What is Keeper
Keeper is an all-in-one app to help bookkeepers and accountants run a better month-end close for their clients.
There are four fundamental pieces to it:
- Task Management – like Asana or ClickUp, but built only for bookkeepers and integrated with QuickBooks online.
- Client Portal – communicate with your clients in a single place. Ask clients about coding questions or make document requests, and update transactions without leaving Keeper.
- File Reviews – catch and correct coding errors before delivering client financials.
- Management Reporting – track KPIs and generate reporting packages that your clients will actually read.
Keeper is bi-directionally synced with QuickBooks Online, so any changes that you make in Keeper will automatically get synced back to QBO.
Watch this video for a quick overview of how Keeper works: