Feature Requests

Seriously, it can be greatly improved by the creation of a new tab, "reviewed", which places all "Yes" and filled out answers away from those which are still "unfilled out". In short, when I have answered "yes" AND filled out address+EIN/SSN, the entry does not need to stay in the "For Review" tab. It's already reviewed! I mean, call it "Reviewed", call it "1099's to be sent", just get filled out entries out of the "Reviewed" tab once they are complete. Thank you, John Thornton BookkeeperSA 210.660.8064

It would be super helpful to be able to give deadlines to questions we ask our clients so they are answered in a more timely manner. Maybe even giving them a red color like our closing tasks when they have passed the deadline.

When a single explanation can answer multiple transaction questions, it would be preferable to send the client one question, while still being able to view all the questions when updating in Double. For example, the client has 10 different transactions with the same vendor. Currently, the client will need to answer ten questions, all with the same answer. If we send them only one question on one transaction, then we will have to remember that there are other transactions that need to be corrected based on this answer. It would reduce clients' "answer fatigue" if we could send them only one question for all 10 transactions and make the correction of multiple transactions easier on our side as well.

Instead of the client needing us to text them that new messages are in the portal, they get an app notification based on our notification settings (so it’s not immediate and annoying) for them that pops up on their device letting them know there are messages.  This cuts down on the need to use the link or the extra steps to log in especially if they use a pswd manager with SSO. We can also have it set to keep reminding them at set intervals if they don’t respond.

When a client asks a question through the portal, add the ability turn this into a task.

Currently the client can only answer a question or reassign it. But sometimes they don't need to do either. They just need to see it and mark resolved or read. I thought we had this ability before. Can we add it or add it back?

It would be awesome if clients could respond to transaction and non-transaction questions via text and they would update in Keeper. Some clients have a hard time getting to the computer to respond to questions. If they could respond on the go via text, I think they would get me answers sooner.

I think clients would respond faster if they could see question details when they get a Double email notifying them of portal action items. Maybe when we set up recurring reminders, there could be an option to display a list of questions or leave as a "you have questions in the portal" note?

I just realized TO MY HORROR that every contact listed for a client has been receiving the weekly automated reminders even if they don't have file or financial access. This means that the restaurant employees that I had to add as a contact in order for their texted receipts to be mapped to the correct client have been getting emails asking them to log into the client portal to answer questions. It's embarrassing. Please please please let us select specific contacts for questions and reminders!

When asking a client a question, it would be great to be able to include a screenshot in the chat area. Uploading/downloading a quick screenshot as a file is a bit old school these days. The ability for them to see it in the flow of a conversation would be great. It's great that the bank lines are there, but sometimes we need more context, but this is especially important for non-transaction questions.