Feature Requests

Right now the Practice/Firm Signature is the same for everyone who sends from the shared inbox. Please add a way for the shared inbox signature to include the person who sent the email, so it’s documented on the message.

it would be helpful if we have the ability to send an email attachment to the client uploads section. There are some clients that we don't need the receipts feature for, as we are attaching receipts after the fact rather than using receipts to create transactions. Also, the ability to print an email to PDF that can then be sent to the client uploads section, as there are times when there is no attachment, but something within the body of an email that could be attached to a transaction

Right now it defaults to downloading when I really just need to open it & review for additional context most of the time

Only able to archive emails at this time.

Right now, the practice name is always listed as the sender if the inbox is linked to a practice inbox. Need the ability to change/edit/customize if needed. The workaround right now is to connect the email as a personal inbox, which isn't ideal.

Currently, in the Inbox tab, there's a static Your Inbox, Sent, Drafts, & Archive even if this isn't connected. This gets incrediby confusing for teams, so it would be helpful to be able to hide this if it's not in use

I'd like to be able to attach more than one email to a specific task. Currently, you can only attach one email to a task. You can attach the same email to multiple tasks, but not the other way around.

I love to organize my emails into folders within Google, so being able to drag and drop them into their labels in Keeper would be amazing!

In the webinar today @Ben Stein said that they added a Merge Tag to list all open tax organizer tasks. Please add the ability to list ALL open bookkeeping questions as well. A bonus for filtering and sorting listed tasks.

When sending a message via the client's portal, the previously used email addresses and attachments do not clear when sending a new message. Please allow the draft to be blank, and remove previously sent attachments. Also, would like to be able to click open/ preview attachments when drafting a message.