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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Engage with your clients effectively, identify coding mistakes, monitor key performance indicators (KPIs), and streamline your workflow. Offer your clients a centralized platform to address unclassified transactions, submit bank statements, and review their financial information. Implement automated email reminders to eliminate the need for manual follow-ups. Identify and rectify misclassified transactions straight from the Keeper application. Monitor KPIs and create tailored financial packages for each client. Upon logging into Keeper, you will typically encounter a Client List that displays all your clients along with your progress on their respective accounts. This list also provides a summary of any open Client Questions, indicating which have been resolved. Additionally, you can enhance your Client List by including Client Properties that offer deeper insights into your clients; for instance, a checkbox feature for VIP clients allows you to filter and view only those clients who are considered a priority. This organization not only boosts efficiency but also enhances the overall client experience.

Description

Consolidate all client information in a single location, easily accessible at any time, featuring capabilities for clients to digitally sign documents and receive automatic reminders. AccountingHub simplifies your practice's management of information and enhances collaboration with clients. By offering online access to essential client information, documents, and forms, you can save valuable time and minimize the frequency of client inquiries. This allows clients to effortlessly retrieve or submit information whenever they choose, ensuring a seamless and secure online experience. With all client details centralized and instantly available, AccountingHub streamlines your practice's operations and improves client interactions significantly.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Fleet
Indent
Nango
Nekton.ai

Integrations

Fleet
Indent
Nango
Nekton.ai

Pricing Details

$8 per month per month
Free Trial
Free Version

Pricing Details

$35 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Keeper.app

Founded

2020

Country

United States

Website

www.keeper.app/

Vendor Details

Company Name

AccountingHub.io

Country

United Kingdom

Website

www.accountinghub.io

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Alternatives

Alternatives

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