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Client Portal & Communications (681)
File Reviews and Close Reports (417)
Management Reporting (218)
Workflow / Task Management (646)
Collaboration / Comments (97)
Metrics (60)
Time Tracking (130)
Zapier (19)
Chrome Extension (27)
Other (323)
Country Support (7)
Receipts (156)
Tax Suite (38)
Emails (82)
Scheduled email improvements
Frequency options: weekly monthly quarterly annually
1
·
planned
47
thread in questions
ability to see dates of questions and responses in the thread
6
·
planned
84
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Allow client to choose the account, class, or customer of transactions in the Client Portal.
25
·
planned
279
P&L Filtered by Class or Location
It would be helpful if I could see the "total tool side" from Jan-Dec by month.
4
·
planned
165
Custom Automated Email Reminders
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)
15
·
planned
307
Demo Account!
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.
9
·
planned
349
Save Kanban view as the default option on the client list
Save the Kanban so when you go to a close and come back to the client list, you stay in the Kanban view.
1
·
planned
31
Keeper Certification Program
A program certifying you know how to use Keeper :)
7
·
planned
306
Remove an attachment added in error in the client portal
When a client uploads a file in the client portal, add the ability for them to remove it if they added the wrong file.
2
·
planned
75
Move tasks from Close Template to Task Template
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.
6
·
planned
64
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