What is Keeper? (For Clients)
Hi there! If you're on this page, your bookkeeper is using Keeper and wants to tell you a bit more about it.
Keeper is the app that powers their Client Portal for communicating with you about questions they have while working on your books. It is directly integrated with your QuickBooks or Xero file to allow them to easily make changes once you have responded to their questions.
Security
Keeper takes privacy and security very seriously β we use bank grade encryption to keep your data secure, and we will never sell it. You're welcome to read more on our security standards here: Security at Keeper!
Next Steps
Your bookkeeper should be setting you up with a log in shortly!
Learn about the Client Portal experience here π The Client Portal (For Clients)
You can also download the Client Portal mobile app!
To download the app, use the following links: iOS download link, Android download link.
Intuit Notification Email
If you're the Primary Admin for your QuickBooks Online file, you might have received an email that looks something like this ππ
This email notification lets you know that the Keeper QuickBooks app has been added to your file! Connecting Keeper allows your bookkeeper ask about and fix transactions directly in Keeper.