Changelog
Follow up on the latest improvements and updates.
RSS
new
improved
fixed
Client Portal
Management Reporting
Time Tracking
Collaboration / Commenting
August 7, 2025
📊
Interactive Financials, Now in the Client Portal
Your clients can now view and interact with their P&L, Balance Sheet, and Metrics directly in the portal! The reports are based on the same powerful views you use in your close Final Review, now packaged for client self-service:
🔍 Drill down by vendor: Clients can click into an account (like Subscriptions) and instantly see spend by vendor — no Excel exports or manual pivots required.
📊 Hoverable Metrics: Key financial KPIs are now visual and interactive, helping clients better understand trends in their business.
📥 Download to Excel: Clients can export their P&L and Balance Sheet (including vendor-level totals) for offline analysis.
✅ Published after books are closed: You control when reports go live — only finalized numbers are visible.
This update helps clients engage more deeply with their financials, while reducing the number of follow-up questions you have to field.
AI Bank Feeds Improvements
- Added commenting functionality to AI bank feeds; updated comment digest email to include bank feeds comments.
- Made improvements to filters, transaction search, and category editing.
- For contacts with delegated bank feed credential access, they will now be notified when bank feed connections expire and need to be refreshed.
Bug Fixes
- Resolved an error when loading vendor data in the Prepare 1099s report.
- Fixed an issue where deleted user names were not reflected in Time Tracking reports.
- Fixed an issue where the Client Name merge tag was not working in subject lines.
- Resolved a bug where a document marked as signed still showed “Waiting on signatures”.
- Corrected issue where resolved email comments did not filter out of the Open tab.
- Fixed a bug where deleted users still appeared in the Assignee filter on the task list.
- Fixed broken filtering by client name in saved views on the task list.
- Fixed broken UI: task list assignee filter did not support deleted users.
- Resolved broken PDF downloads when users or contacts were deleted.
- Corrected visual bug in Bank Feeds where expanding sections caused an error.
- Fixed task list bug: “Saved View > Client Name filter” returned 0 results.
- Corrected UI issue where multiple accounts couldn’t be set up concurrently.
- Fixed error when syncing with QuickBooks: “Transaction extraction in progress” blocked access.
- Fixed issue where attachments on transaction questions did not appear in Client Communication.
- Fixed error where some metrics visuals showed all caps variable names.
- Fixed blank metrics visuals and missing YTD data in Calendar/Fiscal views.
- Corrected behavior: emails in HTML format showed incorrectly in Keeper UI.
- Resolved issue where downloading financial reports for May ‘25 was unavailable.
- Fixed rule logic not overriding auto-classification results.
- Corrected download failures for zipped client files.
- Restored enter key functionality when selecting teammates in comments.
- Fixed error: posting receipt PDFs showed “unsupported file type” in QBO.
new
fixed
Client Portal
File Reviews
Workflow / Task Management
Emails
July 31, 2025
🚀 AI Bank Feeds Beta - Now Open to All Firms!
Our new AI-powered Bank Feeds feature is seamlessly integrated into your existing Keeper workflow and can help automate up to 70% of your basic transaction coding. Here's how it works:
- Potential Matches- Automatically suggests ledger matches (bills, purchases, journal entries) just like you’re used to - so you can breeze through your pending transactions.
- Rules- Customizable rules group transactions by vendor and category, letting you bulk-post multiple entries with one click.
- Auto Classifications- When past transactions have been coded identically, Keeper’s AI confidently auto-categorizes them - just review and post!
- Needs Review- For uncertain entries and new vendors, AI offers smart suggestions (and “Ask Client” prompts), complete with reasoning and links to validate vendor info.
👉 To get started, fill out our beta signup form here. Access will be rolled out over the coming week!
Bug Fixes
- Investigated an issue where an email blast only sent to a portion of selected contacts.
- Investigated a bug where magic links showed “Account not associated with a contact” for all recipients.
- Investigated missing “Email History” tab for a user across all clients.
- Fixed a bug where the Keeper Receipts billing banner showed even when Receipts were enabled.
- Fixed a bug preventing practice upgrades to Premium.
- Fixed a bug where recurring questions failed to send for some contacts on July 24.
- Fixed a bug causing forwarded receipt emails to not appear in the uploads inbox.
