Keeper is an all-in-one app to help bookkeepers and accountants run a better month-end close for their clients.
There are four fundamental pieces to Keeper
Task Management:
Like Asana or ClickUp, but built only for bookkeepers and integrated with QuickBooks online
Client Portal:
Communicate with your clients in a single place
Ask clients about coding questions or make document requests, and update transactions without leaving Keeper
Publish Management reports and manage files, so your clients have a true all-in-one place to collaborate with you
File Reviews
Catch and correct coding errors before delivering client financials
Management Reporting:
Track KPIs and generate reporting packages that your clients will actually read
Keeper is bi-directionally synced with QuickBooks Online, so any changes that you make in Keeper will automatically get synced back to QBO.
Watch this video for a quick tour of the basics: