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Jan 12, 2023

Client Portal 2FA
For security conscious clients and accountants, Keeper supports SMS-based Two-Factor Authentication (2FA) on the Client Portal! You can choose who 2FA is enabled for on a contact-by-contact basis.
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Fixes and Improvements
  • All transaction review reports can now be exported as CSVs. This is helpful if, for example, you want to send your clients a list of 300 transactions without receipts without overwhelming them in the portal.
  • New Payees can now be create from the bulk editor (rather than needing to add them from a cell).