Good morning! Do you have a timeline on implementation of this? I'd really love to see it by the end of tax season.

Can we get a status update on this, please?

Yes!!! We need this as we have clients who have sold businesses and still may need files for a few years. We also need it for other inactive clients. It would make sense to have all files and information archived instead of having to save these files in another place manually.

This is super important. Also the ability to reactivate them when they come back asking us to take them back :)

I believe this is planned. https://keeperapp.canny.io/feature-requests/p/archive-past-clients - Be sure to upvote that one!

This is so important for our annual review clients! We only work with them during one or two months of the year so getting billed for the whole year doesn't make sense. But we also need to keep the history of what they've share in previous years.

and also additionally, being able to connect an account to a non QBO account that you were using as an unconnected client, that then wants to become a connected client

additionally the option to reconnect to old keeper archived client once that is a thing if they come back to keeper.