Feature Requests

Mobile web version of the firm portal. I am not always at my computer, so if I wanted to check something or add something, I could then vs waiting until I got home.

Often, I write notes and forget to click save. Or I click out of notes to grab a link or view something else pertinent to the notes. If I don't click save, everything I updated disappeared. It would be nice to have them auto save.

Add the quick add menu to quickly create tasks, files, and client notes from anywhere in the app

Sometimes there are vendors who require rules that are for the opposite condition. For example: I have a vendor that if a bill includes the account number XXXXX, it needs to be classed a certain way. But, It would be great if we could make a rule so its the opposite of that can apply to any invoices that DONT contain XXXXX. Making rules more dynamic will make our workflows faster and more efficient! Thank you!

I would like a close for when I first onboard a client so that I could easily see all the onboarding tasks open and completed. I currently am using onboarding as a section and I do not like using it this way as I can't hide it individually per client when I am done. I would like a progress bar for this too.

Some of my clients require a detailed Income Statement to review purchases made, but when adding the client's comments to the memo, it does not show up on the report in QBO. It needs to be connected to the Expense Description. This would be HUGE! Right now, I'm having to spend hours going through transactions and copying the client's comment to the description on each expense.

A program certifying you know how to use Keeper :)

During onboarding, when I have my client's attention, I would like to set up statements to import to Keeper from all bank and credit card accounts..especially credit cards. Currently some banks import statements at QBO, but credit cards usually do not have an option for a third party log in and getting clients to login and get statements for me is always a headache...I know it is a common bookkeeper headache.

For firms managing a large number of Xero clients, it can be frustrating to handle workflows differently between Xero and QBO due to staggered release schedules. One of Keeper’s biggest advantages is helping make the GL less visible and creating a unified workflow across both platforms. Enhancing parity and release timing between Xero and QBO features would help firms maintain a consistent, seamless experience for both their team and clients.

I'd love to see the ability to invoice our clients and process payments within this platform as well. I use Financial Cents and they offer that with their service. Theirs works very well. You might try to copy their offering.