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April 13, 2023

Keeper AI Improvements
Keeper's AI now incorporates your client's transaction history and will search Google to decide how to code a transaction.
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Fixes and Improvements
  • Added Search in All Contacts Settings.
  • Added file counts to questions in the Client Portal.
  • Questions are now included in the search results when searching the Transaction Questions table.
  • Updated the default Start New Close year to 2022.
  • Fixed a bug that prevented some users from being assigned to Firm Tasks.
  • Fixed a bug preventing contacts from typing into the dropdown in the Client Portal to switch between client files.
  • Fixed a bug causing the "Start March Close" button to be cut off on the Client List.
  • Fixed a bug where hovering a completed close on the Client List caused the highlighting to disappear.
  • Fixed a bug preventing the Exclusion List in the Newly Added Vendors report from working.
  • Fixed a bug causing a client's name not