Keeper
Unverified
Product not verified by the Software Seller.
Tekpon Score
9.0
Keeper Reviews
& Product DetailsWhat is Keeper?
Keeper is an integrated software designed to streamline and enhance bookkeeping businesses. It offers tools to communicate with clients, identify coding errors, manage tasks, and track key performance indicators.
The software integrates seamlessly with Quickbooks and Xero, facilitating faster client responses through a branded client portal. It provides file review features to detect and rectify coding errors without leaving the platform.
Keeper enables customized report generation for clients, extending beyond standard financial statements. With collaborative features, it facilitates team communication through in-app chat and supports time tracking for efficient work allocation.
Keeper’s comprehensive functionality also covers 1099s management, CRM, document management, time tracking, and more. It offers a 14-day free trial and options for custom solutions, such as white labeling the client portal.
Found in these Categories
Best For
All-in-one app to streamline bookkeeping & client accounting.
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
-
Company Name
Keeper
-
Located In
United States
-
Website
keeper.app
Starting from:
$8 /client/month
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
Keeper offers simple and transparent pricing for firms of all sizes. They provide a complete platform with three tiers: Standard at $8 per client/month, including a client portal and more; Premium at $10 per client/month, adding custom branding and advanced features; and Enterprise for over 50 clients with additional benefits. A 14-day free trial is available.
- Client Management
- Reporting & Statistics
- Activity Dashboard
- Approval Process Control
- Self Service Portal
- Smart and Automated Systems
- Mobile Access
Additional Features
- Client Portal
- File Review
- Task Management
- Custom Branding
- Integrated Email
- Time Tracking
- Texting Clients
- Vendor Requests
- Pricing Agreements
- Dedicated CSM
- Advanced Permissions
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