Overview of the Task Suite
Make sure to upgrade to the Client Portal 2.0 in order for your published organizers to be viewed in the client portal.
Tax Tasks
Tax tasks are any tasks you do as part of the annual tax return preparation process, from sending out initial information requests to reviewing and filing the return.
Assigning tasks and due dates / how tax tasks repeat
All assignees and due dates will repeat when you start new tax returns.
For example, if you're working on the 2024 tax return, and you've assigned a task to User A and made it due on April 15th, 2025 when you start the 2025 tax return, that task will be assigned to User A and due on April 15th, 2026.
You can assign tasks and due dates in two ways.
You can manually choose a due date or assignee for each task by clicking the pickers on the task.
Or, you can bulk-add tasks or assignees to all tasks in a particular section by clicking the (...) menu on the right side of a section.
Sections
The tax suite comes with pre-defined sections:
General (a custom task section). | See Custom Tasks |
Gather information | Work you need to do leading up to kicking off the tax prep work, including sending out engagement letters, sending out organizers, reviewing prior year tax returns, etc. |
Financial review | Where you can review your client's Trial Balance, Profit & Loss, and Balance Sheet - See Financial Statements. |
Prepare tax return | For tasks encompassing the preparation and review of the tax return. |
File tax return | For tasks related to filing and completing the return project. |
You can also rename, reorder, delete, and create new sections from your section manager in your settings.
To get there, click the gear icon in the top right corner (⚙️), then click the Sections tab.
Creating new tasks
You can create a new task by clicking the Add Task button below each section. Clicking Add task will allow you to create custom tasks with custom names, descriptions, and subtasks.
You can reorder all tasks by dragging and dropping them.
E-Signatures (Plus optional KBA verification) ✍️
Our new E-Signature feature streamlines the process of sending, signing, and verifying documents electronically. In addition, you can optionally enable Knowledge-Based Authentication (KBA) for enhanced signer identity verification. This guide walks you through the steps to create and send an e-signature request.
Accessing the E-Signature Feature
First, ensure that your Tax Suite is enabled. Need help with this? Reach out to sales@keeper.app
From a client's tax return page, go to the Client Questions area and click the new Signatures tab to access e-signature functionality.
Creating a Signature Request
Starting a Request: Click on Add Signature Request. (Note: Soon, you will have the option to create a request from a template.)
Name Your Request: Provide a clear title for the signature request.
Upload a Document: Choose the file you wish to have signed.
Review Fields: Certain fields will be pre-detected in your pdf. You will be able to verify the pre-detected fields and add new ones when you customize your document. Pro tip: Add your signers before customizing the document fields so you can specify who should complete the various fields.
Adding Recipients and Setting Signing Order
You can add as many signers as needed. For each recipient, enter their email address and full name.
If the signing order matters, check the box to "Set signing order" and drag and drop the recipients to set the proper sequence.
Customizing Document Fields
Select the recipient for which you'd like to customize. You can switch between signers without losing your work, but you will need to click the Save button before returning to the Signature request screen. Closing the pdf editor without saving may cause your fields to be reset.
Field Types and Customizations:
Customize fields to be required or read-only.
For read-only fields, you can pre-fill text (e.g., for a signer’s contact info, EIN, email, URL, zip code, etc.).
Supported field types include:
Text Box
Signature
Initials
Date
Number
Requested Image
Checkbox & Multiple Checkboxes
File Upload
Radio Button
Drop Down Menus
Stamp
Phone Number
Field validation:
Set validations such as numbers only, letters only, or custom rules to ensure accurate data entry.
Saving your pdf edits
Click the Save button to save your fields and return to the signature request page.
Clicking out of the pdf editor without saving may result in the reset of fields.
Finalizing and Sending the Request
After you've added your recipient(s) and customized your document(s), add an optional message to appear in the e-signature request email sent to your recipients.
Ensure all required fields are filled out.
Choose to either Send the signature request to the listed recipients or Delete the request if needed.
Recipients will receive an email with a link to open the signature request. If they have KBA verification enabled, they will follow the prompts listed below. If KBA verification is not required, they will be taken directly to the document.
If your recipients are also client contacts with portal access, they will see signature requests as an action item in their portal.
Once the request has been sent, you can revert to draft by clicking the three dots [...] next to the Send button. This will remove any signatures or fields completed by your recipients. You will need to resend the request if you need the document to be signed.
After the document has been signed by all parties, each recipient and the sender will receive an email letting them know the document is complete.
Client contacts can view completed requests in the Files tab of their portal.
Users can view completed requests in Files --> Auto-organized folders --> Signatures.
Note: Soon, you’ll be able to save as a template, which allows you to save a signature request layout and reuse it for similar documents across multiple clients.
Enabling KBA Verification (Optional)
Admin users can enable KBA to verify signer identity for an extra layer of security. To enable:
Select KBA signature required from the Role drop-down for each recipient you need to add KBA verification to.
Pricing for each KBA request is as follows and helps cover our cost of providing the verification:
US: $1 USD per signature
Canada: $1.40 CAD per signature
Australia: $1.60 AUD per signature
Ensure that each recipient’s email address is provided. You have the option to pre-fill the following details for each recipient following the KBA process. If not pre-filled, the signer will be prompted to provide these details during the KBA verification:
First Name & Last Name
Street Address, City, State, Zip Code
Date of Birth
Social Security Number
Once a signer successfully completes the KBA process, they will be redirected to the document to complete the required fields and sign.
Tax Suite FAQs
Un-publishing an organizer
To un-publish a tax organizer to the portal,
Go to Organizers > Published
From here, select the 3 dots
Choose Revert to draft
Reverting a published organizer to a draft will remove the organizer from the client portal.
Deleting an organizer
To delete an organizer draft,
Go to Organizers > Draft
From here, select the 3 dots
Choose Delete organizer
If the organizer is published, revert it to a draft first before deleting it.
Deleting a tax-only client
There isn't a way to delete a tax-only from the tax suite itself. However, as a workaround, you can do the following:
Go to Practice Settings > All client settings
Check Monthly closes to make the client populate on the client list
Go to the Client List > Default view
Delete the tax-only client from the client list
