Feature Requests

Only those with the full tax suite have access to e-signatures, but I'm sure users would be willing to pay an additional cost to avoid having to have a separate software just to collect signatures. Ex: Used in sales process, renewal agreements, ACH authorizations or payment changes, etc

We have the ability to make our own tax return statuses which is great in the list view and sorting. But it would be much better if in the column view that we could both see what returns are in each status and also be able to drag drop them to a new status.

We need a way that would allow us to update the e-mail of a KBA signature request without having to redo BOTH???

When a document is signed, it doesn't come through and tell us which client it was for. It also only notifies the person creating the signature request. This is a problem for tax returns because the other team members working on the account don't get notified that the document is signed. This slows down the tax return process. Please notify the entire team assigned to get notifications on that client. Also tell us in the email which client it is.

Enable/disable both monthly closes and tax suite options in Practice Settings > All client settings

Requesting to have the ability to add prior year tax returns before 2020 like say back to 2017 as we have a few multi-year clients that we are working on amendments or getting them caught up and have to revert back to our prior system for those prior to 2020.

We are now using keeper for taxes, but now our bookkeeping team will go in and ask the client questions, as will our tax team. Those all get intermixed and its confusing as to who on which team should respond to which ones. We need a better way to separate all of those so the tax team can do what they do separately from the BK team. Also, with the advent of tax suite, "Non Transaction Questions" feels like a bit weird when i want to give them FYIs about their taxes, upload documents for them to review, or push other workflows to them.

We need to be able to better discuss and assign tasks based on responses in Organizers. Example, A client just noted on their organizer they file taxes on Accrual basis, but their past returns are on Cash. I need my staff to have a mechanism to chat with me about this, flag it, and bring it up to the client. Bonus points if we could discuss those items with the client in keeper on those items.