Right now, the Firm Tasks page functions primarily as a task list. I’d love to see this expanded into more of a “Practice Page” where firms can house practice-specific resources that aren’t tied to a single client. Examples might include educational materials, non-client SOP templates such as employee onboarding templates, and other firm documentation needed to run the business. In addition to be able to create templates, we need a firm document archive to store firm documentation such as contractor agreements, NDAs, etc. In other words, a central hub for firm-wide resources—rather than scattering these across outside tools—would make Keeper a more complete solution. Having one place inside Keeper for both client work and firm operations would streamline practice management, reduce tool-switching, and give teams a single source of truth for running the business.
