Unconnected tax-only clients
Tax suite users can now add unconnected clients with tax-only workflows. This client type is perfect for tracking your individual tax return projects or for clients where you don't interact directly with their ledgers.
Unconnected tax-only clients have access to our workflow tools, client portal, organizer feature, and tax status tracker. The tax suite is included with your Keeper subscription with a minimum of 20 connected clients (or equivalent contract amount). Reach out to sales@keeper.app or fill out this form for more info.
Other Improvements
- Upgraded the text editor for client portal announcements.
- Made design improvements to the client uploads inbox.
- Made design improvements to the client questions tables.
Bug Fixes
- Fixed a bug where deleting a close caused a loading issue with comments on the P&L.
- Fixed a bug where some client names appeared as blank when filtering timers by client.
- Fixed a bug where “No” responses in the Custom 1099 report did not filter into the “1099 Not Needed” category.
- Fixed a bug where not all pages of P&L detail were included in the portal PDF.
- Fixed a bug where receipt questions caused the responded question count to be incorrect.
- Fixed a bug where account reconciliation balances were incorrectly showing as the same for every account.
- Fixed a bug where transactions from a separate client appeared in another client’s uncategorized transaction report.
- Fixed a bug where the Transaction Question Report was disabled on load while transactions were still loading.
- Fixed a bug where a gap appeared between the header and the bar below on firm tasks.