Feature Requests

When a client asks a question through the portal, add the ability turn this into a task.

Currently there is a notification email every time a client uploads files via the portal's client upload inbox. We need an option to disable that email notification if needed.

Allow setting manual log-in as default for clients. The magic link takes too many steps. Especially for those of us who use password managers, it’s much easier to just do manual log-in.

I have my ask transactions set up in QBO as Ask Sara or Ask joe. It would be great if I could map these to a specific contact in Keeper so I didn't have to select the contact on each ask transaction

Allow clients to filter by date of transaction in the portal. Especially helpful for multi-year cleanups. Bonus points if users can dictate which filters are available as some clients are more comfortable with software than others.

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

Can this Tab be renamed to Communication for Us or add another tab - there is no location for a client to send us attachments each month that are not related to a questions.

Ability to respond to question in email and have that recorded in Keeper instead of having to open Keeper, find question and respond there.

It would be great to have a client portal tab up on the top of the homepage so you can go in and see the list of clients that have responded to your questions rather than having to click on each client and then scroll down to the questions section. A notification tab of sorts