November 20, 2025

Group Organizer Slides Into Collapsible Sections
An endless list of questions in tax organizers can be intimidating to clients and hurt completion rates. Now you can group related questions into collapsible sections to make organizers feel more manageable.
Improve completion rates:
 Clients see a concise list of sections with progress counts ("3 of 10 complete") instead of an overwhelming list of requests.
Focused responses
: Group related questions like "Personal Information" or "Income" so clients tackle one topic at a time.
Easy setup
: You can drag and drop slides into and out of sections, and duplicate entire sections with nested slides to make building new organizers more efficient.
Collapsible sections are available in your clients' portals on the web and on the mobile app. Learn more about how to build and use organizers here!
*Organizers are available in our Tax Suite - to enable it for your practice, contact your Customer Success Manager or sales@keeper.app.
Other Improvements
Expanded the text editor for responding to a client question to make it easier to view text.
Added clarifier to "Due later" tab in tasks let users know this tab includes tasks due >7 days in the future.
Bug Fixes
Fixed a bug where a query caused requests to fail when loading data.
Fixed a bug where the QBO statement balance was syncing even when the setting was disabled.
Fixed a bug where newly uploaded files failed to display until a manual page refresh.
Fixed a bug where some recurring tasks did not change to “Overdue” on the client list as expected.
Fixed a bug where custom file review task columns would disappear from the table after filtering.
Fixed a bug where users were incorrectly allowed to delete tasks in the “In Progress” status.
Fixed a bug where label overrides caused column headers to be mislabeled in the client list.
Fixed a bug where the “Something went wrong” error message appeared when editing visuals in management reports.
Fixed a bug where certain files failed to display in the receipts inbox.
Fixed a bug where recoding transactions in Xero caused an error message to appear.
Fixed a bug where some deposits failed to post due to “Vendor not found in QBO” errors.
Fixed a bug where users received an error when adding contacts in the Practice-Level Client Portal Settings.
Fixed a bug where vendor credits could not be selected when creating bill payments in receipts.
Fixed a bug where firm analytics exports failed to download as expected.