- Fixed a bug keeping users from selecting an Organizer slide.
- Fixed a bug where client responses and uploads to transaction questions appeared blank on the firm side.
- Fixed a bug causing an error when adding client access via Manage Users.
- Fixed a bug keeping updates to projects in Keeper from syncing to transactions in QBO.
- Fixed a bug where the billable checkbox did not appear for some users.
- Fixed a bug where the Executive Summary bar chart displayed no data.
- Fixed a bug where a task section listed as 0/2 showed as 0/0 on the Client List.
- Fixed a bug causing the “Refresh QuickBooks Data” button to disappear from the Reporting tab.
Bug Fixes & Performance Improvements
This week, we focused on fixing bugs and making features more accessible and easier to use.
Other Improvements
- You can now apply organizer and e-signature templates while adding new clients to Keeper.
- Keeper Receipts now includes open invoice balances by default when creating bill payments.
Bug Fixes
- Fixed a bug where users were unable to see draft emails.
- Fixed a bug where Microsoft inboxes could not be connected.
- Fixed a bug where users were logged out while trying to re-authorize their Gmail personal inbox.
- Fixed a bug where custom metrics/KPIs were resetting every time a new close was opened.
- Fixed a bug where draft filter options were incorrectly shown in the Inbox Gmail filter.
- Fixed a bug where re-authorizing an Outlook email did not load the inbox.
- Fixed a bug where users were unable to choose from a list of sender emails under “Message Client.”
- Fixed a bug where emails with inbox labels did not appear in their respective - Fixed a bug where Metrics visuals appeared blank for both users and test accounts.
- Fixed a bug where Calendar YTD and Fiscal YTD in Metrics excluded January 2025.
- Fixed a bug where descriptions from one receipt were incorrectly copied to the next.
- Fixed a bug where metric variables appeared in all capital letters.
- Fixed a bug where only “Cost of Goods Sold” showed in Metrics visual variables.
- Fixed a bug where receipt forwarding was not sending to Keeper.
- Fixed a bug where metric values in Xero files did not display after adjusting.
- Fixed a bug where clicking “client questions” in Close triggered a “Something went wrong” error.
- Fixed a bug where the Account column in footnotes popups showed incorrect data.
- Fixed a bug causing an “Error fetching bill payments” message in the Prepare 1099s report.
- Fixed a bug where unconnected clients could not be added.
- Fixed a bug where A/P & A/R Summary task drilldowns in Final Review were inconsistently accessible.
- Fixed issues in the Expense Inconsistency Report.
- Fixed a bug where weekly automated reminder emails were not being sent.
- Fixed a bug where users were kicked out while accessing Branding settings in debug mode.
- Fixed a bug where the May 2025 financial report was missing.
- Fixed a bug where the “Add Client” window did not allow P/R/M assignment to standard users.
- Fixed a bug where requested client file downloads were not emailed to the user.
📂 Downloadable Organizer Packages
We’ve made it easier to get your completed organizers out of Keeper and into your firm’s workflow.
✨ Here’s what’s new:
- 📄 Download a PDF version of the completed organizer including your clients' responses and references to uploaded files.
- 📎 Bundle organizer responses + uploaded client files into a ZIP file for easy viewing, sharing, and storage.
All the information and attachments you need to prepare and file your client’s tax return can now be packaged and downloaded in a single, streamlined step. 💼
For more information, check out our help article on how to use this new feature!
Other Improvements
- Added filtering by contact and tag to non-transaction questions.
- Improved the search experience in "My Receipts" to allow you to search by file name, year, and month.
Bug Fixes
- Fixed a bug where email history was not working for all clients.
- Fixed a bug where scheduled emails remained unsent.
- Fixed a bug where email attachments disappeared after the email was sent.
- Fixed a QuickBooks Online connection error displaying “uh oh there’s a connection problem.”
- Fixed a bug causing users to be stuck in a “Reconnect QuickBooks” loop with ledgers not loading.
- Fixed a bug where users received a “Transaction extraction in progress” error indefinitely when opening a client.
- Fixed a bug where an error occurred when creating a new portal contact.
- Fixed a bug preventing resizing and text wrapping in the Submission Note column.
- Improved typing and rendering performance in the Receipts module.
