When Tyler Otto set out to grow his accounting firm, he quickly realized that managing day-to-day operations was a bottleneck in and of itself. Without a clear system for organizing tasks and workflows, his team relied heavily on him to stay on track—a challenge that only grew as his client list expanded. He knew his firm needed structure and efficiency to scale.
As an early customer of Keeper, Tyler could see that this tool had the potential to revolutionize his operations, starting with tracking his clients’ month-end close progress. Keeper’s task management tools provided the structure his team needed to take ownership of their work, freeing him to focus on bigger-picture goals. By viewing tasks across all clients in one place, his team could easily identify snags and ensure no deadlines slipped through the cracks.
One standout item for Tyler’s firm was Keeper’s 1099 management capabilities. Keeper simplified W-9 collection by allowing the team to send vendor requests with a single click, turning what used to be a tedious process into an automated routine. This efficiency not only saved time but also demonstrated added value to clients, showing that Tyler’s firm was proactively taking work off their plates each time they paid a new vendor.
Another key differentiator for Tyler is Keeper’s commitment to its users. Whether through responsive support, active user communities, or transparent product roadmaps, Keeper’s focus on customer collaboration made a significant impact. Tyler also appreciated Keeper’s client-based pricing model, which allowed his firm to scale without the burden of increasing software costs.
We can actually see what [features are] coming up, weigh in, vote on it… it makes it so much easier for us to feel like we have a sense of ownership of the product.
Today, Tyler’s firm has grown into a 17-person team with systems in place that foster efficiency, collaboration, and growth. Keeper played a pivotal role in helping Tyler achieve the structure and scalability he needed to turn the vision for his practice into reality.
Curious to see what Keeper can do for your practice? Book a personalized demo today.