Feature Requests

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 :)

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.

I communicate with multiple users for one company. It would be great to be able to tell which user responded to my question in case I need to follow up with them outside of Keeper.

Add date and time details of each QA in client portal.

I send questions to the office manager, but often they need to be assigned to the owner. I want HER to be able to reassign client transactions to the owner. As it is now, she tells us it is an owner question, and then we have to change it in Keeper.

The "Files" view for clients gets very visually overwhelming quickly as time goes on because each folder is expanded and so the file list gets long. It would be great if the main folder headers (ie Account Reconciliation) are collapsed by default and client can click it if they which to view those files. I would also love reorganized the folder order so the Other Reports will be at the top.

Would like the ability to bulk move files from the uploads inbox to elsewhere in Keeper.

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

I have two client-contacts for one company. One of them answered the questions I asked. It would be useful if the second person has access to resolved/answered question and can see that these have been answered by the first person. This way they know that requested items were resolved (by their colleague/s) and can generally also keep track of their requests as well.

For clients with multiple contacts add the option to select which contacts are CC'd.