Keeper
The top-rated client work management platform for bookkeepers and accountants.
Overview
Keeper is a practice management and month-end close software built specifically for bookkeeping professionals. It directly integrates with QuickBooks Online and Xero to pull in client data, helping to streamline the close process. Features include a transaction review, client portal for questions, file management, and customizable workflow templates.
✨ Key Features
- Month-End Close Workflow
- Transaction Review & Categorization
- Client Portal for Questions
- Secure File Management
- Time Tracking
- Practice Management Dashboard
- Direct integration with QBO/Xero
🎯 Key Differentiators
- Specifically designed for the bookkeeper's month-end close workflow
- Deep integration with QuickBooks Online and Xero for transaction-level work
- Combines practice management with client communication in one tool
Unique Value: Empowers bookkeepers and accountants to run more efficient, professional, and profitable practices by centralizing and streamlining their core workflows.
🎯 Use Cases (4)
✅ Best For
- Bookkeeping firms
- Client Accounting Services (CAS) divisions of CPA firms
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms not using QuickBooks Online or Xero
- Tax-focused firms that do not offer bookkeeping services
🏆 Alternatives
More specialized for bookkeeping than generic project management tools like Asana. More focused on the month-end close process than broader practice management suites like Karbon.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: N/A
🔄 Similar Tools in Bookkeeping Workflow
QuickBooks Online
Cloud-based accounting software to manage invoices, track expenses, and run reports....
Xero
Cloud-based accounting software for small businesses, accountants, and bookkeepers....
FreshBooks
Invoicing and accounting software for small businesses and freelancers....
Zoho Books
A key component of the Zoho suite, offering end-to-end accounting....
Karbon
A work management platform for accounting firms to manage workflows, clients, and teams....
Financial Cents
Easy-to-use practice management software for accounting and bookkeeping firms....