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Bookkeeping Software for Accountants
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Streamline Reconciliation and File Review
Streamline Reconciliation and File Review
Keeper’s integrated file review tools are a unique set of features that streamline the process of reviewing your clients' books. In combination, they can help you complete your month-end close up to three times faster.
To start, Keeper greatly reduces the need to hunt down coding errors by hand. It automatically highlights potentially miscoded transactions, such as:
Expense inconsistencies: By comparing current costs against historical financial data, Keeper reveals expenses that have been categorized in ways that deviate from established patterns.
Transactions without payees: Keeper aggregates all transactions that don’t include a payee, making it easy for you to review and correct them all at once.
Uncategorized transactions: Keeper gives uncategorized transactions the same treatment as those without payees. By flagging and gathering them for you to resolve, it greatly simplifies client expense management.
Keeper is also the only bookkeeping practice management software that includes two-way integration with both QuickBooks and Xero accounting software. Whatever corrections you make in Keeper automatically sync back to your clients’ records.
To start, Keeper greatly reduces the need to hunt down coding errors by hand. It automatically highlights potentially miscoded transactions, such as:
Expense inconsistencies: By comparing current costs against historical financial data, Keeper reveals expenses that have been categorized in ways that deviate from established patterns.
Transactions without payees: Keeper aggregates all transactions that don’t include a payee, making it easy for you to review and correct them all at once.
Uncategorized transactions: Keeper gives uncategorized transactions the same treatment as those without payees. By flagging and gathering them for you to resolve, it greatly simplifies client expense management.
Keeper is also the only bookkeeping practice management software that includes two-way integration with both QuickBooks and Xero accounting software. Whatever corrections you make in Keeper automatically sync back to your clients’ records.
Task Management
Even the most efficient third-party project management tools force you to exit your workflow and toggle between apps or tabs. Inevitably, those extra steps add friction to the task management process and contribute to inefficiencies.
Keeper’s platform includes a built-in task management tool, so you can track your work where you actually do your work. It’s also full of features specifically designed to help organize bookkeeping and accounting tasks, such as:
Workflow templates: Create workflow templates for your month-end close that automatically assign repeatable tasks and subtasks, taking all guesswork out of the process.
Collaborative tools: Keeper has internal chat and comment features that let you link directly to tasks, making it easy for your team to work through problems together.
Task categorization: Add tags for both clients and tasks, allowing your team to filter and prioritize their responsibilities quickly and efficiently.
Keeper’s platform includes a built-in task management tool, so you can track your work where you actually do your work. It’s also full of features specifically designed to help organize bookkeeping and accounting tasks, such as:
Workflow templates: Create workflow templates for your month-end close that automatically assign repeatable tasks and subtasks, taking all guesswork out of the process.
Collaborative tools: Keeper has internal chat and comment features that let you link directly to tasks, making it easy for your team to work through problems together.
Task categorization: Add tags for both clients and tasks, allowing your team to filter and prioritize their responsibilities quickly and efficiently.
Manage 1099s
Managing client 1099s is one of the biggest headaches in all of bookkeeping and accounting. Identifying missing forms, following up with unresponsive vendors, and preparing 1099s en masse can quickly devolve into an administrative nightmare.
Keeper’s 1099 document management software can make your life infinitely easier.
The Prepare 1099s Report integrates with each client’s general ledger in small business accounting software from QuickBooks or Xero and identifies vendors that meet the reporting threshold, excluding credit card transactions by default.
If a qualifying vendor is missing a W-9, you can request the form from your client or the vendor directly. Once it’s received and updated in Keeper, it will also sync back to the client’s records.
Finally, come January, you can export all 1099-related data in your preferred format and streamline filing with Track1099 or Tax1099. Read more about all things 1099 in our article:
Everything Accountants Should Know About 1099-Ks.Keeper’s 1099 document management software can make your life infinitely easier.
The Prepare 1099s Report integrates with each client’s general ledger in small business accounting software from QuickBooks or Xero and identifies vendors that meet the reporting threshold, excluding credit card transactions by default.
If a qualifying vendor is missing a W-9, you can request the form from your client or the vendor directly. Once it’s received and updated in Keeper, it will also sync back to the client’s records.
Finally, come January, you can export all 1099-related data in your preferred format and streamline filing with Track1099 or Tax1099. Read more about all things 1099 in our article:
Custom-Branded Client Portal
It’s time to stop sending spreadsheets back and forth with clients for good. Use Keeper’s client portal to give them direct access to the platform instead, facilitating much more seamless communication than traditional email.
When issues arise, you can attach questions directly to a client's bank account feed.
