Keeper

Keeper is a comprehensive practice management platform designed specifically for bookkeepers, accountants, and financial firms. It serves as a central hub to manage all aspects of client work, aiming to significantly reduce the time spent on month-end closing processes. By deeply integrating with leading accounting software like QuickBooks and Xero, Keeper consolidates various essential functions into a single, intuitive interface, thereby reducing the need for multiple disparate tools.

The platform is trusted by thousands of professionals to enhance efficiency, standardize procedures, and improve client collaboration. It provides a firm-wide view of all client work, tasks, and communications, ensuring that nothing falls through the cracks. From automated error detection to sophisticated client reporting, Keeper empowers accounting professionals to not only work faster but also to deliver greater value to their clients.

How to use Keeper

Getting started with Keeper is a structured process designed for success. First, prospective users typically book a personalized demo to see how the platform can fit their firm's specific needs. After the demo, a free trial begins with a dedicated 60-minute onboarding call with a Customer Success Manager. During this call, you'll learn how to connect your first clients by importing their QuickBooks Online or Xero ledger files. You will then be guided through customizing your firm's branded Client Portal, setting up recurring tasks for month-end closes, and building your first file review reports. Once onboarded, daily use involves managing tasks in the Kanban view, communicating with clients securely through the portal for transaction queries, running automated file reviews to catch coding errors, and generating insightful management reports to share with clients.

Core Features of Keeper

• Client Portal: A secure, custom-branded portal for seamless client communication. Ask questions about transactions, send automated reminders via email or text, and allow clients to respond directly, with all changes syncing back to your accounting software.
• Automated File Review: Automatically catches and helps correct common coding errors in your clients' books. You can standardize reviews across your firm with customizable templates and sync all corrections back to QuickBooks or Xero instantly.
• 1099 Management: Streamlines the process of tracking vendors and managing W-9s throughout the year. It identifies vendors who may need a 1099 and are missing a W-9, allows you to request the form directly, and exports data for easy filing.
• Custom Management Reports: Go beyond standard P&L and Balance Sheets. Create reports with executive summaries, custom KPIs, and visuals tailored to each client to help them better understand their financial health. These can be published directly to the Client Portal.
• Task Management: A robust system to create, track, and organize all recurring and one-off tasks. Use sections, tags, and a firm-wide Kanban view to monitor team progress and ensure deadlines are met.
• Keeper Emails: An integrated email client built into the platform. It allows teams to collaborate on emails, convert messages into trackable tasks with one click, and maintain a shared history of all client communication.
• Time Tracking: Monitor the time spent on each client and task to better understand firm profitability and resource allocation.
• Integrations: Deep integrations with QuickBooks, Xero, and a highly customizable Zapier integration to connect with thousands of other apps.

Use Cases for Keeper

Keeper is versatile for firms of all sizes. A solo bookkeeper can use it to stay organized, automate repetitive tasks, and deliver professional reports that rival larger firms. A growing accounting practice can leverage Keeper to standardize its month-end close process, onboard new team members efficiently, and manage an expanding client list without sacrificing quality. For large firms, Keeper provides the tools for firm-wide oversight, advanced user permissions, and a single source of truth for all client work, ensuring consistency and quality control across all teams and locations.

Advantages of Keeper

The primary advantage of Keeper is its ability to consolidate the tech stack and create massive efficiencies. By bringing client communication, task management, file review, and reporting into one place, it eliminates the friction of switching between multiple applications. This leads to a faster month-end close, often cutting the time required in half. The secure Client Portal enhances client relationships by providing a professional and streamlined communication channel. Furthermore, the automation and standardization features reduce human error, improve accuracy, and free up professionals to focus on higher-value advisory services.

Pricing and Plans

Keeper offers a transparent pricing model based on the number of connected clients, with unlimited users included in all plans. A free trial is available.

• Standard Plan: $8 per client/month. Includes core features like File Review, Reports, Client Portal, Management Reporting, and Task Management.
• Premium Plan: $10 per client/month. Includes all Standard features plus a custom-branded Client Portal, Integrated Email, Time Tracking, Integrated Text Messaging, and Direct Vendor W-9 Requests.
• Enterprise Plan: For firms with over 50 clients. Offers custom pricing, a dedicated Customer Success Manager, and advanced user permissions.

• Keeper Receipts: $15 per client/month for automated receipt management.
• The Tax Suite: Starting at $200/month to manage tax and bookkeeping clients together.
• Keeper Emails: $10 per connected team email/month (one is included in the Premium plan).