from the client list for non-transaction and inbound client questions.
Bug Fixes
- Fixed a bug where extra automated email reminders were sent to clients.
- Fixed a bug where an error occurred when emailing clients from the Firm Inbox.
- Fixed a bug where sent texts could not be viewed due to a blank pop-up.
- Fixed a bug allowing users to edit the name of a published organizer.
- Fixed a bug where the portal’s ‘unanswered question count’ for tax did not display for unfinished organizers.
- Fixed a bug where filtering for billable = false did not work.
- Fixed a bug where the Prepare 1099s search tool did not search for legal names.
- Fixed a UX issue where comments sometimes appeared off screen.
- Fixed a bug where an empty message box was displayed after all organizers were submitted and questions were answered.
- Fixed a bug where an error occurred when adding questions to identical transactions from the bank feed.
- Fixed a bug where an “Error updating draft” message consistently popped up while composing an email.
- Fixed a bug where expanding task assignees pushed the user to the top of the page when the picker expanded.
- Fixed a bug where the archived client banner in the client portal had excessive white padding.
- Fixed a bug where contacts had trouble taking pictures on the mobile app and uploading images successfully.
- Fixed a bug where contacts for archived clients could not access Financial Reports.
- Fixed a bug where the portal preview kept loading indefinitely.
- Fixed a bug where downloading multiple completed PDFs with multiple signature recipients only downloaded the first document.
- Fixed a bug where the message formatting was incorrect.
- Fixed a bug that prevented archived clients from being allowed to create new requests.
- Fixed a bug where the “Download all” function in the client portal downloaded signature files without including the file type.
- Fixed a bug where, for a request awaiting response, the icon on the download button appeared active even though it was not.
improved
fixed
Client Portal
Workflow / Task Management
Receipts
February 13, 2025
Batch upload receipts in the mobile app
Your clients' experience in the mobile app just got even better! They can now batch upload receipts in the same submission, merge multi-page documents in one, and more intuitively upload documents from their devices - all while easily adding the context you need for accurate processing.
Note: this feature is pending approval in the app stores and should go live in the coming hours.
Other Improvements
- We continued our upgrades of text editors across the app, bringing enhanced functionality to Receipt notes, Executive Summary notes, and in our email composers.
- When adding new clients, the list of workflow templates available is now alphabetized for easier scanning and application.
Bug Fixes
- Fixed a bug that caused flickering and performance degradation on the close page.
- Fixed a bug where the compose function remained disabled if the inbox page was not loaded.
- Fixed a bug in email editor that prevented line breaks from being added between the template and signature.
- Fixed a bug that caused client details to flicker during close page load.
- Fixed a bug where merge tags were rendered incorrectly in Safari.
- Fixed a bug where users received client notification emails at an outdated email address.
- Fixed a bug where automated reminders did not send on the correct day.
- Fixed a bug by removing the support button from the client portal.
- Fixed a bug where adding a new tax preparer to a tax-only client did not assign them to tasks in templates.
- Fixed a bug where standard and manager permissions did not default to granting access to all clients.
- Fixed a bug that prevented vendor addresses from being saved due to a greyed-out save button.
- Fixed a bug where text history did not display links.
- Fixed a bug by capitalizing Yes/No labels in organizers.
- Fixed a bug that triggered a “Something went wrong” error when filtering monthly closes in ascending/descending order.
- Fixed a bug where only one of four P&L by class reports correctly displayed the filtered class in the header.
- Fixed a bug that caused users to be redirected back to the client list when trying to access a Xero client.
- Fixed a bug where Message Client crashed in Safari.
- Fixed a bug where viewing files in preview mode caused an error.
- Fixed a bug where contacts in the Chrome extension were sorted in random order.
- Fixed a bug that caused an error when duplicating a tax template.
- Fixed a bug where monthly and quarterly recurring tasks displayed incorrect dates.
- Fixed a bug that prevented the creation of a January 2025 close.
- Fixed a bug ensuring that the {client_name} merge tag correctly pulls in all client names in email drafts.
- Fixed a bug by hiding the ‘Notify client’ checkbox in the ask question modal in the client portal.
- Fixed a bug where resizing images before sending did not work in emails for Gmail.
new
improved
fixed
February 7, 2025
Introducing Keeper Emails!
Keeper Emails is live — designed to bring your client communications together and provide deep context where you're doing your work. Now you can send, receive, and even transform emails into actionable tasks right from the Keeper app. This ensures nothing slips through the cracks and client communications are no longer siloed across your team's personal inboxes.
To turn on Keeper Emails for your team, navigate to the new 'Inbox' tab and follow the prompts to set it up. For more information, check out the video below and this help article.
Other Improvements
- Users can now edit line items when matching transactions in Receipts.
- When switching between clients while working on a tax return, users will now navigate directly to the new client's tax return page without having to toggle from the monthly close page.
Bug Fixes
- Fixed a bug where questions from clients triggered an “error notifying client” message even though the answer was updated.