Not only does that make responding much more intuitive for the business owner, but you can immediately adjust problematic financial transactions in the same location, which will then sync back to Quickbooks or Xero.
If clients ever do take too long to respond, you can schedule automated email or text reminders that encourage them to address the outstanding points, helping you get faster answers with less effort.
Keeper gives your clients a centralized communication and customer support hub they’ll actually use, with magic links that don’t require a password or personal information.
You can even customize the appearance of the portal itself, making it feel like an extension of your brand.
When issues arise, you can attach questions directly to a client's bank account feed.
Not only does that make responding much more intuitive for the business owner, but you can immediately adjust problematic financial transactions in the same location, which will then sync back to Quickbooks or Xero.
If clients ever do take too long to respond, you can schedule automated email or text reminders that encourage them to address the outstanding points, helping you get faster answers with less effort.
Keeper gives your clients a centralized communication and customer support hub they’ll actually use, with magic links that don’t require a password or personal information.
You can even customize the appearance of the portal itself, making it feel like an extension of your brand.
CRM & Accounting Practice Management
Keeper wouldn’t be a one-stop-shop for bookkeeping and accounting firms without built-in Customer Relationship Management (CRM) tools, so we designed the dashboard to help you store, organize, and view all your client information in one place, including:
- Close statuses
- Open transaction questions
- Client documents
- Vendor requests
- Payroll statuses
- Instant chats
- Assigned staff
From your client list, you can also build custom properties and classify multiple clients by characteristics like service tier or industry. Once assigned, you can use properties to sort and filter your client list, making it easy to organize and prioritize tasks.
- Close statuses
- Open transaction questions
- Client documents
- Vendor requests
- Payroll statuses
- Instant chats
- Assigned staff
From your client list, you can also build custom properties and classify multiple clients by characteristics like service tier or industry. Once assigned, you can use properties to sort and filter your client list, making it easy to organize and prioritize tasks.
Customize Management Reports
Give your clients reports they’ll actually read and understand with Keeper’s customizable management reports. In just four clicks, Keeper lets you create and share a comprehensive financial reporting package that includes:
- Cover sheet and executive summary
- Key Profit and Loss and Balance Sheet Accounts
- Full Profit and Loss, Balance Sheet, and Statement of Cash Flows
- Profit and Loss Detail Report
- Top Customers by Revenue and Top Vendors by Spend
- A/P and A/R aging reports
- Graphs of Key Business Metrics
Customize each report's presentation and highlight the financial information each small business owner cares about most with personalized Key Performance Indicators (KPIs) and notes about the package as a whole.
Instead of sending these via email, publish them instantly and securely to the Keeper platform. The business owners you work with can access them from their client portal, where they'll also be stored for future reference.
- Cover sheet and executive summary
- Key Profit and Loss and Balance Sheet Accounts
- Full Profit and Loss, Balance Sheet, and Statement of Cash Flows
- Profit and Loss Detail Report
- Top Customers by Revenue and Top Vendors by Spend
- A/P and A/R aging reports
- Graphs of Key Business Metrics
Customize each report's presentation and highlight the financial information each small business owner cares about most with personalized Key Performance Indicators (KPIs) and notes about the package as a whole.
Instead of sending these via email, publish them instantly and securely to the Keeper platform. The business owners you work with can access them from their client portal, where they'll also be stored for future reference.
Manage Receipts
Our new Keeper Receipts feature makes receipt management convenient for all involved. Clients have the option to upload receipts through their client portal, mobile app, text, or a unique forwarding email.
Once uploaded, Keeper’s OCR engine uses customizable rules and AI to extract the relevant data from each document and offer coding suggestions.
Next, it automatically matches the receipt with a transaction in the ledger or prompts the creation of a new one.
Integrate receipt management with the rest of your processes and eliminate the need for potentially cumbersome third-party tools.
Once uploaded, Keeper’s OCR engine uses customizable rules and AI to extract the relevant data from each document and offer coding suggestions.
Next, it automatically matches the receipt with a transaction in the ledger or prompts the creation of a new one.
Integrate receipt management with the rest of your processes and eliminate the need for potentially cumbersome third-party tools.
Integrations
Keeper combines many features into a single accounting solution to help consolidate your tech stack, but we know that one size doesn’t fit all.
With Zapier integrations, you can customize your experience and connect Keeper to thousands more popular apps, like:
- Ignition for proposal and invoice management
- Microsoft Outlook for calendar and email
- Calendly for scheduling calls and meetings
This makes it easy to incorporate Keeper into your processes without disrupting your existing workflows.
