new
July 3, 2025
Conditional Logic in Organizers
Increase your clients' focus and add polish to your client requests with conditional logic in organizers! Our latest round of organizer upgrades brings you:
- The ability to hide or reveal information requests based on client responses and situations
- An enhanced preview experience so you can test out your logic before publishing to the portal
- Logic in organizer templates so you can set it up once and bulk apply across clients
- All of these great updates on both the web and the mobile app so your clients can get back to you on the go!
AI Bank Feeds Private Beta
Keeper's AI Bank Feeds are now in a private beta! You can request to join it here.
Email Improvements
- Improved reliability of folder/label handling for complex structures
- Improved “Revoke Access” experience in Practice Email Settings.
- Updated security emails to include local time and added a new state field on new IP logins.
Other Improvements
- Added a new setting to batch vs. individually send email notifications for new multi-user sign-off requests.
Bug Fixes
- Fixed inconsistent loading behavior on portal access.
- Resolved issues where users weren’t seeing all of their reminders.
- Fixed display issues with long client names cutting off dates in question threads.
- Fixed P&L drill-down not displaying employee vendors in certain scenarios.
- Fixed multi-currency amounts not reflecting accurately in AP/AR aging.
- Fixed a QBO-specific error causing P&L load failures.
- Fixed error when publishing multiple reports simultaneously.
- Fixed logic for % of income column to handle negative values correctly.
- Fixed issue where intercompany files were showing on the wrong basis.
- Fixed bug where newly added vendors didn’t appear in the Vendors Report.
- Prevented duplicate custom tasks from showing up.
- Resolved reporting inconsistencies for A/P and A/R in cash basis clients.
- Fixed “Error creating draft” bug when sending emails from Practice Inbox.
- Fixed a 429 rate limit bug that caused folders to stop loading.
- Fixed bug where invoice logic didn’t trigger due to missing invoices in the file.
- Fixed dropdown not populating when selecting new Close due dates.
- Fixed vendor not populating in Prepare 1099s.
- Fixed error when adding clients to Manager Access.
- Fixed broken @mention functionality in comments in certain scenarios.
- Fixed client portal rendering errors in full-screen file views.
- Fixed email notifications sent to users that no longer worked on that client.