improved

fixed

Client Portal

Emails

May 29, 2025

📬 One inbox not enough? Now you can add more.
Your email setup, your way. Keeper Emails now supports multiple personal and firm inboxes, so you can connect all the addresses that you and your firm operate from.
What’s new:
➕ Connect as many inboxes as you need — both firm and personal
🛠️ Manage access, set defaults, and customize signatures for each inbox
📥 Stay organized with clear inbox grouping and smart visibility tools
Whether you're managing multiple brands or wearing many hats, this update gives your team the flexibility to work how they want — without being limited to just one email.
Your clients won’t notice anything different. But your team? They’ll feel the difference and you'll see the efficiency increase. Go ahead, connect them all!
Note: This feature is rolling out to beta tester users today only. It will be available to all users next week! Maybe a good time to sign up to be a beta feature tester...👀
Other Improvements
  • For non-transaction questions without subjects, you will now see the initial question from the questions list for easier scanning.
  • Users can now apply organizers to clients via Zapier.
Bug Fixes
  • Fixed a bug where the CSV download of the Client List did not include Vendor Request data.
  • Fixed a bug where images added to comments were not saved with the comment.
  • Fixed a bug where duplicating a specific KBA template triggered an error.
  • Fixed a bug where disabled roles were still visible in the “Add client” modal.
  • Fixed a bug where opening attachments after viewing comments did not close the comments modal.
  • Fixed a bug in the Signatures module where the full name field lost focus and deleted the last entry after a few seconds.
  • Fixed a bug preventing follow-up questions from being added in bulk.
  • Fixed a bug that caused a “receipt failed to post” error message.
  • Fixed a bug where printing financial reports resulted in perpetual loading.
  • Fixed a bug where an email address incorrectly auto-filled the search bar in Receipts when opening a file.
  • Fixed a bug where a single client displayed duplicate March 2025 closes.
  • Fixed a bug where users received multi-user sign-off email notifications despite disabling them.
  • Fixed a bug where changing the “Payment Method” in Transaction Review reset the “Deposit To” field.
  • Fixed a bug where row highlights disappeared on hover, removing the green background.
  • Fixed a bug where the “Past 12 Months” filter in Transaction Review incorrectly included transactions from the latest month.
  • Fixed a bug where saving the “Assigned to Me” view on the Tasks tab reverted to a previous state.