Feature Requests

I onboard my new employees with training videos, but i'd love to have a Demo Account that the employees could practice their Keeper skills in.

Include strong verbiage when sharing a template to the community that copyrighted materials should not be published and that it is a violation of both federal law and Keeper terms of service to do so. It is also the responsibility of the user posting it to confirm that the materials do not belong to anyone else prior to publishing them in a public domain. Currently there is not any verbiage discouraging users from sharing information that they have purchased for personal use to be shared within the template community.

I love the add client feedback to the transaction, however it gets lost in the memo field with all the bank transaction data. I would love to have this be added to the description line instead. This will keep it cleaner, and allow for high level P&L detail review. When a transaction looks out of place currently we have to click into the transaction to review the memo field. If it was in the description it would be noted right there in the financial review.

A program certifying you know how to use Keeper :)

It would be great to be able to have tags in the note section

I'd love to be able to create Folder Templates with subfolders. For example, I'd love to be able to create subfolders by month under certain folders.

Would like to have different client names for internal use on the client list vs client names on the management reports.

I have a couple clients who have Engagement letters with me, and then over time there have been addendums. I would like to be able to upload all of these agreements, rather than just having one file.

Looking for an alternative to QBO billing and other billing software - would love to centralize this in Keeper alongside workflows.

Keeper...in the dark.