improved

Client Portal

April 20, 2023

Ask Non-Transaction Questions Anywhere
Gone are the days of needing to go to Keeper to ask questions to your clients! You can now ask non-transaction questions directly through the Chrome Extension:
Make sure to pin the extension for easy access!
Fixes and Improvements
  • Added a Note History for all Client Note edits.
  • Fixed a bug intermittently causing the screen to jump to the top of the page when asking a transaction question in the Chrome Extension.
  • Fixed a bug where certain Unicode characters in transaction memos caused crashing.
  • Fixed a bug causing non-closing tasks to be occasionally duplicated upon completion in slow internet conditions.
  • Fixed a bug causing inactive GST/HST tax codes to still appear in dropdowns.