Whitelabel user side of Keeper
We (The Firm) do not get the same branded colors as our clients The client gets custom. The Firm gets Keeper purple.
I onboard my new employees with training videos, but i'd love to have a Demo Account that the employees could practice their Keeper skills in.
Views - Make all headers sticky!
I've added LOTS of clients to Keeper and I'd love to be able to still see my headers when I scroll through my ever-growing list!
Filter out archived clients in All Client Settings- Properties
Currently the All Client Settings - Properties list includes clients that have been archived. This makes it cumbersome to bulk edit properties. If would be great to remove archived clients from this page or at least be able to filter them out.
Bank Statement Fetching
During onboarding, when I have my client's attention, I would like to set up statements to import to Keeper from all bank and credit card accounts..especially credit cards. Currently some banks import statements at QBO, but credit cards usually do not have an option for a third party log in and getting clients to login and get statements for me is always a headache...I know it is a common bookkeeper headache.
Saved Views as Buttons
I love saved views, but find the drop-down box very clunky. I'd love to see something like a favorites bar across the client dashboard, or wherever there is the option to save views. Not only would this make it easier to toggle, but would make it faster.
Keeper Research expanded to State Agencies
Living in Washington State, I'd love to see Keeper Research updated to answer DOR questions. There is a lot of information online, but finding it and making sense of it is very time-consuming.
Improved "Search Clients"
I utilize saved views, but it drives me a little nuts that the search clients only searches those clients in a saved view. Often I'm in a specific view, but then want to pull up a client that is not in that view. I'd love to be able to search and pull it up easily, but instead I'm forced to switch views to one that shows that client and then search for them. Not sure if anyone else runs into this, but seems like a simple fix that would be super helpful.
Easy Access To Notes
I use Notes often and would love to see it moved next to Comments on the client page to save some clicks.