Feature Requests

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

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

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

When you have a significant number of clients in a view on the client list page, it would be great if the top row would or could freeze so that when you scroll down you can see the column headers. This feature would be great!

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.