Advanced Email Folder Support is Here!
Keep all of your email communication organized with advanced support for Gmail labels and Outlook folders. Quickly drag & drop, move, and label messages to find exactly what you need—so nothing gets lost in the shuffle.
Try it out today! 🎉
Email Improvements
- Added advanced support for Gmail labels and Outlook folders, allowing for better organization and message management.
- Optimized email loading performance for large folder structures.
- Ordered folders/labels alphabetically and ensured new ones update properly in the UI.
E-Signature Improvements
- Contact emails now appear as drop-down suggestions when selecting recipients.
- Users can now see which KBA method was used in completed E-Signature documents.
- Improved E-Signature UX by collapsing “Continue” by default and tightening padding.
Other Improvements
- Added the ability to add custom tasks on the Close page.
- Removed blank checklists when adding new tasks.
Bug Fixes
- Fixed an issue where adding a user to a client in Client Settings caused a server error.
- Fixed an issue where the Custom 1099 Report did not have an option to exclude individual transactions.
- Fixed an error message that appeared when navigating to files in the Client Portal.
- Fixed an issue where updating an assignee in Client Portal Quickview would remove the assignee when switching questions.
- Fixed an issue where the dropdown in the Client List (Tax Returns View) was not working.
- Fixed an issue where the Custom Property column was not filtering correctly (ascending/descending/no filter).
- Fixed an issue where custom tax return statuses were not appearing in the Client List dropdown.
- Fixed missing "Calendar Quarter" option in Profit & Loss and Balance Sheet date pickers.
- Fixed adjustments needed in QuickBooks Online item-based mapping.
- Fixed an issue where Tax-Only clients were not appearing in the Tax Suite.
- Fixed an issue where non-transaction question attachments were automatically being organized under Files > Transactions.
- Fixed an issue where users could add credit card accounts twice in the Account Reconciliation section.
- Fixed an issue where connecting to QuickBooks Online for the first time during Keeper account setup caused an error.