Keeper Research
Keeper Research is Keeper's new LLM-powered tax research tool. It's available in the top right corner of the app, as well as at keeper.app/research.
It is trained on the Internal Revenue Code and IRS Publications, so you can ask it any tax-related questions you may have, and it will search its knowledge base, return an answer, and cite its sources.
Custom 1099 Reports
You can now create custom 1099 reports to track and prepare any 1099 type your clients need. You have the flexibility to edit dollar thresholds and pull in the specific accounts needed to track spend for any vendor.
Bug Fixes
- Fixed a bug where there was no space in the navbar for rendering the avatar or settings.
- Fixed a bug to ensure line items are excluded properly based on the account exclude list in the 1099 Report.
- Fixed a bug where users were repeatedly prompted to reconnect their email.
- Fixed a bug where clients did not receive an email after selecting ‘Download all files’ in the portal.
- Fixed a bug where users did not receive notification emails for close status changes.
- Fixed a bug where instant notifications info was cut off slightly when using the Edge browser.
- Fixed a bug where paragraph breaks did not reflect on the Executive Summary note.
- Fixed a bug where the 1099 Report did not show files accurately.
- Fixed a bug where CAD tax codes were not calculating correctly for receipts clients.
- Fixed a bug where Xero reports showed an extra page in Reporting.
- Fixed a bug causing an error when trying to enable Keeper Receipts.
- Fixed a bug where an error occurred when moving or scanning receipts in the client uploads inbox.
- Fixed a bug where the text box moved when typing a follow-up question.
- Fixed a bug where bank accounts were not showing up under the Account Reconciliation section.
- Fixed a bug where the Client Responded count was not rendering correctly.
- Fixed a bug where the receipts forwarding email merge tag was not pulling properly.
- Fixed a bug where the email subject line showed a merged contact’s other client.
- Fixed a bug where users were unable to view all completed firm tasks.
- Fixed a bug where the Task List due date did not match the task due date.