Feature Requests

I would like the option to receive a daily email for uploads to the Client Portal, rather than getting an email for every upload.

Ability to attach PFDs to messages (currently only jpg).

Option to rearrange columns as desired in the Client View. Example: We would like to have, preparer & reviewer, custom properties, and status to the Left of the Client Name and all the close columns to the Right. Possibly the option to decide if the close date is on the right or the left?

When creating a new non-transaction question to post to the client portal, the button currently says “Send.” This is misleading because it doesn't actually send anything to the client—it simply adds the question to the portal. It would be much clearer if the button were renamed to something like: Publish Post Add to Client Portal (which is already used for transaction-related questions) Updating this terminology would make the action more intuitive and consistent across the platform. Thanks for considering!

So, if I ask the chatbot for something that Keepr can't do, it could tell me there is already a feature request with X votes. The chatbot could also assist in creating new feature requests if they didn't exist.

When clicking "go to close" from a comment in the comments inbox, it takes you to the close page but does not open the specific comment. It would be helpful if it automatically brought you to the section/ comment instead of needing to search for it.

View all tasks on a calendar view

I onboard my new employees with training videos, but i'd love to have a Demo Account that the employees could practice their Keeper skills in.

URL Links are AMAZING! They allow for quick and streamlined communication! and access! I have Clients that have "Many" unanswered questions due to their workload. They often answer most of their open questions at one time, once a month. "Most questions are not urgent. But, Once In a While, Something is IMPORTANT and I would love to be able to send a quick Transaction Question URL Link to them." This will help them to quickly go to their Keeper (Client Portal) and answer a specific question. This will cut down on unnecessary back-and-forth correspondence outside of the Keeper Portal. "I also keep detailed notes and would love to add URL Links to certain individual Transaction Questions for quick access instead of scrolling through tons of Answered and/or Unanswered Questions."

Looks nicer to have the entire row highlighted in green when the close status is changed to "Done," even if not all of the tasks are technically marked done.