Feature Requests

Option to hyperlink and embed links into text for client questions vs just pasting the full link

A way to pull a list of 1099 vendors across all clients in one report - With Client name as well. Right now, I have to go into each client close to get the list. One place for all of them would be awesome!

Allow Keeper to e-file your 1099s.

P&L and balance sheet names are confusing and would like to edit the names

When working out of a client's Prepare 1099s report, I want Keeper to show me when I have similar vendors between all of my clients, even if its a “suggested match”. As a bonus show me when vendor already has a w9 on file.

The ability to mark folders as visible instead of selecting each file so it populates for the client to see.

It would be great to have conditional questions set up so that client has to provide all the information needed and not just a basic answer that needs follow up. For example, if we ask if something is business or personal and they just reply with business, we have to do a follow up question (or explain in every question to include the necessary details, if business). With conditions, we could set up an additional question that pops up if business is selected. This way, client selects "Business", then they're immediately asked, "what was it for?" or if it's a new credit card, and they reply that it's business, additional questions continue in order to collect all the details needed to get the new card synced in QBO and have the login details needed, etc. It would guide clients through the question so they're able to provide the details we need at that time vs dealing with multiple follow up. Saving everyone time :)

Request Certificates of Insurance from Vendors (Construction) similar to W9 requests. (general liability, workers comp, auto policies)

When a new clients signs, we likely have organizers we want to collect info. We may even have multiple depending on criteria. Allow us to kick off organizers in a template so that we can get clients going the moment they start with us (for example, zapier could kick off that template when they sign a proposal in whatever proposal system we use).