Keeper

Close the books in half the time

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Keeper is a comprehensive bookkeeping practice management software designed to streamline and enhance the efficiency of bookkeeping firms. By integrating various functionalities into a single platform, Keeper enables bookkeepers and accountants to manage client communications, identify and rectify coding errors, monitor key performance indicators (KPIs), and oversee their workload effectively. The software's seamless integration with popular accounting systems like QuickBooks and Xero ensures that financial data remains synchronized and up-to-date, facilitating a more efficient month-end close process.

Pricing of Keeper

Standard - Great for starting out

USD 8.00

Month

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File Review Reports
Client Portal
Management Reporting
Task Management
Unlimited Users

Premium - Best for growing teams

USD 10.00

Premium

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Includes all Standard features plus
Custom-branded Client Portal
Integrated Email
Time Tracking
Integrated Text Messaging
Direct Vendor W-9 Requests

Enterprise - Customize

USD 0.00

Annual

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Includes all Premium features plus
Agreed-upon pricing structures
Ongoing support from a dedicated Customer Success Manager
Advanced user permissions

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Key Features of Keeper

Key Features:

CRM & Sales Dashboards
Sales Dashboards & Reports
Email Management
Task Management
CRM
Tax Management
Billing and Invoicing
Reporting (Analytics)

Key Specification

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Deployment:	Cloud Hosted,Hybrid,Any
Customer Support:	Phone,Email,Live Chat
Customization:	No
Languages Support:	English

Who uses Keeper

Personal

StartUps

SMEs

Agencies

Company Details

Company Name:	Keeper
Headquarter:	Austin, Texas United States
Website:	Visit Website
Social Media:	Facebook LinkedIn

Keeper Description

Keeper provide dynamic landscape of accounting, professionals often grapple with the challenges of managing multiple clients, ensuring data accuracy, and maintaining clear communication channels. Keeper addresses these challenges by offering a unified platform tailored to the unique needs of bookkeeping practices. One of its standout features is the client portal, which fosters direct and secure communication between bookkeepers and their clients. Through this portal, professionals can pose questions about specific transactions directly from the bank feed, schedule automated reminders via email or text, and reclassify transactions based on client feedback. This centralized communication hub not only enhances transparency but also reduces the time spent on back-and-forth exchanges.

Key Features & Specifications:

Client Portal: Facilitates secure and direct communication between bookkeepers and clients, allowing for transaction queries, automated reminders, and transaction reclassification based on client responses.
Automated File Review: Detects and corrects common coding errors automatically, synchronizes changes with accounting software, and supports vendor-level profit and loss reviews using customizable templates.
1099 Management: Identifies vendors requiring 1099s, facilitates W-9 collection directly from vendors, and allows for easy export and upload of 1099 data to filing tools.
Custom Management Reports: Enables the creation of tailored reports with executive summaries, client-specific KPIs, and visuals, which can be published directly to the client portal.
Task Management: Allows for the creation and tracking of recurring or one-off tasks, organization using sections and tags, and monitoring of client information and team progress in a centralized view.
Integrated Receipt Management: Simplifies the collection of documents from clients through multiple channels, enables review and matching of transactions directly from the ledger, and utilizes AI for ef