How Practice Management Software Works
Accounting and bookkeeping practice management software is designed to centralize and automate a majority of accounting functions. With this, your team can spend less time on data entry and more time on value-added work. For example, Keeper’s practice management software integrates with QuickBooks and Xero so you can sync client data, transactions, and reports in one click. The software will feature a central dashboard where you can view all client communications, track projects, and review financials. Automated reminders and alerts also help keep you on top of deadlines and follow-ups so nothing falls through the cracks with your clients. Most practice management systems also offer task management features. This could include:- Creating recurring or one-off tasks
- Assigning them to team members
- Tracking task progression/completion
- Categorizing tasks with tags and sections
- Advanced workflow management features across multiple clients
- Reduce the number of errors
- Save time spent on mundane activities
- Boost the bottom line
Bookkeeping-Specific Features
Now, let’s explore the unique features that make Keeper’s practice management system the best for bookkeeping firms.CRM
Keeper’s CRM is designed to make client management easy for bookkeeping and accounting firms.

File Review
Bookkeeping and accounting firms can review their clients’ books faster and with more accuracy using Keeper’s file review feature. It eliminates the need for manual checks by automatically identifying errors, inconsistent expenses, and uncategorized transactions—saving you from surprises during the month-end close.
- Reviewing P&L reports at the vendor level
- Drilling down into individual transactions
- Seeing cost drivers and variances without opening Excel

Client Portal
Keeper’s custom-branded Client Portal is designed to simplify client communication for bookkeeping and accounting firms while housing client records in one common place.

Project and Task Management
Keeper’s project and task management features are designed to change the way bookkeeping and accounting teams work.
- Creating workflow templates for recurring tasks like month-end, payroll, or administrative tasks
- Assigning recurring or one-off tasks to your team so everyone is on track with minimal effort
- Using tagging and client properties features to organize tasks in a way that makes sense for your firm

1099 Management
Say goodbye to the seasonal stress of January 1099 management with Keeper on your side. Keeper makes the whole process smoother, so you can manage vendor compliance year-round, not just at the last minute. With Keeper’s Prepare 1099s Report, finding 1099-eligible vendors has never been easier. The system automatically excludes credit card transactions so you only see what matters.

Report Creation and Management
Get financial reports your clients will read—and understand—with Keeper’s bookkeeping and accounting reporting tools.
Keeper connects to your client’s general ledger so you can generate a full financial report in four clicks.

- Space for commentary or notes on the report
- Profit & Loss vs prior periods
- Key metrics your clients care about
- Bar charts to show year-over-year performance
- Once published, management reports can be pushed to the Keeper Client Portal with one click.
