Client Portal Design Upgrade
This week we launched an exciting design upgrade to the Keeper client portal! This update introduces a sleek, modern design and makes communicating with your clients more intuitive. This is currently in beta - sign up to get access by filling out this form!
Receipts Improvements
- Clients now have visibility into the receipts they've uploaded to their portal. They can view, search, and add memos to any of their previously submitted receipts. (Note: this feature is available as part of the client portal design upgrade beta)
Other Improvements
- Users can now create Resources templates to quickly and easily share helpful information across multiple clients in their portals.
- Users can now log into Keeper via Google SSO.
- Xero P&Ls got a major upgrade: you can now create account groups using our drag and drop layout builder (currently in limited release).
- We made additional improvements to the activity log, which now includes updates to resources.
- We added enhanced safeguards for admins to avoid accidental deletions of firm-wide task sections.
Bug Fixes
- Fixed a bug where starting a client timer on the client list with time tracking enabled immediately prompted you to stop the timer.
- Fixed a bug where practice email connected but failed to send some emails.
- Investigated: Error occurring when using a custom date range on Client Reporting (time tracking).
- Investigated: Multiple discounts causing a Stripe subscription to be updated many times per day.
- Fixed a bug where the screen greys out and freezes when deleting a transaction question.
- Fixed a bug where tracking categories did not render in the Client Communication table.