Emails
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Keeper Emails
A fully-functioning email client built into your practice management system.
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Trusted by thousands of bookkeepers and accountants
Collaboration
Always keep your teammates in the loop by leaving comments or asking questions directly from an email thread.
Delegation
Convert emails to tasks in one click, then assign them to your team and track progress along the way.
Visibility
Gain valuable client context with a shared email history. Easily view emails sent to or from a particular client, across all your teammates.
Create
Create templates and assign repeatable or one-off tasks to keep your team on track, without the extra effort.
Organize
Organize and build out your workflow in a way that makes the most sense for your team, using tags and client properties.
Track
Track your team’s progress with a single client dashboard view. Quickly identify outstanding tasks or pending questions.
Add questions & comments on the email itself
Forwarding emails or looping your teammates onto existing threads only adds to inbox clutter. Keeper Emails promotes collaboration by giving your team the ability to leave comments, ask questions, and tag teammates under specific messages that need additional attention.
Prevent tasks from getting "buried"
We all know that cluttered inboxes can lead to forgotten tasks. But with Keeper Emails, you can identify action items as you read through emails.
Link to existing tasks or create new ones--they'll automatically populate in the client's tax or month-end workflows. Create custom views to stay on top of any one-off email tasks throughout the month.
Link to existing tasks or create new ones--they'll automatically populate in the client's tax or month-end workflows. Create custom views to stay on top of any one-off email tasks throughout the month.
Give your team the full context
Each client’s email history is now easily accessible via the client communications modal in their dedicated Close Page. All communications between your team and the client’s contact(s) are visible with a single click, adding a valuable layer of context while completing tax or bookkeeping-related tasks.
Keeper Emails
add-on
An integrated inbox to keep your team organized and efficient.
*One (1) Practice Email included in Premium.
*One (1) Practice Email included in Premium.
$10
per connected team email / per month*