Feature Requests

Ideally, we could create a task and assign it to as many clients as we want at once. I.e. We want to assign a Non-Close Task to 25 of my clients to have a certain person go through and do a Employee Retention Credit qualification review. Or we want to do sales tax audits on 15 of our clients. It would save us a lot of time to create a task across multiple clients rather than having to create (or copy it to) each one separately.

I would LOVE if the different statuses could have different colors on the dashboard.

Have the ability to adjust the 1099 threshold. In particular, it would be nice to select $400 so any vendors that are getting close to the threshold / expect to get above $600 later can be flagged and tracked early

Allow automated reminders to be sent via text in addition to email.

Please the other types of 1099 filings as a choice in the dropdown menu with the 1099- MISC and 1099-NEC

https://www.loom.com/share/177dbe1554b1447daee9a1bfd665a162 In reviewing the P&L/BS, it would help if the headers and primary columns stayed visible. See Loom for details

I send questions to the office manager, but often they need to be assigned to the owner. I want HER to be able to reassign client transactions to the owner. As it is now, she tells us it is an owner question, and then we have to change it in Keeper.

Please reinstate the feature that allowed us to copy the client's answer to a question over to the description of a transaction. This feature was removed with the last update.

For task completion and other changes.

In version 1.0, I had a customized colors for my non-transaction questions where tagged items were color coded for priority.