Keeper
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.
Best For
- 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
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Company Name
Keeper
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Located In
United States
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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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Ease of Use
Users appreciate the simplicity and intuitive nature of Keeper, noting that it requires minimal training to get accustomed to.
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Security
Keeper is praised for its high level of security, including two-step authentication and secure credential sharing.
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Password Management
Effective management of passwords and secure sharing capabilities are highlighted as key strengths.
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Accessibility
The platform’s availability across mobile apps, web, and desktop versions ensures easy access anywhere, anytime.
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Innovative Features
Features like Keeper DNA for authentication using connected devices and the ability to attach photos and videos in a digital vault received positive feedback.
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Browser Plugin Issues
Some users reported erratic behavior and connectivity issues with the browser plugin.
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User Decommissioning
Challenges in decommissioning users, especially in recovering passwords when a user disappears from AD with SSO enabled.
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Automatic Password Updates
The lack of fully automated password updates was mentioned as an area for improvement.
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Desktop Interface
Suggestions were made for enhancing the desktop interface to make it sleeker and more user-friendly.
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Security Dashboard
The absence of a Security Dashboard to evaluate the strength and weaknesses of passwords was noted.
Disclaimer
Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.
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Quickbase
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Xero
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