Feature Requests

Looks nicer to have the entire row highlighted in green when the close status is changed to "Done," even if not all of the tasks are technically marked done.

It would be helpful to be able to drag a task from let's say non-closing to pre-closing instead of having to re-type the task again.

Metrics and graphs of client financials in the Client Portal. The purpose of this feature is to give the clients easier access to their financials and give them one more reason to go in and answer your questions :)

During onboarding, when I have my client's attention, I would like to set up statements to import to Keeper from all bank and credit card accounts..especially credit cards. Currently some banks import statements at QBO, but credit cards usually do not have an option for a third party log in and getting clients to login and get statements for me is always a headache...I know it is a common bookkeeper headache.

View all tasks on a calendar view

Ability for tasks to have relationships between each other. Ideally, we could set up dependencies where its apparent a task can't be done until another specific task(s) is complete. I.e. you cant do Cogs allocations until all transactions are coded from the bank feed. Or you can't perform inter-department allocations until payroll is posted.

The ability to add QBO Custom reports to the Financial Package.

Be able to merge vendors in the Duplicate Vendor section. Right now you have option to inactivate.

Example: month over month

Allow Close Tasks like the Transaction Review to be set up to repeat weekly or quarterly.