Feature Requests

I'd like the option to add a client contact so they can upload receipts and be permanently mapped to the client, but not receive the weekly reminders or see the rest of the portal. This would be great for situations where employees upload receipts, but only the owner/manager responds to portal questions.

Multi-level sorting in task view. For example, sort first by client name, then by due date. Adding the ability to group might work also.

Would love the ability to assign questions to more than 1 assignee as a number of clients will have more than one person that could help with a particular question. This helps get information much faster and reduce any frustration of clients saying so and so would know this answer. Being able to assign a question to multiple client contacts at once would be really helpful.

I love the ne look for that question area, but I'd like to still be able to edit them. I do that pretty frequently and it's frustrating if I now would have to create new questions and delete the old one as opposed to just editing it

Would like some additional options with the communication notifications. When actively using the system to communicate with team members, it would be helpful to have that be more pronounced than a subtle bubble number change in the corner of the screen. Sound notifications, system banners, etc.

Really need to be able to map an email that comes in from a non-Keeper contact to a client's inbox. For example, emails from their CPA, vendor, an employee of the client, etc. etc. Even if we were to add all the possibilities (which is completely unreasonable) as contacts, when someone new -- and so not already a contact -- emails, we don't have a way to add that email to the client's inbox since they're not already a contact.

Can we please move Process 1099s to its own section. Don't need to see that every month.

It would be lovely to have the option to turn off this column to prevent team confusion, similar to how you can turn off/on 'time-stamped balance'

There's currently only 2 options in the bulk editor: update assignee update status I'd love to add/update due dates for the tasks