August 14, 2025

🚀 Try Keeper Accruals Early — Join the Beta

We’re opening the beta for

Keeper Accruals

, our new way to automate and manage accrual schedules directly inside Keeper.

Starting the week of August 18th

, beta access will begin rolling out to users who opt in. Here’s how to join:

Today:

Go to
Practice Settings > Practice management
Select
Beta features opt-in
to become a Keeper beta tester.

Week of August 18th:

You’ll be notified when Keeper Accruals Beta is available for you.
At that point, a new button—
Enable accruals beta access
—will appear, allowing you to turn on the feature at your discretion.

Spots are limited during the beta, so opt in now to be among the first to streamline your accrual workflows.

Emails Updates

🔐

New: Granular Practice Inbox Permissions

You can now grant access to specific practice inboxes for each individual user (e.g., only sales@, only accounting@) instead of all-or-nothing access. Updates take effect instantly, and a new dropdown in Practice Settings makes managing access simple. This should make it easier to add new inboxes while keeping visibility tailored to your firm’s needs.

⚠️

Please review

your users’ practice inbox permissions to ensure they match your expectations after this update.

AI Bank Feeds Improvements

Added support for excluding transactions from the bank feed.
Made polish and UI improvements to category pickers.

Other Improvements

Footnotes are available in the interactive P&L and Balance Sheet so users can provide context and custom notes to clients.
Selected question in the client portal now remains pinned to the top of the screen as the client contact scrolls through the list of questions.

Bug Fixes

Fixed a bug where email comments marked ‘resolved’ did not filter out of the Open tab of the Comment Inbox.
Fixed a bug where filtering by client name in the saved task list view showed 0 clients.
Fixed a bug where the assignee filter for deleted users did not work in the task list.
Fixed a bug where financials were cut off in published management reports.
Fixed a bug where ‘Login to portal’ emails (with magic links) included ‘undefined’ text.
Fixed a bug where the Keeper Receipts billing add-on banner displayed even when Receipts were enabled.
Fixed a bug where the task section 0/2 incorrectly showed as 0/0 on the Client List.
Fixed a bug where the bank feed institution name did not appear in the client portal mobile app.
Fixed a bug to improve matching to transfers in AI Bank Feeds.
Fixed a bug where the bar chart on the Executive Summary for QBO clients showed no data.
Fixed a bug where email history did not load for all clients.
Fixed a bug where loading vendor data in the Prepare 1099s report resulted in an error.
Fixed a bug where rules did not overwrite auto classification results.
Fixed a bug where the add client window did not allow P/R/M assignment to standard users.
Fixed a bug where receipt descriptions copied over to the next receipt.
Fixed a bug where clicking ‘client questions’ in close caused a “Something went wrong” error.
Fixed a bug where draft filter options incorrectly appeared in the Gmail inbox filter.
Fixed a bug where signed documents still showed as waiting on signatures.
Fixed a bug where adding a client to Manager access resulted in an error.
Fixed a bug where reauthentication failed on Chase Bank/Credit Card accounts via Quiltt.
Fixed a bug where related clients disappeared when multiple contacts were added.
Fixed a bug where account chips did not wrap properly.
Fixed a bug where email comments did not reflect properly in the Open/Unread filters.
Fixed a bug where resolved email comments still appeared as open.
Fixed a bug where missing accounts did not appear in Bank Feeds.
Fixed a bug where users were unable to archive emails that had comments.
Fixed a bug where large image attachments caused drafts to detach from threads.
Fixed a bug where the email tracking toggle could not be disabled.
Fixed a bug where UI inconsistencies occurred in Bank Feed matching.
Fixed a bug where PDF downloads failed when a user or contact was deleted.
Fixed a bug where the “Move to file” success message was missing.
Fixed a bug where the Organizer logic tool did not allow slide selection.