August 21, 2025

Automated Notifications for Non-Transaction Questions

You can now set up recurring email notifications for non-transaction questions in the client portal. This helps ensure nothing slips through the cracks, improving response rates while reducing manual follow-ups.

What’s new:

Notify client toggle:
Enable automated reminders on individual questions.
Global control:
Turn reminders on/off for all open non-transaction questions - in one step—perfect for migrating to this feature.
Clear visibility:
A new column shows which questions have reminders enabled.
Daily batched emails:
Clients receive a single email each morning (8am EST) with all their unanswered questions.
Preview option:
See exactly what clients will receive (non-editable for consistency).

Why it matters:

No more chasing down unanswered questions—reminders are now automated, consistent, and easy to manage.

Learn more in our Help Center.

Emails Updates

Introduced email filtering by contact type, allowing users to quickly view emails from specific groups like "Customers" or "Internal Team."

AI Bank Feeds Improvements

Added bulk approval of matches.
Added support for posting multi-line expenses and deposits.
Added support for connecting bank feeds to current assets, current liabilities and long-term liabilities.
Improved process for matching transfers between accounts.

Bug Fixes

Fixed a bug where dragging to copy text in the linked email modal conflicted with the drag-and-drop handler.
Fixed a bug where the matches table had performance issues when opening.
Fixed a bug where cost of goods sold appeared twice in metric visuals.
Fixed a bug where some template sections appeared even when not selected.
Fixed a bug where the task list failed to load.
Fixed a bug where users were unable to remove a user from the preparer role via the close page.
Fixed a bug where users were unable to create an August 2025 close.
Fixed a bug where the most recent financial report didn’t appear on the Client Portal dashboard.
Fixed a bug where visible files did not appear in the Client Portal.
Fixed a bug where links to P&L subaccount comment threads excluded the subaccount due to the colon symbol.
Fixed a bug where the client portal displayed “Chart cannot be displayed” for interactive visuals.
Fixed a bug where the “Reviewed” status did nothing in the bulk editor for the newly added customers file review.
Fixed a bug where the client portal tax tracker wouldn’t exit preview mode even after tax returns were disabled for the client.
Fixed a bug where bank feed display names (e.g. “spending”) and mapped accounts were inconsistent.
Fixed a bug where bank feed account chips did not wrap properly.
Fixed a bug where email previews had misaligned padding compared to sent emails.
Fixed a bug where client financial reports were missing from the Client Portal dashboard but present in the Files tab.
Fixed a bug where file rename attempts under auto-organized folders failed with “Failed to rename item.”
Fixed a bug where emails were not fully populated in Keeper due to message body processing errors.
Fixed a bug where sections not selected in templates still appeared after saving.
Fixed a bug where interactive metric visuals failed to display when opening a client report.
Fixed a bug where users were unable to edit customers from the close.
Fixed a bug where links to financial report comments failed to include sub-account context.
Fixed a bug where the bank feed matching interface showed misaligned names and account mappings.
Fixed a bug where client files were missing from auto-organized folders in the portal.
Fixed a bug where users were unable to remove logos or update client logos.
Fixed a bug where users received a “Failed to fetch task list” error in the task list view.
Fixed a bug where sections appeared in published reports that weren’t selected in the template.
Fixed a bug where adding a client enabled all closing sections by default without customization.
Fixed a bug where metric visuals showed cost of goods sold as the only data point.
Fixed a bug where client dashboards did not reflect the latest published financial report.
Fixed a bug where users could not rename files in auto-organized folders.
Fixed a bug where users were unable to create QBO clients despite completing required setup.
Fixed a bug where certain reports failed to open due to mismatched section or template logic.
Fixed a bug where practice users experienced errors when attempting to save email drafts.
Fixed a bug where the QBO receipt description did not carry over to the posted receipt.
Fixed a bug where QBO receipt matching performance was unusually slow.
Fixed a bug where .iif file uploads resulted in error messages for portal contacts.
Fixed a bug where bulk file editing in newly added customers report failed to apply the “Reviewed” status.
Fixed a bug where users received “Failed to rename item” errors when renaming reports.
Fixed a bug where contacts saw “Chart cannot be displayed” instead of visuals.
Fixed a bug where comments in the “Unread” tab appeared in “Open” but not in “Unread.”