Clients to comment while reviewing financials | Feature Requests

Clients to comment while reviewing financials

Heather Pranitis

I'd love the ability for my clients to review financials and comment in Keeper as doing so like they can with uncategorized. This would save so much time versus an xcel version.

November 17, 2023

Rachelle Swanson

I would love to see this too! I have one client that we use Google Sheets to comment and discuss line items on financials statements. She has 14 QBO accounts, so this takes up a lot of my time. If we could "have this conversation" in Keeper on the Financial Statement, that would be awesome!!