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What is Keeper?
Updated over a month ago

What is Keeper?

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

  1. Task Management

    1. Like Asana or ClickUp, but built only for bookkeepers and integrated with QuickBooks online

  2. The Client Portal

    1. Communicate with your clients in a single place

    2. Ask clients about coding questions or make document requests, and update transactions without leaving Keeper

    3. Publish Management reports and manage files, so your clients have a true all-in-one place to collaborate with you

    4. Available for clients via browser or mobile app!

  3. File Reviews

    1. Catch and correct coding errors before delivering client financials

  4. Management Reporting

    1. 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 QuickBooks.

Watch this video for a quick tour of the basics:

Check out our Getting Started with Keeper series on our YouTube channel!

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