February 27, 2025

Undo send in Keeper Emails

This week we made it possible to cancel sending your email from Keeper if you notice errors, missing information, or unintended recipients in your message.

You can configure the amount of time you want to be able to undo send (between 5-20 seconds) in your user settings, giving you flexibility and confidence in all outgoing messages from your firm.

Receipts Improvements

Client note formatting is now preserved after posting or matching the receipt to a transaction.
Clients searching for receipts in the mobile app can now search by keywords in the receipt's memo, making it easier to find what they're looking for.

Tax Suite Improvements

Users can now mark organizers as complete on behalf of their clients.
Tax return workflow settings (assignees, due dates, customizations) will now copy over when opening a new tax year.

Other Improvements

Merge tags have been redesigned to improve visibility and clarity.
Clients can now switch between firms in the mobile app without having to log out in the cases where they work with more than one firm using Keeper.
Admins have the ability to delete saved firm-wide views in the case they are no longer relevant.

Bug Fixes

Fixed a bug where users were not receiving password reset emails.
Added a feature allowing users to mark organizers as complete.
Fixed a bug that prevented the tax basis from loading on the tax page.
Fixed a bug where the organizer “action required in other files” notification did not display in the mobile app.
Fixed a bug where transaction questions were appearing twice.
Fixed a bug where Mexican Xero clients were added to Keeper but did not appear on the client list.
Fixed a bug where text did not clear when adding users, requiring manual deletion after hitting “enter.”
Fixed a bug that caused an authentication conflict between the Client Portal and Keeper.
Fixed a bug where Excel previews sometimes displayed $0.
Fixed a bug where a “Transfers are currently disabled for transactions with multiple line items” error incorrectly appeared for single line item transactions.
Fixed a bug where the deleted tag was removed when moving to another close.
Fixed a bug where the OpEx setting in the Executive Summary report did not work for the bar graph.
Fixed a bug where the NOI on the Executive Summary was incorrect.
Fixed a bug where users received question emails even though there were 0 questions.
Fixed a bug where the merge tag was not populating in the subject line of email drafts.
Fixed a bug where standard users were unable to update tasks after adding them in firm tasks.
Fixed a bug where users repeatedly received an “Action Required: Please reconnect your practice email and resend your reminders” email.
Fixed a bug where the email signature PNG resized too small in email drafts to clients.
Fixed a bug where the “Remove to inbox” option appeared in both the draft and sent folders.
Fixed a bug where sorting the Linked Email column did not sort alphabetically by email subject.
Fixed a bug where the Forward button was not displayed correctly.
Fixed a bug where the Files tab in client info appeared distorted in the extension when a long word (e.g., “detail”) had no spaces.