Feature Requests

Please allow for wrap text in the home screen title line so I can see the whole title without having crazy widths for tickboxes

Right now, if I update a single client property, it saves and updates the entire program, bringing me back to the main screen. I'd like to be able to update a batch of properties and then save the batch. I'm trying to do updates now and it's taking me freaking forever.

Our staff and clients who use a screen reader need Keeper to be fully accessible to JAWS and other commonly used screen readers.

Instead of being forced to use Keeper file system, would be nice if we could directly integrate into our Dropbox files or something similar. At least major filing systems.

Would love to be able to disconnect a client's accounting software from Keeper without having to archive the whole client, for those clients who are not on retainer bookkeeping but may have us on for non-monthly close tasks like payroll, sales tax, etc.

It would be extremely useful if we could use Keeper as our own searchable database to ask questions about SOP’s or client specific pertinent information (within each client to eliminate hallucinating and errors). I know there are separate apps to do this, but it would cut out duplicating it all.

Year to last month added to the financial column options on the Client List

It would be very helpful to have a search feature that allows users to filter or locate transactions by a specific word, character, or number within the description field

Practice Settings > All Client Settings > Worflows tab (download to csv option)

Elements on the close pages take up quite a bit of space on screen. It would be great if there were a more compact view to let users see more without scrolling as much. It would also be appreciated if pages would remain readable on windows with less width.