🗂️
Shared Folder in Keeper Emails
Say goodbye to digging through threads just to find that one email someone @tagged you on.
With the brand new
Shared Folder
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
Shared Folder
keeps your team aligned and your workflow seamless.Live now—just @tag a teammate to try it out!
Email Improvements
- Streamlined contact management: users can now associate an email sender with a client, create new contacts from unknown senders, and modify which client an email is linked to.
- Co-pilot for Keeper Emails is now in beta: Our Co-pilot feature offers AI-powered autocomplete in Keeper Emails to help users draft replies to your clients faster. Opt in via your practice and user settings.
- Increased context in your inbox: Users can now hover over a contact's name in Emails and see a contact's name, email address, associated client plus a new option to create a new contact from the email.
- Ensured email connection state updates correctly after access is revoked and users will be prompted to reconnect when necessary.
Other Improvements
- Better performance tracking for closes: we added a column to the client list which shows whether closes were completed on-time or late.
- Improved the P&L final review by giving users the ability to view transactions coded to parent accounts.
- Added tax task updates to the activity log on the task as well as in practice settings.
- Added an option to manage task tags from closing tasks.
- Included currency gains and losses in the Metrics page for GBP ledger files.
- Cleaned up navigation in the Receipts transaction review window.
Bug Fixes
- Fixed a bug where converting unconnected clients to connected QBO clients did not properly integrate with QBO.
- Fixed a bug where tax return due dates remained red even after the tax project was marked as Filed.
- Fixed a bug causing formatting issues in the signatures message.
- Fixed a bug where the overdue close special filter did not work on the client list.
- Fixed a bug where the non-closing task bubble color displayed incorrectly when the due date window was not the default.
- Fixed a bug where attachment previews appeared behind the compare popup.
- Fixed a bug where Visual Metrics were not populating and the Executive Summary was displaying out of order.
- Fixed a bug where the Product/Services search in Receipts did not filter results when entering text.
- Fixed a bug where vendor files functionality did not work.
- Fixed a bug where moving a file to a vendor in Receipts did not advance to the next invoice.
- Fixed a bug where removing a search and hitting ‘refresh’ in the Uploads Inbox did not bring back all results.
- Fixed a bug where similar historical transactions were not visible.
- Fixed a bug where the extension showed a “Failed to attach question” error message.
- Fixed a bug where Xero did not populate in the extra tab when opening a client, and editing caused errors.
- Fixed a bug where memos were not syncing properly from Keeper to QBO.
- Fixed a bug where the wrong currency symbols appeared in transaction questions for Canadian files.
- Fixed a bug where client reminder emails were not being sent.
- Fixed a bug where the attachment count did not appear until clicking on the file icon.