Feature Requests

There should be available pre sets for metric kpi's instead of having to build all of them from scratch. I.E. Net profit margin, debt-to-equity ratio, Accounts receivable and payable turnover, etc

Communicating with our team via chats is difficult for our firm. When an employee asks a manager a general question about a client via chats its difficult to track who's court the ball is in. Instead of only having "Open" or "Resolved" it would be much better to be able to pass the task back in forth so it can be resolved on my end but open on my employees end. If more is needed they can pass it back and reopen it on my end and close it on theirs. "Pass task back to Employee xxx" or "Tasks in your court" would be an awesome feature to better manage very general communication for situations that aren't able to be defined well enough yet to become and official task

My firm uses the Duplicate Vendor and Duplicate Customer reports often, and they work well. What would be even better (especially for clean-up clients) is a Duplicate Accounts report. So many companies have multiple accounts with similar names.

I dont know how you could do this but if possible it would save our firm lots of time and login complexity

Can we have a summary area to show how many questions are assigned to each contact? It could be helpful to see at a quick glance how many are unassigned, how many are assigned to each contact, and how many are still unanswered.

My team would absolutely love a calendar view. Not all of our work is based off recurring closes and we would love the ability to see which tasks are due on which days multiple weeks out in a calendar view. We would also love the ability to create basic events such as team meetings, etc

Looking for a high-level quality control view of all clients that would show a score or grade for how up to date and clean the books are.

We have several SOP we've developed, from how to run payroll for a particular payroll provider to how we use bank feeds in QBO. All our SOPs are accessible via a URL. It would be great to add a URL Link to tasks, so our team can just click a link from a Task in the Close screen to see the SOP the should follow. This would also make it much easier when onboarding new staff members, as the SOP on how to complete a specific task would be accessible right from the task itself.

Adding a task function to Keeper that allows me to assign adn collaborate with clients on action items I am assigning to them would be a huge game changer and add remarkable value to this product for both bookkeeping and other accounting/advisory services.

Our accountants are accustomed to setting background images or colors to Trello dashboards. During the onboarding phase, our accountants remarked saying, "Keeper is too bland." Wow... For the sake of the creative expression of our accountants, please add color customization capabilities to the main dash.