Feature Requests

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.

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'

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.

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.

It would be nice to be able to change the order of the columns in the views.

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.

Right now, if you want to move and/or assign an email to a Gmail label, it's only possible when in the overall email dashboard. It's really clunky not to be able to access those same labels when in the client's email history.

I'd LOVE it if Keeper had variable fields for recurring non-transaction fields. Example: for requesting bank statements, the variable could be "MONTH -1", so the recurring question would be: "Please upload the [MONTH -1] Chase bank statement". If the question was set to recur every month on the 1st, on March 1st Keeper would post a question saying "Please upload the February Chase bank statement".