Firm/Practice Mobile App | Feature Requests

Firm/Practice Mobile App

Cat Poehl

It would be super helpful if there was an app for the iPhone to sync all your tasks on your phone as well. Then you could see reminders/task deadlines on your cell phone and not just get emails and such.

December 1, 2023

Cortnie Fetzer

All other major tax applications have this it would be so nice! I have meetings n such outside the office when staff calls me I have to wait until I get back which creates more emails I want to just create the tasks when I’m on the go. Mobile doesn’t work tablet somewhat if I struggle through it. If u can get it mobile ready or tablet ready then that would be helpful

Grace Lewis

Merged in a post:

Mobile Website for Firm Portal

Dorothea Thomas

Mobile web version of the firm portal. I am not always at my computer, so if I wanted to check something or add something, I could then vs waiting until I got home.

January 5, 2026

Lauren Dozier

Yes please! It was confusing at first that the client had a portal app, but I did not.

Laurel Foster

Desperate for this or at least offer better mobile functionality via web browser on phones. The inability to even add a task from the mail section when mobile drives me crazy.

Grace Lewis

Merged in a post:

Mobile app for firm

Alex Pinto

It would be very helpful to have a mobile app similar to the client portal for the firm itself. This would also make it much easier to send emails via Keeper to take full advantage of the encryption feature.

September 17, 2025

Karen Burnside

https://keeperapp.canny.io/feature-requests/p/firm-practice-mobile-app

John Jones

YES PLEASE

Cindy Weeks

I am desperately wanting this! When I am on my phone (away from my computer) and I think of an important task, I am "forced" to use google keep or iphone notes, and then my thoughts / notes / tasks are in too many places. Please roll this out!!!!

Luke Rella

Please I need an app to add tasks easily from my phone as I think of them that are outside of the normal recurring close tasks. I am using notion for ad hoc tasks outside the close and would like to have this all in one place.

Sara Barnes

Android too please! I agree with what someone else said, I don't need to be able to do a full close from my phone. I most importantly need to be able to view and respond to client questions, next would be team communications (comments & tags), and a bonus if I can see my list of tasks that are due within the week.

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