Feature Requests

Sometimes I think of a one off task I want to add to a client, but I don't want to have to leave what I am doing to go add it. If we could have an "Add task" button on all screens no matter where we were and we can select which client it goes to, that would be great!

It would be great if, when a close is moved to a certain status (i.e. "Done"), the user was given the option to automatically close all incomplete tasks.

I'd love to be able to include additional reports that I create outside keeper. Ideally, they would be added to the end of the report package. These are unique reports that my clients specifically request. I make them in Excel and export as PDF. Thanks!

We need to edit 200+ client due dates from 3/15 > 9/15 once they have been extended. Currently each one needs to be edited manually.

Have an expiration or even a "last" uploaded date on W9s to track how old a W9 is. Ideally, we would like an option that would allow us to prompt for a new W9 every year (because companies change entities, move, get bought, etc all the time).

Oftentimes we need to zoom into a receipt and add those details on the right side of the receipt editor. Right now we have to zoom in, then click out of the preview to type, and then click back in to the preview and zoom again. We need a way to zoom on the left and type details on the right simultaneously.

Currently the row will only turn green if all tasks including custom tasks are done. therefore we dont really see visually if the month end is completed as we may have recurring tasks in general and then never see the entire row green. I would like for custom tasks to not be part of that equation so i can see my row green :)

We have lots of clients for tax season and our preparers frequently toggle back and forth between clients. We'd prefer to enter time as a flat duration and date instead of a start time and end time.

I'd like to be able to batch asking the client the same question in QBO instead of asking in each individual transaction.