Feature Requests

Let each user integrate their own emails so any emails sent from them come directly from their email address rather than one practice email.

A program certifying you know how to use Keeper :)

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)

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

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.

I could see my clients loving to be able to log in, and view their financials in your interactive format we use for month end review. Particularly my client who can have between $400k - $1M in outstanding invoices at any moment. If he could come into the AR list on his management report and expand on client, he'd be stoked.

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

Reporting improvement

When i have new team members working on a client, I'd want a way to manage the review of those tasks, rather than them marking it as complete. I'd love if it would be possible on a "Per-Client" basis (via a checkbox setting), if we could limit the Prepare to only be able to mark items as "ready for review" and then the "Reviewer" would be the only personal able to mark a task as "Done". I could see the benefits from a QA perspective.