April 24, 2025

⏰ Introducing Schedule Send in Keeper Emails

You can now schedule emails to send at a later time in Keeper Emails — perfect for planning ahead, coordinating across time zones, or ensuring messages land during business hours.

Here’s what’s new:

🗓️ Choose a future date and time when composing any email

📁 View scheduled messages in a new Scheduled folder

❌ Cancel a scheduled send and return the email to drafts

🌍 Clear time zone display to avoid any surprises

It’s all about sending the right message, at the right time! Check out this new feature today.

Email Improvements

We now import frequently used email addresses into Keeper Emails without requiring them to be manually added as contacts. These email addresses will appear as autofill suggestions when composing a new email.
Added content filters to the Keeper Emails inbox. This allows users to filter emails by the presence of tasks and attachments.
Introduced a filter in the Inbox that allows users to choose from predefined contact groups like clients and internal team.
Made a few tweaks to design for enhanced polish and usability.

Other Improvements

Transaction files & attachments are now easier to access and include more relevant context: view when the file was uploaded and by which user/contact, see client submission notes, and take action on the file without needing to drill into the transaction.
P&L drilldown report can now be exported in Excel format in addition to csv.

Bug Fixes

Fixed a bug where erroneous information was incorrectly added to the address section of Vendor Info.
Fixed a bug that caused an error when moving files to a transaction.
Fixed a bug where transaction files were displaying out of order and not loading completely.
Fixed a bug causing the Transaction Questions tab in the Client Portal to crash.
Fixed a bug where uploaded transaction attachments did not appear.
Fixed a bug where the attachment count in Prepare 1099s did not populate.
Fixed a bug where Shared Email History failed to load when more than 25 contacts were present.
Fixed a bug where text searches under the Description filter returned no results.
Fixed a bug where the Prepare 1099s report table rendered incorrectly.
Fixed a bug where files in W9 requests could not be opened from the client list.
Signers with multiple SSNs will no longer be blocked from completing a KBA e-signature verification.