Feature Requests

Allowing Bookkeeping only clients to have access to the Organizer would be amazing. It would allow a seamless process similar to Content Snare to grab all information and documents in a single questionnaire instead of the choppy question by question situation we have now.

I would love to see an improved user experience with the Firm side of Keeper. Features I would love: 1) Firm announcements. Non-client related announcement that can be sent out to the user's homepage that populates until dismissed. Examples such as firm wide upcoming deadlines. Company news. User birthdays. 2) It would be awesome if the Firm portion of keeper had an improved usability. We use the "notes" section of the firm app quite often and I feel it is quite hidden and could have a better UI. My ideal firm UI would have better information organizations so we could more easily have organized firm resources with hyperlinks & descriptions, firm training Loom videos, past bulletins and announcements, improved non-client-specific document storage. We ended up making a non-connected "Firm" client to store documents but find ourselves bounding back and forth between that and the firm tab. 3) overall just better user experience for the Firm portion of keeper to be a resources rich and organized system for owners & users to utilize with resources. There is lots of room for improvement as we find ourselves outsourcing this feature outside of Keeper when we would love to keep it in Keeper

1️⃣Add a General Ledger 2️⃣Add a Chart of Accounts 3️⃣Add a Vendor list with transactions: create bills, payments, expenses, checks, purchase orders, and vendor credits. 4️⃣Add a Customer list with transactions: create estimates, invoices, payments, sales receipts, refunds, credit memos, and statements. 5️⃣Add journal entries, bank deposits, transfers, credit card payments, recurring transactions, and batch transaction editing. 6️⃣Add inventory tracking. 7️⃣Enhance reporting features to include all of the above. 8️⃣Add integrations: Gusto, Shopify, Amazon, eBay, SaaSant Transactions, etc.

I love the new interactive financials in the client view. But we need them to see the footnotes (the CYA items we comment on) when they view those reports. Please make it so they we/they can toggle on and off the Footnotes. I personally would prefer to have them turned on automatically for all clients so they see all the outstanding items we are referring to.

Keeper is obviously built on a monthly close schedule but we have plenty of clients that are quarterly and annually closes. Some of our clients we do not close at all but act more as as-needed reviewers. Currently using Keeper it feels like you have to work around this. I would love for it to be much easier to assign these different close timelines to clients, and to organize them easier by close period, without having to make custom dashboards to omit clients or include clients. Too much upkeep

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

I wish I could receive just 1 email with a list of all receipts that were uploaded instead of 1 email every time a receipt is uploaded. It is just not necessary to receive an email every time clients are out purchasing stuff...

Sometimes there is a need to have reference sheets or worksheets be attached to the task. Right now if an attachment is paired with a task, it clears and detaches when the recurring task repeats. I'd love an option to keep this file attached to occurrences of the task.

I find that my year end closes can drag on longer sometimes even while I am still completing month end close for the same client. I would love a separate dashboard for year end close items that I can assign separate templates and tasks to that are specific to year end so that I can follow progress of year end close isolated from month end close.

We upload the Backup to each balance sheet (the recon, the work books, etc) that support our work. When the client reviews the financials in their new interactive format, we want them to also be able to see any supporting documents that we have marked "Visible to client" so that they can self service review the supporting documentation, and not bug us.