Feature Requests

Frequency options: weekly monthly quarterly annually

ability to see dates of questions and responses in the thread

Allow client to choose the account, class, or customer of transactions in the Client Portal.

It would be helpful if I could see the "total tool side" from Jan-Dec by month.

Be able to set up recurring automated emails to clients to remind them of things they need to do prior to month end. Bonus points if it can have variable triggers for the email to go out (date, dollar amount exceeded, etc)

I onboard my new employees with training videos, but i'd love to have a Demo Account that the employees could practice their Keeper skills in.

Save the Kanban so when you go to a close and come back to the client list, you stay in the Kanban view.

A program certifying you know how to use Keeper :)

When a client uploads a file in the client portal, add the ability for them to remove it if they added the wrong file.

Created super detailed checklists but accidentally added them as Custom Tasks in a Close Template, when they should actually be in Project Template(s). No easy way to transfer them right now -- AND it's not advisable to have two windows of Keeper open on templates simultaneously.