I'd like to limit which users can access what information n Keeper. especially W9s in Keeper. To manage our internal controls, not everyone has access to SSN and EINs. We already limit this in QuickBooks as well.

Another piece would limiting hat the clients upload to Keeper under non transaction questions. This is where we remind clients to upload their bank and credit card statements. We like to redact the account numbers before sharing it with the team that reconciles the accounts.