- Fixed a bug where Super Admins received an error when adding a new client portal contact.
- Resolved an issue where the portal was inaccessible from the Management Reports page.
- Fixed a bug where the close status on the client list was not refreshing.
- Fixed a bug where adding a client to Manager access triggered an error.
- Fixed a bug where Fiscal YTD appeared correctly on the Table of Contents but not on the individual report.
- Fixed a bug with closing task statuses not updating correctly.
- Fixed a bug where Keeper failed to match transactions outside of the 2-week matching period.
- Fixed a bug where standard users could add checklists even when “lock standard user” was enabled.
- Fixed a bug where “[new vendor]” did not update correctly in the UI.
- Fixed a bug where drafts with large image attachments detached from the email thread.
improved
fixed
File Reviews
Management Reporting
Emails
July 10, 2025
📝 Custom text page in Management Reports
Need more space to communicate with clients in your reports? Now you can add a fully customizable text page - perfect for longer legal disclaimers, descriptions of services, or any other context your clients need.
✨ What’s new:
- 📄 Add a dedicated Custom Text Page to your reporting package
- ✍️ Write and format your content using our rich text editor
- 🧩 Use smart merge tags to auto-fill key details like close period, current/prior year, client or firm name
- 🔧 Rename and reorder the page within your financial package
Email Improvements
- You can now mark drafts as “Email Client Templates” in Keeper, automatically filtering them out of your Drafts folder to reduce clutter and keep your workspace organized.
Other Improvements
- Updated the sort order of files uploaded to transactions for more efficient review.
Bug Fixes
- Fixed a bug where links in emails did not open in a new tab.
- Fixed a bug where users had to double-click to open emails in Keeper Emails.
- Fixed a bug where the inbox tab showed a notification bubble despite no practice or personal email being connected.
- Fixed a bug where opening the Prepare 1099s report caused an error.
- Fixed a bug where Uncategorized Assets were empty or loaded slowly.
- Fixed a bug where client portal posts were not marked as answered after a contact responded.
- Fixed a bug where transaction extraction in QBO was stuck for extended periods.
- Fixed a bug where uploading folders with substructures did not preserve the folder hierarchy.
- Fixed a bug causing an error when adding a user with Manager access.
- Fixed a bug where deleted users continued to receive comment notification emails.
- Fixed a bug where inconsistent bills with blank descriptions weren’t flagged in the Expense Inconsistency report.
- Fixed a bug causing errors when deleting clients.
- Fixed a bug where the “Has submission note” filter in Transaction Files did not include mobile app submission notes.
- Fixed a bug where reauthentication email notifications were sent for IMAP-connected practice emails, and reconnecting failed.
- Fixed a bug where file attachments in non-transaction question threads attached to the initial message instead of the latest reply.
- Fixed a bug where signature requests did not appear under “Action Required” in the client portal.
- Fixed a bug where transaction reports did not operate independently of each other.
- Fixed a bug where two signature request recipients were created simultaneously with identical data.
- Fixed a bug in P&L reports for Xero clients that potentially copied over blank values.
- Fixed a bug where editing tasks in split screen caused unintended changes to the task text.
new
July 3, 2025
Conditional Logic in Organizers
Increase your clients' focus and add polish to your client requests with conditional logic in organizers! Our latest round of organizer upgrades brings you:
- The ability to hide or reveal information requests based on client responses and situations
- An enhanced preview experience so you can test out your logic before publishing to the portal
- Logic in organizer templates so you can set it up once and bulk apply across clients
- All of these great updates on both the web and the mobile app so your clients can get back to you on the go!
AI Bank Feeds Private Beta
Keeper's AI Bank Feeds are now in a private beta! You can request to join it here.
Email Improvements
- Improved reliability of folder/label handling for complex structures
- Improved “Revoke Access” experience in Practice Email Settings.
- Updated security emails to include local time and added a new state field on new IP logins.
Other Improvements
- Added a new setting to batch vs. individually send email notifications for new multi-user sign-off requests.
Bug Fixes
- Fixed inconsistent loading behavior on portal access.
- Resolved issues where users weren’t seeing all of their reminders.
- Fixed display issues with long client names cutting off dates in question threads.
- Fixed P&L drill-down not displaying employee vendors in certain scenarios.
