Feature Requests

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.

Please add a way to edit the templated question in the 1099 task. Thanks!

Currently there is a notification email every time a client uploads files via the portal's client upload inbox. We need an option to disable that email notification if needed.

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

If I have a contact on several client portals, and I want to remove him from one company, my instinct is to go to that company's portal, and click the trash can next to the contact. Problem is that it will completely delete the contact from ALL companies. Can we "remove" a contact from a company rather than having "delete" be the option. I realize the fix is to go into the overall Client Portal Settings and remove the company under that contact, but that doesn't seem quite as intuitive.

I have my ask transactions set up in QBO as Ask Sara or Ask joe. It would be great if I could map these to a specific contact in Keeper so I didn't have to select the contact on each ask transaction

It would be nice to be able to highlight and change text color.

Allow setting manual log-in as default for clients. The magic link takes too many steps. Especially for those of us who use password managers, it’s much easier to just do manual log-in.

I'm having trouble with some clients submitting information in a timely manner. I think due dates would help both the client and me.