Feature Requests

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

I'd like to be able to add my email signature to the Keeper email templates. I can paste it currently but the format is wrong so it doesn't look the same as it does in gmail.

Please allow for HTML email signatures. Keeper is the one place that doesn't allow for HTML email signatures and this negatively affects consistency of form branding.

Please add to the task bulk edit the option to edit due dates. Assigning task due dates each month is such a time suck! We have over 100 clients and going to each close and editing in each section is such a waste of time. We can't use the KPI's for closing on time effectively because we are using work arounds to schedule. Please implement soon!!

Frequently when making a question for a client, i want to include a screen shot. Will save us time if we can just do a screen snip/shot and then paste it as a file, rather than having to save it, then upload it.

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

If you accidentally send an email that hasn’t been opened yet, you can undo the send.

When a client asks a question through the portal, add the ability turn this into a task.

add new tags in-line with an "Add new tag" button