- Fixed multi-currency amounts not reflecting accurately in AP/AR aging.
- Fixed a QBO-specific error causing P&L load failures.
- Fixed error when publishing multiple reports simultaneously.
- Fixed logic for % of income column to handle negative values correctly.
- Fixed issue where intercompany files were showing on the wrong basis.
- Fixed bug where newly added vendors didn’t appear in the Vendors Report.
- Prevented duplicate custom tasks from showing up.
- Resolved reporting inconsistencies for A/P and A/R in cash basis clients.
- Fixed “Error creating draft” bug when sending emails from Practice Inbox.
- Fixed a 429 rate limit bug that caused folders to stop loading.
- Fixed bug where invoice logic didn’t trigger due to missing invoices in the file.
- Fixed dropdown not populating when selecting new Close due dates.
- Fixed vendor not populating in Prepare 1099s.
- Fixed error when adding clients to Manager Access.
- Fixed broken @mention functionality in comments in certain scenarios.
- Fixed client portal rendering errors in full-screen file views.
- Fixed email notifications sent to users that no longer worked on that client.
Client Portal Improvements
- Fixed errors when logging into the Client Portal.
- Fixed an issue where users received file upload notifications, but no file appeared.
- Fixed a bug preventing clients from logging into the portal via magic links.
- Resolved an error when sending e-signature requests from Portal Settings.
Other Improvements
- Added a setting to enable batched email notifications for multiuser signoff requests.
- Updated the practice email reconnect instructions for clarity.
Bug Fixes
- Fixed a bug where the Balance Sheet totals did not match QBO.
- Fixed a bug where Net Income appeared in the wrong location on Balance Sheets.
- Fixed a bug where an extra line was displaying in Profit & Loss reports.
- Fixed a bug where deleted client properties still showed on the Close page.
- Fixed a bug where there were retained earnings discrepancies between Keeper and QBO.
- Fixed an issue where “last” in recurrence templates caused duplicate dates.
- Fixed a bug where applying templates with over 25 contacts triggered an error.
- Fixed a bug where email template text highlights could not be removed.
- Fixed a bug where clicking into Email History returned an error.
- Fixed styling of the “Contents” title in management reports.
- Fixed a bug where deleted users were still seeing clients they no longer had access to.
- Fixed an error when attempting to delete attachments for a contact.
- Fixed display issues with text bleeding in the files modal.
- Fixed inconsistencies when selecting “Calendar YTD” on metrics visuals.
- Resolved issues with property editing not persisting correctly.
- Fixed errors when re-authenticating practice email connections.
- Fixed a bug where password reset emails weren’t delivered to contacts.
- Fixed an issue where closing status dropdowns didn’t show results.
Bug Fixes & Performance Improvements
This week, we focused on improving performance across Keeper and resolving some high-impact bugs.
Sign-Off Improvements
- Added a filter to the Task List to show sign-offs assigned to you.
- Email reminders for sign-offs can now be turned off on a per-user basis.
- Preset tag updates now apply correctly to sign-off tasks.
- Activity logs are now recorded for both closing and custom tasks that include sign-offs.
Other Improvements
- Updated the logic for delayed send emails to ensure descriptions appear correctly in Email History.
- Resolved issues related to broken or expired magic links in the client portal.
- Disambiguated report titles in the management report Table of Contents.
- Resolved issues with Net Income and Net Profit Margin appearing incorrectly in certain P&L and Balance Sheet reports.
Bug Fixes
- Fixed a bug where the “Ask Client” popup rendered partially off-screen.
- Fixed an error when removing a profile photo in User Settings.
- Fixed visual alignment issues in email and file views.
- Fixed an issue where Xero’s Account Reconciliation section wasn’t loading.
- Fixed file upload errors on client questions.
- Fixed an issue where tax-only clients didn’t appear in the All Clients branch.
- Fixed errors triggered when users attempted to update contacts or assign tasks to them.
- Fixed a bug where custom tasks did not recur as expected.
- Fixed visual errors in the Equity section when clients attempted reordering.
- Fixed issue where client properties failed to load during email blasts.
Bug Fixes & Performance Improvements
This week, we focused on fixing bugs in Keeper and making features more accessible and easier to use.
