Feature Requests

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

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.

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.

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

ability to see dates of questions and responses in the thread

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 find that if I add more info to a report (like profit & loss), which makes the text size smaller so it all fit, if I remove info (for example show less months), the text size doesn't increase. It makes it super hard to read in tiny text when there is room for larger text. Is there a way for me to fix this?

Frequency options: weekly monthly quarterly annually

In version 2 of the "Start Timer" popup window, I'd love to have two upgrades in the future. The ability to add time manually. Whether that be by a start and end time, or better yet, by being able to say "30 Min", "1.5 Hrs", ".005 Fortnight" (Okay, maybe not that last one). It would be great if at the bottom of that popup, it showed our last 5 time entries, in case we need/want to edit them (ie, mark them billable, adjust the end time because we forgot to clock out, edit the note attached, correct the client it's tracked to, etc)

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