Feature Requests

Include Journal Entries in the Vendor totals for the Prepare 1099s report.

It would be awesome if clients could respond to transaction and non-transaction questions via text and they would update in Keeper. Some clients have a hard time getting to the computer to respond to questions. If they could respond on the go via text, I think they would get me answers sooner.

Allow Close Tasks like the Transaction Review to be set up to repeat weekly or quarterly.

I know Keeper doesn’t automatically add client comments, but I’d like the option to enable that feature. It would be really helpful since sometimes my staff or even I forget to add the comment manually, and then it ends up getting lost forever.

Please add a way to edit the templated question in the 1099 task. Thanks!

Three things that would be awesome to have in the "Create Task in Keeper" action: Assign a User to the Task Add Attachment Add Task Description Choose Which Section You Want the Task to Be Added to Also, a new action that allowed you to update an existing task.

Allow file attachments on tasks to be automatically copied over to new recurring tasks.

Currently there is a notification email every time a client uploads files via the portal's client upload inbox. We need an option to disable that email notification if needed.

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

After you add a report under transaction review, payee/entity review, etc be able to edit the title and make notes.