đ Downloadable Organizer Packages
Weâve made it easier to get your completed organizers out of Keeper and into your firmâs workflow.
⨠Hereâs whatâs new:
- đ Download a PDF version of the completed organizer including your clients' responses and references to uploaded files.
- đ Bundle organizer responses + uploaded client files into a ZIP file for easy viewing, sharing, and storage.
All the information and attachments you need to prepare and file your clientâs tax return can now be packaged and downloaded in a single, streamlined step. đź
For more information, check out our help article on how to use this new feature!
Other Improvements
- Added filtering by contact and tag to non-transaction questions.
- Improved the search experience in "My Receipts" to allow you to search by file name, year, and month.
Bug Fixes
- Fixed a bug where email history was not working for all clients.
- Fixed a bug where scheduled emails remained unsent.
- Fixed a bug where email attachments disappeared after the email was sent.
- Fixed a QuickBooks Online connection error displaying âuh oh thereâs a connection problem.â
- Fixed a bug causing users to be stuck in a âReconnect QuickBooksâ loop with ledgers not loading.
- Fixed a bug where users received a âTransaction extraction in progressâ error indefinitely when opening a client.
- Fixed a bug where an error occurred when creating a new portal contact.
- Fixed a bug preventing resizing and text wrapping in the Submission Note column.
- Improved typing and rendering performance in the Receipts module.
- Fixed a bug where Super Admins received an error when adding a new client portal contact.
- Resolved an issue where the portal was inaccessible from the Management Reports page.
- Fixed a bug where the close status on the client list was not refreshing.
- Fixed a bug where adding a client to Manager access triggered an error.
- Fixed a bug where Fiscal YTD appeared correctly on the Table of Contents but not on the individual report.
- Fixed a bug with closing task statuses not updating correctly.
- Fixed a bug where Keeper failed to match transactions outside of the 2-week matching period.
- Fixed a bug where standard users could add checklists even when âlock standard userâ was enabled.
- Fixed a bug where â[new vendor]â did not update correctly in the UI.
- Fixed a bug where drafts with large image attachments detached from the email thread.