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Client Portal & Communications (582)
File Reviews and Close Reports (380)
Management Reporting (190)
Workflow / Task Management (555)
Collaboration / Comments (75)
Metrics (51)
Time Tracking (97)
Zapier (16)
Chrome Extension (22)
Other (283)
Country Support (6)
Receipts (133)
Tax Suite (32)
Emails (55)
Custom tasks: bi monthly on specific dates
twice a month task be set to specific days of that month
0
9
Calendar view for tasks
View all tasks on a calendar view
38
·
under review
298
Tasks
On the Tasks page, please make it possible to sort by any column. We are not able to sort by Workflow, Section or Status.
0
5
Enhanced functionality of Firm Tasks
Ability to create individual private task lists. Ability to assign tasks to team members that can only be seen by that team member and admin. Ability to move firm tasks between sections.
5
88
Multiple task assignees (reviewer sign offs)
Add the ability to assign multiple users to Keeper tasks.
6
·
under review
245
Copy file to multiple close tasks at one time
It would be a lot less clicks if in the uploads inbox, we can attach one file to multiple tasks in a close by clicking all tasks we want to add them to and then link instead of having to go back, choose copy to, choose where, filter by task, etc.
0
11
Task List - Add a Screen Shot and or Add Image/File
It would be super helpful to be able to add a screenshot or file to a task within the close page. Using text or links to third party programs isn't always the most efficient way of sharing how to do something.
0
1
Ability for document to roll forward with task
Would it be possible to have a document that rolls forward with the task? Items such as PDF amortization schedules that we have to continuously look at monthly to make sure they agree.
4
56
Update account reconciliation task names when the account is renamed in QuickBooks
6
·
under review
103
Calendar Integration
I'd like to be able to integrate Keeper with my Google calendar for certain tasks, such as payroll and bill pay related tasks.
4
89
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