Feature Requests

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.

Allow organizers to roll forward answers in subsequent tax years

In the organizers, we would love to have the ability to have questions appear or disappear based on previous answers. Example: If we ask "do you have kids/dependents" and they say "No", hide all questions about kids name/ssn/dob as well as stuff about child tax credits, childcare expenses, etc. We don't want to overwhelm our clients with super long questionnaires if we don't have to.

We often talk to our clients before sending over onboarding or tax organizers, and there may be some questions we already know the answer to. By simply going in and pre-filling some of the questions, we give our clients the feel of a White Glover service, and they feel like they've been heard. Nothing hurts the client relationship like when we talk to them for 40 minutes, they sign on, and then our onboarding questions ask the same thing we already talked about.

Ability to make tax contractors tax only Keeper users rather than having access to the bookkeeping views and workflow for clients.

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

When preparing taxes, i don't want to set a due date for the "draft return" to be done until the client has completed their organizer. I don't want the task for "Review Return for Accuracy" to be done until the "Prepare Draft" has been complete. We need a way to make due dates dynamic so that we can properly manage tasks.

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.