new

Client Portal

Workflow / Task Management

July 14, 2022

Zapier Beta
Keeper's Zapier integration is now live!
We currently support three actions:
  • Search for a client from an associated email
  • Create a new task
  • Create a new client
Get started building your zaps here: Zapier - Keeper
Open Tracking
All emails sent on July 14, 2022 or later now also support open tracking, so you can see whether your client has read your email.
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Fixes and Improvements
  • You can now type directly into the description exclusion list
  • Minor UX improvements for editing checklists
  • Fixed a bug affecting filters on Task List search
  • Fixed a bug preventing filtering by customers in transaction tables
  • Fixed a formatting bug on Management Reports
  • Fixed a bug preventing client name updates from saving