Feature Requests

Be able to set up recurring automated emails to clients to remind them of things they need to do prior to month end. Bonus points if it can have variable triggers for the email to go out (date, dollar amount exceeded, etc)

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

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

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 :)

Set up a custom cadence for reminder emails by client as opposed to it being a Practice Level Setting (across the board).

Some client portal questions can be answered by multiple contacts (ex. multiple owners or office manager). It would be nice to be able to assign a question to multiple people. Once one of them responds, then everyone the question was assigned to would be able to see what was responded and by who.

Would love to see an integration so that all documents can be mirrored from Keeper to the Cloud File Storage software of our choice (Google Drive, One Drive, DropBox, etc)

Some times I need to send clients additional reports that Keeper doesn't generate. I would love to be able to add an attachment to emails sent to clients from Keeper.

Show a list of transactions in an account (such as a bank account) that have not been cleared. Oftentimes, expenses will get added from the receipt screen to a particular bank account, but they never actually come out of the bank account.

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.