Feature Requests

Option to rearrange columns as desired in the Client View. Example: We would like to have, preparer & reviewer, custom properties, and status to the Left of the Client Name and all the close columns to the Right. Possibly the option to decide if the close date is on the right or the left?

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.

It would be helpful to be able to assign multiple team members or roles to Close Status Notifications (ie when a status is 'Stuck' notify Person A, Person B and the Reviewer).

ability to see dates of questions and responses in the thread

We have been excluding Credit Card payments as needing a 1099 for a long time. PayPal payments are now excluded. I know this is new so the Paypal payments need to be excluded. Maybe I am in the wrong months to see this change in place.

Make it so that we can easily export our list of 1099 info into the format that is needed to upload into Track1099 and Tax1099.

Sometimes vendors will have Txs that need to be excluded from the 1099 that came through the bank feed (i.e. paid through venmo or some other means that shouldn't be included). Is it possible to add an exclude capability when you drill down to the transactions under a vendor in the 1099 area).

Don't worry about it for this year, but it would be great if we could map certain expense accounts to different 1099 forms. As expected, most of my client's vendors go to the NEC form, but I'd love to be able to map "Legal Fees" to the MISC Form Box 10, or interest payments to all the non K1 investors to the 1099 INT Box 1. I can do this manually, but tools like this would give me greater confidence my support staff is preparing them to file correctly.

Be able to email vendors directly from Keeper asking for a W9. THIS IS HUGE. I find that for about every 40 W9 requests i send out saying (Hi, we're the bookkeepers for XYZ....) one of those vendors ends up scheduling a consult with me to inquire about our services. To be able to send out the emails quickly with a professional format would be huge as it is essentially free marketing for our firms.