Feature Requests

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

Several clients have expressed that the client portal would be more user friendly if they could check mark completed tasks. This way they would not have to provide a written response (ex. I ask them to download a file from the portal and to comment "Done" to mark the task as completed).

It would be awesome if clients could respond to transaction and non-transaction questions via text and they would update in Keeper. Some clients have a hard time getting to the computer to respond to questions. If they could respond on the go via text, I think they would get me answers sooner.

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.

I would like to be able to send my client invoices I create for their Customers in the portal and have them approve it. I tried just sending them the transaction and asking for the approval, but it didn't work since they couldn't see a preview of the invoice and any attachments. Plus it would be great if there was an approve/not approve option for them.

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

Create a template question to be available only for a specific client where you need to ask that question often.

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.

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.