As your business expands and evolves over time, you can also add new solutions to your system seamlessly, meeting your changing needs without impacting efficiency.
Of course, Keeper also integrates with QuickBooks and Xero by default. Its unique two-way syncing feature connects to each client’s ledger, allowing your team to update the files in their accounting tool without having to leave the Keeper platform.
With Zapier integrations, you can customize your experience and connect Keeper to thousands more popular apps, like:
- Ignition for proposal and invoice management
- Microsoft Outlook for calendar and email
- Calendly for scheduling calls and meetings
This makes it easy to incorporate Keeper into your processes without disrupting your existing workflows.
As your business expands and evolves over time, you can also add new solutions to your system seamlessly, meeting your changing needs without impacting efficiency.
Of course, Keeper also integrates with QuickBooks and Xero by default. Its unique two-way syncing feature connects to each client’s ledger, allowing your team to update the files in their accounting tool without having to leave the Keeper platform.
Pricing
Keeper offers simple, transparent pricing that makes the platform accessible to bookkeeper, accountant, and CPA firms of all sizes:
Instead of charging by the seat, we charge by the number of connected clients at the start of your monthly billing cycle, reducing your costs and keeping them predictable.
Add as many team members as you want for no additional cost, and keep track of unconnected clients–those with unimported QuickBooks or Xero files–for free. There are also no long-term contracts, so you can cancel at any time without penalty.
Instead of charging by the seat, we charge by the number of connected clients at the start of your monthly billing cycle, reducing your costs and keeping them predictable.
Add as many team members as you want for no additional cost, and keep track of unconnected clients–those with unimported QuickBooks or Xero files–for free. There are also no long-term contracts, so you can cancel at any time without penalty.
Less Busy Work, More Client Services
Keeper can significantly reduce the hours your team spends on busy work by coordinating everyone’s efforts and streamlining time-consuming administrative tasks, like hunting down 1099s and capturing client receipts.
Not only does this ease many of the biggest headaches involved in running an accounting firm, but it also frees you to focus on more knowledge-based client services, like business advisory.
That’s a win-win for both you and your clients. They get a strategic partner they can rely on to help them make better-informed financial decisions.
You get to spend more time on fulfilling work and command higher fees, potentially making your practice more profitable.
Even if you focus exclusively on bookkeeping services, the efficiency gains that Keeper provides can help you scale your practice. When each client takes less time to manage, you can afford to increase your client base without the need for additional staff.
Not only does this ease many of the biggest headaches involved in running an accounting firm, but it also frees you to focus on more knowledge-based client services, like business advisory.
That’s a win-win for both you and your clients. They get a strategic partner they can rely on to help them make better-informed financial decisions.
You get to spend more time on fulfilling work and command higher fees, potentially making your practice more profitable.
Even if you focus exclusively on bookkeeping services, the efficiency gains that Keeper provides can help you scale your practice. When each client takes less time to manage, you can afford to increase your client base without the need for additional staff.
Made for Accountants and Bookkeepers
Ultimately, Keeper holds one goal above all others: to give bookkeeping and accounting professionals a single, cohesive platform where they can do all their work. Designed to be the best accounting software with that in mind, Keeper combines all of the following:
- Monthly closes and file reviews
- Project and task management
- Form 1099 and W-9 requests and tracking
- Receipt capture and organization
- Streamlined customer communication
- Customer relationship management
- Bookkeeping and accounting practice management
- Customizable management reports
Keeper's two-way syncing with Intuit QuickBooks Online and Xero's cloud accounting software, plus its thousands of customizable integrations through Zapier, make it easy to consolidate your tech stack and streamline your financial management workflows.
Rest assured that Keeper is also constantly looking for ways to enhance your experience and provide new features to meet the ever-evolving needs of bookkeepers and accountants.
But don’t just take our word for it. Check out some testimonials from the thousands of professionals who rely on Keeper.
- Monthly closes and file reviews
- Project and task management
- Form 1099 and W-9 requests and tracking
- Receipt capture and organization
- Streamlined customer communication
- Customer relationship management
- Bookkeeping and accounting practice management
- Customizable management reports
Keeper's two-way syncing with Intuit QuickBooks Online and Xero's cloud accounting software, plus its thousands of customizable integrations through Zapier, make it easy to consolidate your tech stack and streamline your financial management workflows.
Rest assured that Keeper is also constantly looking for ways to enhance your experience and provide new features to meet the ever-evolving needs of bookkeepers and accountants.
But don’t just take our word for it. Check out some testimonials from the thousands of professionals who rely on Keeper.