improved

fixed

Client Portal

Accruals

October 23, 2025

We have a new name: Keeper is now Double
With our new name, we’re doubling down on our mission to help accountants save time while producing higher-quality work.
You can continue to count on everything you’ve come to expect from us over the last four years: weekly product updates, world-class customer support, and a team that listens when you tell us what you want.
For more information about why we've made this change and what you can expect, check out Ben's blog post here and a help article with FAQs.
Accruals Updates
  • You can now delete Accruals you've created in error from the Accrual task on the close page. Task -> Schedule tab -> 3 dot menu -> Delete
Other Improvements
  • Introduced a new practice setting to give firms more control over access to Templates. You can now specify if certain user groups can view or edit templates.
  • Added clarifying language when scheduling recurring client questions.
Bug Fixes
  • Fixed a bug where some emails were incorrectly filtering into the historical email section.
  • Fixed a bug where a transaction was displayed in the incorrect currency on the Profit & Loss report.
  • Fixed a bug where file previews were blank when selecting “Make Transaction” from client uploads.
  • Fixed a bug where tax codes in receipts were pulling in as “exempt” even when the correct amount of tax was present, causing matches to default to exempt over GST.
  • Fixed a bug where the email signature images appeared as attachments and image icons.
  • Fixed a bug where the email history tab was not appearing in debug mode.
  • Fixed a bug where receipts and bulk deletes were timing out on the frontend.
  • Fixed a bug where ending balances were incorrect for 1-month accruals.
  • Fixed a bug where dropdowns in receipts and the quick add menu were too narrow.
  • Fixed a bug where the auto-complete setting was always enabled for tax projects regardless of toggle status.
  • Fixed a bug where client property values were not searchable on the Client List.
  • Fixed a bug that caused a runtime error in bank feeds.