Client List
CRM and practice management
Your personal dashboard to view, organize, and store all client information.
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Trusted by thousands of bookkeepers and accountants
Built for accounting practices
View and organize all your clients
Get a clear view of your monthly close for you and your team. Track client documents, close statuses, open transaction questions, and more, in a single dashboard view.
“If you are a bookkeeper, this dashboard right now is probably the most useful single dashboard view in our profession"
Build custom client properties
Organize your team’s work how you see fit by creating custom client properties. Instantly find the information you need across your entire client list by filtering, hiding, and saving specific views.
“I love that I can log in and see very clearly and logically in seconds what has been and needs to be completed. The setup looks like columns and rows, you can also change the view to Kanban if you need to use that view. ”
Connect the rest of your tech stack
Get the most out of your existing tools by utilizing Keeper’s robust Zapier integrations. Update your Client List when you sign a new proposal, or trigger actions in other apps when you make changes in Keeper.
“This isn't just software it's a whole practice management operating system and a supportive virtual community. ”
Abbey Garcia
Put it all together
Stay connected to your team and your clients. Handle task management, client communication, file reviews, and management reporting, all in one app.
How Keeper sped up EBB’s close by 25%
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