February 7, 2025

Introducing Keeper Emails!

Keeper Emails is live — designed to bring your client communications together and provide deep context where you're doing your work. Now you can send, receive, and even transform emails into actionable tasks right from the Keeper app. This ensures nothing slips through the cracks and client communications are no longer siloed across your team's personal inboxes.

To turn on Keeper Emails for your team, navigate to the new 'Inbox' tab and follow the prompts to set it up. For more information, check out the video below and this help article.

Other Improvements

Users can now edit line items when matching transactions in Receipts.
When switching between clients while working on a tax return, users will now navigate directly to the new client's tax return page without having to toggle from the monthly close page.

Bug Fixes

Fixed a bug where questions from clients triggered an “error notifying client” message even though the answer was updated.
Fixed a bug where users with 2FA enabled did not have it triggered.
Fixed a bug where monthly automated reminders set to the 1st business day defaulted to the 1st Saturday of the month.
Fixed a bug where email replies resent external attachments.
Fixed a bug where an error message appeared when setting up a user account.
Fixed a bug in Prepare 1099s where a stale object error occurred when a user was editing concurrently.
Fixed a bug where client property filters were not sorted.
Fixed a bug where metrics visuals crashed management reporting and metrics pages.
Fixed a bug where the Balance Sheet in Metrics was off by one month.
Fixed a bug where deleted tags were showing on all transaction questions.
Fixed a bug where the stitched YTD P&L column was incorrect in Xero.
Fixed a bug where the file attachment button did not match the brand button color in the portal.
Fixed a bug where questions on receipts were broken.
Fixed a bug where users were unable to embed links in Client Info.
Fixed a bug where archived vendors were showing up in the duplicate vendor report in Xero.
Fixed a bug where completed custom tasks were not ordered in reverse chronological order.
Fixed a bug where there was no option to hide closing task sections.
Fixed a bug where users were unable to bulk assign tasks in the Monthly Close section of Templates.
Fixed a bug where inline attachments greater than 5MB were converted to external attachments.
Fixed a bug where numbered lists were not displaying correctly in HTML Editors.
Fixed a bug where users were unable to change image sizes after the initial save in Client Info and Client Notes.