Feature Requests

We need an app so we can assign firm tasks and client tasks on the go - similar to Monday.

We need an app so we can assign firm tasks and client tasks on the go - similar to Monday.

Can we put the client comments not only in the memo but also in the description box? Preferable as a first sentence so they are visible in transactions report.

It would be incredibly valuable to have a true “global search” feature, possibly enhanced with AI, that allows users to search across either an individual client portal or the entire firm. The ability to search keywords across internal comments, client communications, files, vendors, transactions, tasks, and other records would significantly improve efficiency. Team members could quickly determine whether a topic has already been discussed, locate historical context, or find supporting documentation without manually digging through multiple areas. This would be especially powerful for onboarding new team members who are learning client histories. Instead of relying on tribal knowledge or spending hours searching, they could instantly access relevant conversations and information. A centralized, intelligent search function would reduce extra work, improve response times, and make firm-wide knowledge far more accessible.

It would be amazing if we could print comments. Or at least print to PDF so we can save a copy of them. We use the comments to keep a running thread of notes when we have to keep following up on issues (most recently with QBO support) so being able to print this off would be super helpful when it comes time to provide information to the client about all the communication that we have had on their behalf and how many times we have reached out on their behalf, what we talked about, etc. Since they are in order and are date/time stamped, we love being able to have this trail but it would be amazing to be able to have that documented somewhere in a hard copy should it ever be needed.

I know Keeper doesn’t automatically add client comments, but I’d like the option to enable that feature. It would be really helpful since sometimes my staff or even I forget to add the comment manually, and then it ends up getting lost forever.

Each month, the internal comments die with the close (without having to click back though). Some accounts, like a random personal loan or something may never have a statement to accompany so if we can mark that on the comments on the Balance Sheet inside the close but that stays present on every close until removed, that will prevent the same questions every month on something that rarely changes. Thank you!

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.

Would love the option to comment internally to another team member on items in the Client Uploads section.

There needs to be a chat section for direct customer conversations and notifications. It is hard to get customers to respond to emails. Both sides need instant notifications and communication. A quite space if you will for communication to clients.