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.

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