Changelog
Follow up on the latest improvements and updates.
RSS
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.
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.
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