Feature Requests

Example: Two employees with the same Initials Two employees who want to change the color of their dot with initials Other additions: Profile pictures Nicknames

Can you add 1099-INT, 1099-DIV, 1099-R, and other less common types or even an Other type so that it is flagged.

Often, I write notes and forget to click save. Or I click out of notes to grab a link or view something else pertinent to the notes. If I don't click save, everything I updated disappeared. It would be nice to have them auto save.

I have clients in Xero and would love to be able to add them here with API sync etc!

Having the ability make Property Types that are dollars and percentages would be super helpful!!!

Please add select all and deselect all options in each column’s filter on the client list screen.

Offer an open API for Keeper

There needs to be a trash bin where deleted files can be recovered for a specific period of time. Right now when files are deleted they simply disappear into the abyss.

Robust document organization and storage for receipts/attachments/other files. Or an integration with Google Drive / Dropbox / Box.

Include strong verbiage when sharing a template to the community that copyrighted materials should not be published and that it is a violation of both federal law and Keeper terms of service to do so. It is also the responsibility of the user posting it to confirm that the materials do not belong to anyone else prior to publishing them in a public domain. Currently there is not any verbiage discouraging users from sharing information that they have purchased for personal use to be shared within the template community.