Feature Requests

Option to rearrange columns as desired in the Client View. Example: We would like to have, preparer & reviewer, custom properties, and status to the Left of the Client Name and all the close columns to the Right. Possibly the option to decide if the close date is on the right or the left?

View all tasks on a calendar view

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.

Allow Close Tasks like the Transaction Review to be set up to repeat weekly or quarterly.

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

Without a calendar view for tasks, I use the Client List dashboard to get an overall picture of what may need to be completed. I wish the color coding (white, green, yellow, white) worked differently. If something is due that day, in my mind it should be red. Right now, if I see in it red, I've already missed the deadline.

Automatically add new accounts added to QBO to the Account Reconciliation section in Keeper.

Ability for tasks to have relationships between each other. Ideally, we could set up dependencies where its apparent a task can't be done until another specific task(s) is complete. I.e. you cant do Cogs allocations until all transactions are coded from the bank feed. Or you can't perform inter-department allocations until payroll is posted.

Be able to copy a hyperlink that would lead to a specific client or section of Keeper.

I just built out the perfect close board for an already existing client in Keeper. I'd like to be able to apply this close to all my other clients and future clients when I add them to Keeper. So being able to click a button that says 'Add this client's close as a close template' would be nice.