One of our most requested features has officially landed—and it’s a game changer!

Multiuser Sign-Off lets you assign multiple team members to review and sign off on key workflows, bringing clarity, accountability, and collaboration to a whole new level.

✨ Assign as many sign-off reviewers as you need

✨ Track everything with automatic timestamps and audit logs

✨ Revert sign-offs when something needs a second look

✨ Fully decoupled from task assignees for clear ownership separation

✨ Apply sign-offs at the template level

From close prep to final review, your team stays in sync—no more wondering who’s seen what.

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

With the brand new in Keeper Emails, any email thread you’re tagged in now gets automatically routed to a centralized folder—making it easy to stay on top of shared convos, without needing to be CC’d.

📥 Get instant visibility into threads where you're mentioned

💬 Keep the internal conversation going with comments and task creation

⚡ Real-time updates as new comments arrive in shared threads

Whether you're jumping in to help or picking up where someone left off, the new keeps your team aligned and your workflow seamless.

You can now work with any currency supported in your clients’ accounting ledgers. From management reports to client questions, every detail is shown in the correct currency for clearer communication and deeper transaction reviews. Whether you’re viewing exchange rates or selecting the correct currency when adding new vendors and customers, you’ll always have the full financial context.

This will be going live for all practices soon. Want early access? Opt in here.

We dramatically improved Client List load times making it faster and more responsive —especially for firms with large client bases. Navigation is smoother, searches are quicker, and everything just feels snappier! ✨

Keep all of your email communication organized with advanced support for Gmail labels and Outlook folders. Quickly drag & drop, move, and label messages to find exactly what you need—so nothing gets lost in the shuffle.

Try it out today! 🎉

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

✅ Who can view and interact with the

✅ Who has access with your clients

✅ Who can connect while keeping sensitive info private

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

Try it out today! 🎉

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

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.

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.

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.