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 :)

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 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.

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.

I often forget to hit that "Add to Memo" button, but I would love that info to be in QBO attached to the transaction. It would be great if we can set it to auto-add. Thanks!

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 nice to be able to highlight and change text color.

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

Add an option to automatically send an email notifying the client when asking new questions or responding to their questions.

I'm having trouble with some clients submitting information in a timely manner. I think due dates would help both the client and me.