Feature Requests

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 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

There should be an option to select multiple transaction question attachments and bulk download them from the question itself.

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

For some clients we are in contact with the business via multiple people for different purposes. In order to successfully use/store keeper emails/ client portal we utilize multiple client "contacts". I would like a field to be able to describe their job description aka who is the owner, who is office staff, accountant, etc

The ability to create standalone reports (separate from the Month End reports) to share on the client portal (i.e. Uncategorized Report, Budget vs. Actuals, etc.)

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.

Ability for internal users (bookkeepers, admin, etc) to fill out the organizer for a client. Naturally I am hoping to get this info from the client but sometimes I get the information verbally and would like to fill out the organizer myself. I love that it gets stored in Keeper though which is why I still love the feature!

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.

If we could turn on a setting where we could start the timer and it would change who the time was assigned to as enter or click on the different clients it would be extremely helpful so that we don't have to stop and start the timer as we work on the different items - maybe even if a note would pop up when we change to enter what we are doing but if not, we can go back later, especially when we are just working on a close.