new
Client Portal
August 15, 2024
Mobile App
Keeper's Client Portal is now available as an app on both iOS and Android!
Clients can do everything in the mobile app that they can on the web version of the portal.
The app is especially helpful for making it easy for clients to answer questions on the go or upload receipts as soon as they get them.
You can download our app on iOS or Android: iOS download link, Android download link.
See below for a quick guide on how to invite your clients to download the app:
Receipts Update
Keeper Receipts now has an official launch date. It will exit beta and become generally available on September 1st.
Until that time, clients will continue to be billed at the beta rate of $5. After September 1st, all Receipts clients will be billed at a rate of $15.
We are offering a one-time launch special. For the next two weeks, you can lock in a lifetime 20% discount across all receipts subscriptions by committing to at least 20 clients. To take advantage of this offer, please email us at sales@keeper.app.
Other Improvements
- Added the ability to reuse non-closing task tag colors.
- Added activity log for adding and renaming files.
- Firm tasks can now be moved between sections.
- Firms can now cancel or reschedule scheduled e-mails from the bulk email blast editor.
Bug Fixes
- Fixed a series of issues in the app caused by new rate limiting changes in the QuickBooks API.
- Fixed a bug causing certain reconciled transactions to show up as unreconciled in Xero files.
- Fixed a bug causing the Timers table not to default to showing the most recent timers on top.
- Fixed a bug where the recurring non-transaction questions schedule would show duplicate dates.
- Fixed a bug causing some zero balance accounts to appear on the Balance Sheet.
- Fixed a bug causing some daily recurring firm tasks to create duplicates.
- Fixed a bug causing the client's name to be replaced with the contact's name in some emails.
- Fixed a bug where "post and next" would not select the next Receipt in the list.
- Fixed a bug preventing Managers from seeing firm work timers.