- Fixed a bug where users with 2FA enabled did not have it triggered.
- Fixed a bug where monthly automated reminders set to the 1st business day defaulted to the 1st Saturday of the month.
- Fixed a bug where email replies resent external attachments.
- Fixed a bug where an error message appeared when setting up a user account.
- Fixed a bug in Prepare 1099s where a stale object error occurred when a user was editing concurrently.
- Fixed a bug where client property filters were not sorted.
- Fixed a bug where metrics visuals crashed management reporting and metrics pages.
- Fixed a bug where the Balance Sheet in Metrics was off by one month.
- Fixed a bug where deleted tags were showing on all transaction questions.
- Fixed a bug where the stitched YTD P&L column was incorrect in Xero.
- Fixed a bug where the file attachment button did not match the brand button color in the portal.
- Fixed a bug where questions on receipts were broken.
- Fixed a bug where users were unable to embed links in Client Info.
- Fixed a bug where archived vendors were showing up in the duplicate vendor report in Xero.
- Fixed a bug where completed custom tasks were not ordered in reverse chronological order.
- Fixed a bug where there was no option to hide closing task sections.
- Fixed a bug where users were unable to bulk assign tasks in the Monthly Close section of Templates.
- Fixed a bug where inline attachments greater than 5MB were converted to external attachments.
- Fixed a bug where numbered lists were not displaying correctly in HTML Editors.
- Fixed a bug where users were unable to change image sizes after the initial save in Client Info and Client Notes.
Hide Closing Sections
You can now hide unused closing sections in a client's monthly close page. This allows for a more focused workspace and removes distractions for an even more streamlined month-end close.
Other Improvements
- You can now mark organizer slides as required. This removes the client's option to mark a slide as "not applicable" and prevents them from submitting their organizer with an incomplete slide.
- We continued making significant upgrades to text editors throughout the app, including in Client notes & details and email composers.
Bug Fixes
- Fixed a bug where updating the due date on the task list did not render until the page was refreshed.
- Fixed a bug where transactions displayed duplicated accounts when filtering.
- Fixed a bug where January close tasks were showing December due dates on the client list.
- Fixed a bug where long file names broke table rendering.
- Fixed a bug causing email connection issues.
- Fixed a bug where subtasks did not stay marked as completed when navigating from firm tasks.
- Fixed a bug where editing a client note caused unexpected line break changes.
- Fixed a bug where the first save in the email editor did not properly save image sizes.
- Fixed a bug where spacing in email templates was incorrect.
- Fixed a bug where updating an existing view on the Client List behaved inconsistently.
- Fixed a bug where bolded text at the start of a bulleted paragraph in the email editor moved to the end of the paragraph.
- Fixed a bug where indentation did not work in the email editor.
- Fixed a bug where some hyperlinks did not stay linked in email templates.
- Fixed a bug where the emoji dropdown only displayed the thumbs-up emoji.
- Fixed a bug where users were unable to mark comments as unread in the notification inbox.
improved
fixed
Client Portal
Workflow / Task Management
Management Reporting
January 23, 2025
Xero P&L Grouping in Metrics
Custom P&L layouts for Xero clients are now reflected in Metrics! Create KPIs based on your custom P&L account groupings in Keeper and publish consistently insightful management reports directly to your clients' portals.
Other Improvements
- Refreshed and streamlined navigation in the client portal mobile app.
Bug Fixes
- Fixed a bug in the email draft editor where the email kept resetting.
- Fixed a bug where email text was rendered off-screen.
- Fixed a bug causing an error when connecting an email alias.
- Fixed a bug where excluded accounts were still included in Prepare 1099s for Xero clients.
- Fixed a bug where tax templates were not saving when toggling to the next template.
- Fixed a bug displaying ‘Error loading bill payments’ when opening Prepare 1099s.
- Fixed a bug where notification emails for comments on tax were blank.
- Fixed a bug where Non-Transaction Question Tags did not display or populate in the quick view from /client-list.
- Fixed a bug where numbered lists in client details added extra spaces between lines when saved.
- Fixed a bug where users were unable to complete the login process in the Chrome extension.
- Fixed a bug where client portal messages disappeared after posting a receipt.
- Fixed a bug where the billable option did not appear on check-type transactions.
- Fixed a bug where posting a Bill Payment as a check hid the reference number in QBO.
- Fixed a bug where locations appeared multiple times in the same cell.
- Fixed a bug where error messages were hidden underneath the Set Class modal.
- Fixed a bug where long inbound question subjects were unreadable.
- Fixed a bug where the client logo never rendered on the Reporting tab for any clients.
- Fixed a bug where the closing task due date saved incorrectly (e.g., Jan 10th saved as Feb 10th).
- Fixed a bug where metrics on the reporting page did not match visuals on the metrics page.
- Fixed a bug in the email compose editor where pressing “Enter” did not create a new bullet or number.
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