KBA E-signatures
The latest addition to our tax suite includes e-signatures with optional KBA verification! No more searching for an e-signature solution outside of Keeper - send your engagement letters, ACH authorizations, or other requests for free! Need an extra layer of identity verification for sensitive tax docs? We've got you covered. Add KBA verification for any recipient - check out this article to learn more.
Note: Templates for e-signatures are coming next week!
Receipts Improvements
- You can now create and post Invoices from within Keeper Receipts.
- Receipts submitted in the same email will now show up as "related" files, making it easier to understand if certain files should be merged and posted to the same transaction.
Tax Suite Improvements
- We introduced a Tax Returns tab in the client portal so your clients can view completed projects and track the status of open returns.
- Tax return projects marked as "Filed" will now be removed from the dashboard and will populate in a completed state on the Tax return tab.
- The Tax Return client list can now be exported as a csv file.
Other Improvements
- Comments are now available in the quick-view from the client list for non-transaction and inbound client questions.
Bug Fixes
- Fixed a bug where extra automated email reminders were sent to clients.
- Fixed a bug where an error occurred when emailing clients from the Firm Inbox.
- Fixed a bug where sent texts could not be viewed due to a blank pop-up.
- Fixed a bug allowing users to edit the name of a published organizer.
- Fixed a bug where the portal’s ‘unanswered question count’ for tax did not display for unfinished organizers.
- Fixed a bug where filtering for billable = false did not work.
- Fixed a bug where the Prepare 1099s search tool did not search for legal names.
- Fixed a UX issue where comments sometimes appeared off screen.
- Fixed a bug where an empty message box was displayed after all organizers were submitted and questions were answered.
- Fixed a bug where an error occurred when adding questions to identical transactions from the bank feed.
- Fixed a bug where an “Error updating draft” message consistently popped up while composing an email.
- Fixed a bug where expanding task assignees pushed the user to the top of the page when the picker expanded.
- Fixed a bug where the archived client banner in the client portal had excessive white padding.
- Fixed a bug where contacts had trouble taking pictures on the mobile app and uploading images successfully.
- Fixed a bug where contacts for archived clients could not access Financial Reports.
- Fixed a bug where the portal preview kept loading indefinitely.
- Fixed a bug where downloading multiple completed PDFs with multiple signature recipients only downloaded the first document.
- Fixed a bug where the message formatting was incorrect.
- Fixed a bug that prevented archived clients from being allowed to create new requests.
- Fixed a bug where the “Download all” function in the client portal downloaded signature files without including the file type.
- Fixed a bug where, for a request awaiting response, the icon on the download button appeared active even though it was not.