Feature Requests

Option to hyperlink and embed links into text for client questions vs just pasting the full link

A way to pull a list of 1099 vendors across all clients in one report - With Client name as well. Right now, I have to go into each client close to get the list. One place for all of them would be awesome!

It would be great to have conditional questions set up so that client has to provide all the information needed and not just a basic answer that needs follow up. For example, if we ask if something is business or personal and they just reply with business, we have to do a follow up question (or explain in every question to include the necessary details, if business). With conditions, we could set up an additional question that pops up if business is selected. This way, client selects "Business", then they're immediately asked, "what was it for?" or if it's a new credit card, and they reply that it's business, additional questions continue in order to collect all the details needed to get the new card synced in QBO and have the login details needed, etc. It would guide clients through the question so they're able to provide the details we need at that time vs dealing with multiple follow up. Saving everyone time :)

I would like keeper to be able to send engagement letter to client for e-signature.

Current dropdowns are daily & weekly, but it would be amazing to be able to send daily client portal reminders as well. In addition, some users get confused and assume you can't select quarterly because that option isn't in the dropdown so extending the list of 'easy' options in the dropdown + adding a daily option would be very helpful.

Clients are in the dark when it comes to what W9's we have on file and which we are needing. It would be great to see a section in the client portal with a simple W9's on file _____ Missing W9's _____ While we request these from the client or vendor if the question has been responded to, they do not know the status. For example, if we request and email address and request from the vendor they think it's been handled when in reality it has not.

Within the portal allow clients to select (checkbox) notification preferences for email or text.

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.

Allow users to specify a default contact if assignable questions is enabled.