Feature Requests

I want to see what tasks are and aren't done in each stage like "Document collections" or "Preparation". Allow us to add the section columns and see the "X/XX" tasks complete section.

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.

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.

When a new clients signs, we likely have organizers we want to collect info. We may even have multiple depending on criteria. Allow us to kick off organizers in a template so that we can get clients going the moment they start with us (for example, zapier could kick off that template when they sign a proposal in whatever proposal system we use).

For us to fully user Keeper for taxes, we need to be able to have clients sign documents via KBA. I know you already have this on your roadmap, but wanted to get a specific request in for KBA.

I'd like to see the date a client answered a question in a column in the questions tab. Currently, we can see the transaction date, the date the question was asked, but not the date it was answered. This would allow at a quick glance without having to click into each answer to see the date the client responded.

Allow me to explain. Right now, we can just have 1 tax return per year to track. However, i will do tax plans with some clients, that are not on the same schedule, and i want to walk that client through that process to completion. Right now, i'd have to just burry that in their annual tax return? What if we are doing both their tax return and tax plan at the same time? I can only have 1 status, so i don't know where i stand with both. So i'd love to have more "projects" under each client. One could be the tax plan, tax return, Entity conversion, etc. Thanks!

Looks nicer to have the entire row highlighted in green when the close status is changed to "Done," even if not all of the tasks are technically marked done.

It would be helpful to be able to drag a task from let's say non-closing to pre-closing instead of having to re-type the task again.

View all tasks on a calendar view