March 13, 2025

Take Control of Email Access in Keeper!

We’re thrilled to introduce a powerful update to Keeper Emails—giving you full control over email access across your team. Now, you can choose:

✅ Who can view and interact with the

Firm inbox

✅ Who has access

Shared email history

with your clients

✅ Who can connect

individual email accounts

while keeping sensitive info private

This update helps you manage communication effortlessly while ensuring the right people have the right access.

Try it out today! 🎉

Email Improvements

Added a 30-second option for Undo Send in Keeper Emails

Receipts Improvements

Added support for products and services in bills and expenses.
Added an option to be notified when clients submit documents via their receipts forwarding email.

Other Improvements

Added a setting to restrict starting new closes to manager and admin users.
Added the ability to exclude groups of accounts by account type from Transaction Review reports.
Added the ability to move tasks between sections in templates.
Added a step to e-signatures requiring signers to confirm their intent to sign a legally binding document.
Made major improvements to client list performance and load times.
Added granularity to timer exports, including the ability to expand decimals to 6 places.

Bug Fixes

Fixed a bug where managers could not view firm tasks assigned to them while standards could.
Fixed a bug where users received vendor uploaded file notifications but couldn’t see them in Vendor Requests.
Fixed a bug where removing a user and then trying to re-add them in the same session didn’t work.
Fixed a bug where e-signatures were not downloadable.
Fixed a bug where the typing indicator was white in the mobile app, making it unclear when someone was typing.
Fixed a bug where navigating out of and back into the mobile app froze the screen.
Fixed a bug where updating transaction files produced a “Business Validation Error: Make sure all your transactions have a GST/HST rate before you save,” and resolved related tax code issues for invoices and sales receipts.
Fixed a bug by adding a “more options” button to the non-transaction question file modal.
Fixed a bug where client notes could not be opened.
Fixed a bug that caused white-labeled portal custom domains to be down.
Fixed a bug where an error occurred when re-activating a client.
Fixed a bug where the “Transfers are currently disabled for transactions with multiple line items” error incorrectly appeared for single line item transactions.
Fixed a bug where attachment portal files could not be located.
Fixed a bug where the Signatures folder appeared in portal files even when the practice did not have Tax Suite.
Fixed a bug where the New Onboarding Keeper template no longer appeared in Task Template options.
Fixed a bug where the “Delete a Xero client” button was missing.