Emails Improvements
- Users can now preview email attachments in-app without having to download the files.
- The option to connect multiple personal and practice emails is now live for all firms.
- Updated the experience of linking tasks to emails to make it more clear and user-friendly.
- Clicking on an inbox name in addition to the dropdown icon will now expand the inbox folder list.
Other Improvements
- The Receipts search bar will now return results including the client submission note, including email content.
- The preparer in a sign-off task will now receive an email notification when a sign-off is in their queue, even if they initiated the sign-off.
- Users can now multi-select workstreams, employees, and clients when filtering in Capacity Planning reports.
Bug Fixes
- Fixed a bug where the “Ask Client” popup was partially rendering offscreen.
- Fixed a bug where links in lists were lost when saving email templates.
- Fixed a bug where the enter key did not function properly for teammate selection in comments.
- Fixed a bug where posting receipt PDFs to QBO showed an “unsupported file type” error.
- Fixed login issues affecting multiple users.
- Fixed a bug where the “Mark Reviewed” button for Journal Entries appeared greyed out.
- Fixed a bug where users with disabled comment email notifications continued to receive them.
- Fixed a bug where Xero sync errors returned a “Xero error message: unauthorized.”
- Fixed an issue where users were prompted to log in from the task digest email despite already being logged in.
- Fixed a bug where clicking the “reauthenticate” button on the banner returned an error message.
- Fixed a bug where revoking personal email access caused the inbox tab and practice settings to remain greyed out.
- Fixed a bug where the email notification hyperlink for unconnected clients’ close status changes was broken.
- Fixed a bug where the Balance Sheet was not loading.
- Fixed a bug affecting filtering on the Capacity Planning page.
- Fixed a bug where the Key Accounts page appeared blank but still rendered in printed reports.
- Fixed a bug where links to comments did not navigate to the related comment.
- Fixed a bug where comments were not properly reflected in the Open/Unread filters.
- Fixed a bug where due date filtering did not work in the Task List view when moving or copying files.
- Fixed a bug that caused an error when bulk assigning tasks.
- Fixed an issue preventing a user from logging in through SSO.
improved
fixed
Client Portal
Workflow / Task Management
Management Reporting
Receipts
Emails
June 5, 2025
Automatically sync transaction files to QBO & Xero
Tired of manually syncing transaction files to the ledger after your client sends in a pile of receipts?
Now Keeper will automatically sync files directly to QBO or Xero immediately upon upload to the transaction - by your team or by your client.
Watch the video below to see this new automation in action and to learn how to enable this for your practice. Try it out today and knock even more time off your month-end close!
Emails Improvements
- Added support for embedding links in email signatures.
- Admins and super admins can now revoke access to primary practice emails.
- Improved the drag & drop experience in Emails by making the interaction easier to trigger and visually clearer.
Other Improvements
- You can now choose what "Enter" will do when messaging & responding to clients: choose between hitting Enter to send or Enter to add a line break.
- Stacked bar charts are now supported in Metrics.
- Added a "compare to prior time period" option for charts in Metrics.
- Added support to search by the client's submission note in the client uploads inbox / Keeper Receipts.
- Added a "Select all" option to column filters throughout the app.
- Users can now filter due dates for start and end times on the task list.
- Added authenticator app option when setting up 2FA.
Bug Fixes
- Fixed a bug that caused an error when accessing Client Portal settings.
- Fixed a bug where duplicating a “Make transaction” file caused an error.
- Fixed a bug where a single transaction displayed as a duplicate in Keeper.
- Fixed inconsistencies in recurring task dates for tasks set to a quarterly frequency.
- Fixed a bug where Journal Entries (JEs) were missing from the Type dropdown in custom file review reports if there were no JEs in the QBO file.
- Fixed a bug where task templates sometimes assigned tasks to the incorrect section.
- Fixed a bug that triggered a “receipt failed to post” error when posting journal entries.
- Fixed a bug where a May 2025 transaction was incorrectly linked to a question from December 2024.
- Fixed a bug where some scanned receipts were not appearing in the Transaction Files section.
- Fixed a bug where users were unable to @ tag other users in comments.
- Fixed a bug where list item styles were not preserved when forwarding emails.
- Fixed a bug to properly render new lines in receipt upload descriptions on the Client Portal and Close page.
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