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
Task Management
Like Asana or ClickUp, but built only for bookkeepers and integrated with QuickBooks online
The 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
Available for clients via browser or mobile app!
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 QuickBooks.
Watch this video for a quick tour of the basics:
Check out our Getting Started with Keeper series on our YouTube channel!