Feature Requests

Allow automated reminders to be sent via text in addition to email.

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.

In version 1.0, I had a customized colors for my non-transaction questions where tagged items were color coded for priority.

It would be great if I can send a magic link directly to client so they don't have to try to login then go to their email for the link.

I would love if the client could upload a document and make a comment before the transaction goes to the answered tab. I only usually get one or the other. SO I have to ask a second question. PLEASE VOTE FOR THIS! :-) Easy client communication is an important selling point for me.

Add a standard file folder structure to the Client Portal to increase organization and flexibility.

New Portal - Restore ability to manually sort non-transaction questions so that high priority questions can be at the top.

I'd like to be able to add my email signature to the Keeper email templates. I can paste it currently but the format is wrong so it doesn't look the same as it does in gmail.

The ability to insert merge tag for last name in email templates. For professional practices that address their clients by their last name.

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.