Bug Fixes & Performance Improvements
This week, we focused on improving performance across Keeper and resolving some high-impact bugs.
Sign-Off Improvements
  • Added a filter to the Task List to show sign-offs assigned to you.
  • Email reminders for sign-offs can now be turned off on a per-user basis.
  • Preset tag updates now apply correctly to sign-off tasks.
  • Activity logs are now recorded for both closing and custom tasks that include sign-offs.
Other Improvements
  • Updated the logic for delayed send emails to ensure descriptions appear correctly in Email History.
  • Resolved issues related to broken or expired magic links in the client portal.
  • Disambiguated report titles in the management report Table of Contents.
  • Resolved issues with Net Income and Net Profit Margin appearing incorrectly in certain P&L and Balance Sheet reports.
Bug Fixes
  • Fixed a bug where the “Ask Client” popup rendered partially off-screen.
  • Fixed an error when removing a profile photo in User Settings.
  • Fixed visual alignment issues in email and file views.
  • Fixed an issue where Xero’s Account Reconciliation section wasn’t loading.
  • Fixed file upload errors on client questions.
  • Fixed an issue where tax-only clients didn’t appear in the All Clients branch.
  • Fixed errors triggered when users attempted to update contacts or assign tasks to them.
  • Fixed a bug where custom tasks did not recur as expected.
  • Fixed visual errors in the Equity section when clients attempted reordering.
  • Fixed issue where client properties failed to load during email blasts.