Feature Requests

Would love the ability to assign questions to more than 1 assignee as a number of clients will have more than one person that could help with a particular question. This helps get information much faster and reduce any frustration of clients saying so and so would know this answer. Being able to assign a question to multiple client contacts at once would be really helpful.

I love the ne look for that question area, but I'd like to still be able to edit them. I do that pretty frequently and it's frustrating if I now would have to create new questions and delete the old one as opposed to just editing it

I'd LOVE it if Keeper had variable fields for recurring non-transaction fields. Example: for requesting bank statements, the variable could be "MONTH -1", so the recurring question would be: "Please upload the [MONTH -1] Chase bank statement". If the question was set to recur every month on the 1st, on March 1st Keeper would post a question saying "Please upload the February Chase bank statement".

My clients are not sure if their uploads are successful or not, which results in multiple uploads of the same document. They use the website and phone app. It would be great to have a "Success" or "Upload Complete" when the uploads are successful.

Please add a batch action feature that allows users to select multiple receipts from the Client Portal and match them to transactions in QBO with a single click

I love the concept of the "Tax return tracker" so clients can easily see the status of this work. My firm doesn't actually offer tax prep services, but we work closely with CPAs to prepare the books for the year and then hand off for filing. We also work with many nonprofits and will work with auditors on the annual audit and 990 filing. I would love to be able to update the language/wording (both on the firm and client portal sides) to reflect this type of work more accurately. For instance, if my nonprofit client wants to know the status of our year-end review and audit support work, I would like them to be able to click on what is now called the "Tax returns" section of their portal but instead have it be called something like "Year-End Review & Audit Support." And the rest of the language/wording/statuses on that tab to be customizable to those types of services as well. the same goes for our small business clients who do need to file taxes, but instead of the portal language indicating that we are filing the tax return, it would instead reflect the work we do in collaboration with CPAs to make sure the year-end work is complete, wrapped up, and handed off. It would be great if we could have similar status trackers for things like: -monthly close & reporting -sales & use tax filings -business compliance tasks (annual registrations, licensing, etc.) -ad-hoc projects (bookkeeping cleanup, employee onboarding, new account registrations etc.)

I could see my clients loving to be able to log in, and view their financials in your interactive format we use for month end review. Particularly my client who can have between $400k - $1M in outstanding invoices at any moment. If he could come into the AR list on his management report and expand on client, he'd be stoked.

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)