Feature Requests

Be able to set up recurring automated emails to clients to remind them of things they need to do prior to month end. Bonus points if it can have variable triggers for the email to go out (date, dollar amount exceeded, etc)

Allow client to choose the account, class, or customer of transactions in the Client Portal.

Let each user integrate their own emails so any emails sent from them come directly from their email address rather than one practice email.

Would love to see an integration so that all documents can be mirrored from Keeper to the Cloud File Storage software of our choice (Google Drive, One Drive, DropBox, etc)

Set up a custom cadence for reminder emails by client as opposed to it being a Practice Level Setting (across the board).

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.

Some times I need to send clients additional reports that Keeper doesn't generate. I would love to be able to add an attachment to emails sent to clients from Keeper.

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

Several clients have expressed that the client portal would be more user friendly if they could check mark completed tasks. This way they would not have to provide a written response (ex. I ask them to download a file from the portal and to comment "Done" to mark the task as completed).

So reminders can be sent to certain contacts but not all contacts.