Client Portal Improvements
  • Fixed errors when logging into the Client Portal.
  • Fixed an issue where users received file upload notifications, but no file appeared.
  • Fixed a bug preventing clients from logging into the portal via magic links.
  • Resolved an error when sending e-signature requests from Portal Settings.
Other Improvements
  • Added a setting to enable batched email notifications for multiuser signoff requests.
  • Updated the practice email reconnect instructions for clarity.
Bug Fixes
  • Fixed a bug where the Balance Sheet totals did not match QBO.
  • Fixed a bug where Net Income appeared in the wrong location on Balance Sheets.
  • Fixed a bug where an extra line was displaying in Profit & Loss reports.
  • Fixed a bug where deleted client properties still showed on the Close page.
  • Fixed a bug where there were retained earnings discrepancies between Keeper and QBO.
  • Fixed an issue where “last” in recurrence templates caused duplicate dates.
  • Fixed a bug where applying templates with over 25 contacts triggered an error.
  • Fixed a bug where email template text highlights could not be removed.
  • Fixed a bug where clicking into Email History returned an error.
  • Fixed styling of the “Contents” title in management reports.
  • Fixed a bug where deleted users were still seeing clients they no longer had access to.
  • Fixed an error when attempting to delete attachments for a contact.
  • Fixed display issues with text bleeding in the files modal.
  • Fixed inconsistencies when selecting “Calendar YTD” on metrics visuals.
  • Resolved issues with property editing not persisting correctly.
  • Fixed errors when re-authenticating practice email connections.
  • Fixed a bug where password reset emails weren’t delivered to contacts.
  • Fixed an issue where closing status dropdowns didn’t show results.