Feature Requests

From the Prepare 1099s, allow users to bulk select vendors and then bulk ask the templated client question 'W9' requesting that W9.

Allow us to set the request for W9 from a vendor to send automatic reminders until they respond. In addition, allow for warnings for vendors that have not completed them.

Let each user integrate their own emails so any emails sent from them come directly from their email address rather than one practice email.

Allow client to choose the account, class, or customer of transactions in the Client Portal.

It would be nice if we could archive past announcements, so they're still available for clients to see/view instead of having to delete them entirely when we need to post a new announcement, or keep adding to the current announcement. I try to keep announcements brief, so having one long, unending list of announcements is not ideal.

Add a Project Column to have the ability to Edit Customer/Projects on Keeper

Metrics and graphs of client financials in the Client Portal. The purpose of this feature is to give the clients easier access to their financials and give them one more reason to go in and answer your questions :)

Request Certificates of Insurance from Vendors (Construction) similar to W9 requests. (general liability, workers comp, auto policies)

For these type questions, once a response is given on these, the title or 'Subject' disappears in both the list of Questions and the communication thread. It would be VERY helpful to keep the Subject visible always on the list of questions (like email) and at the top of the communications thread when a particular question is selected. This would help us to quickly identify ones that we are trying to address at any point in time.

Looking for a way to either export an expense transaction list to the client or a way for them to review their P&L by vendor.