Automate comms,
file reviews, tasks,
and reporting -
all in one place
Keeper is the first QuickBooks and Xero-integrated tool to help speed up your month-end close.
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5.0
Rating on G2
Trusted by thousands of bookkeepers and accountants
Seamless communication
Faster responses. Less effort.
Ask questions about transactions directly from the bank feed
Schedule automated client reminders (by email or text)
Reclassify transactions in Keeper, based on client responses
Manage client communication in a secure, custom-branded portal
Explore Client Portal
“Not only has Client Portal saved us valuable time, but our clients have embraced the new platform, which has quickly become the preferred mode of communication.”
Automated file review
Review your clients books with speed and accuracy every time.
Automatically catch and correct common coding errors
Instantly sync all changes back to QuickBooks/Xero
Review P&L reports at the vendor-level
Standardize reviews across your firm with customizable templates
Explore File Reviews
“Keeper helps us keep way better track of everything going on for each client and allows the staff to do the majority of their own work before final sign off by a manager.”
1099 problems, solved
Track vendors and request W-9s throughout the year, all in Keeper.
Identify vendors that may require 1099s and are missing W-9s
Request those W-9s directly from the vendor
Export and upload 1099 data to your favorite filing tools
Explore 1099s
“Keeper helps us catch missing W-9s immediately. We expect to cut down the amount of time we spend chasing W-9s at the end of the year by two-thirds or more. ”
Custom management reports
Deliver more than just P&L and Balance Sheet to help your clients actually understand their financials.
Start with a one page executive summary
Customize KPIs and visuals for each client
Publish reports directly to the Client Portal
Explore Reporting
“The reports are my favorite feature of Keeper because they bring the most value to my clients, but all the features are valuable to myself, my team, and my clients.”
Task management
Ensure no work falls through the cracks and build out your ideal workflow.
Create & track recurring or one-off tasks
Organize tasks with sections and tags
Track client information and team progress in a single, firm-wide view
Explore Task Management
“The best part is that Keeper keeps me accountable and organized without any input from my side. No more creating tasks and due dates. Absolutely recommend it to every bookkeeper out there.”
Fits seamlessly into your existing workflows
Integrates with QuickBooks
and Xero
Consolidate your tech stack
Your firm's single source of truth. Consolidate your tools into a platform built specifically for you.
Integrate with your tools
Deep integration with all the tools you know and love with our deeply customizable Zapier integration.
And so much more we know you’ll love
Plus, we’re always building and improving based on customer feedback.
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Time tracking
Custom reports
Integrated email
Client tags
Internal commenting and team chat
Daily digest emails
User
permissions
Customizable client properties
Kanban client view
Zapier integrations
Time tracking
Daily Digest emails
Integrated email
Client tags
Internal commenting and team chat
Daily
Digest emails
User
permissions
Customizable client properties
Kanban client view
Zapier integrations
Don’t just take it from us
Learn why thousands of bookkeepers and accountants trust us, and how others have utilized Keeper to improve their bookkeeping firms.
See all testimonials
If you are a bookkeeper, this dashboard right now is probably the most useful single dashboard view in our profession"
Jason Staats
@Jason.CPA
The more we use Keeper, the more I wonder how we managed without it!"
Marlena Jones
Spring Accounting
