In-app Client chat | Feature Requests

In-app Client chat

Christopher Roth

There needs to be a chat section for direct customer conversations and notifications. It is hard to get customers to respond to emails. Both sides need instant notifications and communication. A quite space if you will for communication to clients.

June 5, 2022

Richie Mae Espanta

I love this and I would pay for it if they have to charge for this feature as an upgrade just so I can get rid of TaxDome.

Kirstie Gray

Yes Please.

Cortnie Grno

I think the Mobil app and having this in the client portal would be great!

Meagan Smith

Yes please! 🙏

Grace Lewis

Merged in a post:

Chat with Clients

Hannah Heinrich

It would be great to have a spot just for chatting with the client.. Not something they would get emails for but a place to say things like "thank you for your prompt response".

March 18, 2024

Accurate Books

I think chats & video meeting capabilities would one day be a real game changer - imagine hosting your client meeting right in Keeper and going over reports, making live edits, and even setting up tasks for things to do later.

Margarita Bartha Nikolova

It would be great! Similar to what TaxDome or Slack has.

Tiffany Bogle

yes! What would be great is if it could mimic Slack. I would love to move everything from Slack and other apps into Keeper - "one app to rule them all" - but it would have to allow full communication (we don't use emails ever) over separate channels, mention team member/client, etc.