Keeper Docs

⌘K
Keeper Docs Overview
🏁Getting Started
What is Keeper
Getting Started Guide
Security at Keeper
✅Task Management
Client List
Task Inbox
Task Types
Templates Overview
Copying Tasks
Non-QBO Clients
Permissions and Access Controls
Locking Tasks
In-App Chat (Collaboration)
Quarterly Clients
Close Assignees (Preparer / Reviewer)
Close Statuses
Priority Tasks
Gmail Integration
Workflow Management Notifications
💬Client Portal
Overview
Asking Questions
What your client sees
Communicating with your client
🔎File Reviews
Report Basics
Bulk Editing
Transaction Review Reports
Entity Review Reports
Final Review (Financial Statements)
Inter-Company Transfers
Transaction Splitting
Search All Transactions
Canadian Sales Tax (GST / HST)
Prepare 1099s
📈KPIs and Management Reports
Management Reports
The Executive Summary
Custom Columns
Report Templates
Metrics
Locking Reports
🗄️Client Management
Client Properties
Client Details
Client Notes
Files
⏲️Time Tracking
Tracking Time
Time Tracking Reporting
ℹ️Support and Best Practices
❓Frequently Asked Questions
Pro Tips
New Client Onboardings
Cleanups
What class is this for?
Transactions that need receipts
Bank Statement Requests
Trust Account Reconciliation (IOLTAs)
Misc.
Changelog
Catch up with Keeper Webinars
July 2021 Design Update
Keeper's Sidebar
What is Keeper?
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Getting Started

What is Keeper

4min

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:

  1. Task Management – like Asana or ClickUp, but built only for bookkeepers and integrated with QuickBooks online.
  2. 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.
  3. File Reviews – catch and correct coding errors before delivering client financials.
  4. 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.



Keeper in 3 minutes

Watch this video for a quick overview of how Keeper works:





Updated 03 Mar 2023
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