May 1, 2025

Saved Views Are Here: Your Inbox, Your Way
Say hello to a smarter inbox. With Saved Views
 in Keeper Emails, you can now save your go-to filters and return to them anytime — no more resetting filters every time you need to track down client emails or emails with tasks.
Highlights:
⭐ Save your own custom filter sets (e.g. “Clients Only” or “Emails I Actually Care About”)
🗂️ Quickly switch between saved views from the new dropdown
📎 Includes helpful default views like “With Attachments” and “With Tasks”
Whether you're power-filtering through a mountain of emails or just want your inbox to work harder for you, Saved Views make it faster to get to what matters.
Now live in Keeper Emails — try it out and make your inbox yours.
Other Improvements
All client portals were upgraded to the new design! For an overview, check out this video.
Files uploaded by your team or your clients will be posted in line with your questions and responses, giving you better context and making it clear who uploaded the file when.
Added bulk due date updates in task templates.
Made significant investments in Keeper Receipts to speed up posting receipts to the ledger.
Updated client portal contact information to accept UK phone numbers
Made improvements to KBA checks for e-signatures, including notifying your team if KBA checks fail.
Bug Fixes
Fixed a bug where the files popover was not displaying onscreen.
Fixed a bug in Client Communications where it showed one ready question when there were none.
Fixed a bug where editing the split of a transaction opened line items and overwrote transaction history.
Fixed a bug where the “Ask Client” button was always disabled in the Chrome extension.
Fixed a bug where transactions with excluded accounts were incorrectly appearing in the Transactions Without Class report.
Fixed a bug where the narrow width of the sidebar in the receipt viewer modal covered the receipt.
Fixed a bug where the amount box on the Close page was too small to display full numbers.
Fixed a bug where unread status was broken in Keeper emails.
Fixed a bug where emails sent from a personal inbox were not appearing in the client’s Email History.
Fixed a bug where transactions in a UK file appeared in USD in the client portal.
Fixed a bug where Operating Expenses were not populating on the Executive Summary graph.
Fixed a bug where users were unable to backspace or remove text in the client portal announcement editor.
Fixed a bug that caused errors when moving files to a transaction.
Fixed a bug where a “Stale object error” appeared even though only one user was editing.
Fixed a bug where transaction files displayed out of order and were not fully loaded.
Fixed a bug where clicking “Log in with email” in the mobile app showed a failed login message without sending a link.
Fixed a bug where portal branding was not reflected correctly on the client URL.
Fixed a bug where the message “Error getting task count and close status” appeared when opening Close.
Fixed a bug where uploaded transaction attachments did not appear.
Fixed a bug where attachment counts in Prepare 1099s did not populate.
Fixed a bug where the file count in transaction questions appeared inconsistent across the table.