Getting Started
What is Keeper
4min
Heads up! Keeper Docs is now deprecated, and this page is not maintained. Please visit Keeper's Help Center at help.keeper.app for the latest docs and guides.
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:
Updated 25 Mar 2024
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