September 4, 2025

📊 Meet Your New Analytics Hub
Make smarter decisions, faster.
We’ve launched a brand new Analytics tab in Keeper - giving firm leaders the visibility they need to manage growing teams and client bases with confidence. Built on a powerful pivot table engine, this new surface lets you:
🔍  Analyze on-time close rates by role
🚦  Spot bottlenecks across clients and teams
🧠  Build and save custom pivot views using live Keeper data
📈  Apply heatmaps, filters, and aggregation settings to uncover trends at a glance
The first set of pre-built reports are live now - including YTD and all-time close performance by preparer/reviewer/manager, and your latest close's status. We'll be rolling this out over the next 2 weeks - you'll see the Analytics tab from your client list dashboard when it's live for your practice! Check out our help article for more info.
Other Improvements
Added a percent complete tracker to organizers so you can see at-a-glance how far along your clients are with their information and clients can track their progress. Viewable for clients on the web and mobile app.
Clients can now turn a file upload into a question for your firm.
Changes to client details are now tracked in the activity log.
Client notes now open by default in the Client Info section of the close page.
Bug Fixes
Fixed an issue where the Practice Email was not appearing in Settings after connecting.
Fixed a bug where file uploads on inbound questions caused duplicate “Question:” lines in the notification email.
Fixed a bug preventing users from sending emails when accessed from a close task.
Fixed a bug where non-transaction question assignees did not display in the Chrome extension when assignable questions were enabled.
Fixed a bug where metrics visuals were not visible.
Fixed a bug where COGS values were showing up inverted in P&L drilldowns.
Fixed a bug where metrics for cost of goods sold were broken.
Fixed a bug where adding organizers during client creation did not work.
Fixed a bug preventing client logins to the portal.
Fixed a bug where the bank feed connection failed and accounts showed as blank or never loaded.
Fixed a bug where credit card accounts were not tied to any account and couldn’t be re-added due to duplicate state.
Fixed a bug where the client logo in published reports was displaying incorrectly as ‘client logo’ instead of the actual image.
Fixed a bug where financial reports failed to load on the mobile app.
Fixed a bug preventing finalization of the practice phone number selection.
Fixed a bug where the organizer download excluded client responses.
Fixed a bug where file uploads triggered a “failed to move item to transactions” error (QBO).
Fixed a bug causing URLs in task descriptions to no longer render as clickable links.