July 10, 2025

📝 Custom text page in Management Reports

Need more space to communicate with clients in your reports? Now you can add a fully customizable text page - perfect for longer legal disclaimers, descriptions of services, or any other context your clients need.

✨ What’s new:

📄 Add a dedicated Custom Text Page to your reporting package
✍️ Write and format your content using our rich text editor
🧩 Use smart merge tags to auto-fill key details like close period, current/prior year, client or firm name
🔧 Rename and reorder the page within your financial package

Email Improvements

You can now mark drafts as “Email Client Templates” in Keeper, automatically filtering them out of your Drafts folder to reduce clutter and keep your workspace organized.

Other Improvements

Updated the sort order of files uploaded to transactions for more efficient review.

Bug Fixes

Fixed a bug where links in emails did not open in a new tab.
Fixed a bug where users had to double-click to open emails in Keeper Emails.
Fixed a bug where the inbox tab showed a notification bubble despite no practice or personal email being connected.
Fixed a bug where opening the Prepare 1099s report caused an error.
Fixed a bug where Uncategorized Assets were empty or loaded slowly.
Fixed a bug where client portal posts were not marked as answered after a contact responded.
Fixed a bug where transaction extraction in QBO was stuck for extended periods.
Fixed a bug where uploading folders with substructures did not preserve the folder hierarchy.
Fixed a bug causing an error when adding a user with Manager access.
Fixed a bug where deleted users continued to receive comment notification emails.
Fixed a bug where inconsistent bills with blank descriptions weren’t flagged in the Expense Inconsistency report.
Fixed a bug causing errors when deleting clients.
Fixed a bug where the “Has submission note” filter in Transaction Files did not include mobile app submission notes.
Fixed a bug where reauthentication email notifications were sent for IMAP-connected practice emails, and reconnecting failed.
Fixed a bug where file attachments in non-transaction question threads attached to the initial message instead of the latest reply.
Fixed a bug where signature requests did not appear under “Action Required” in the client portal.
Fixed a bug where transaction reports did not operate independently of each other.
Fixed a bug where two signature request recipients were created simultaneously with identical data.
Fixed a bug in P&L reports for Xero clients that potentially copied over blank values.
Fixed a bug where editing tasks in split screen caused unintended changes to the task text.