Keeper Description

Communicate with clients, catch errors in coding, track KPIs and manage your work. Your clients will have one place to access their financial information, receive bank statements, and answer uncategorized transactions. Automated emails can be set up so that you don't have to send another reminder. Keeper can help you catch misclassified transactions and correct them. You can track KPIs and create customized financial packages for clients. Keeper has a Client List, which is often the first page that you see when you log in to Keeper. This list displays all of your clients as well as your progress on each client's closes. You can also view high-level stats for your open Client Questions and whether any of them are answered. To get more information about your clients, you can add Client Properties (or any other property) to your Client List. You can create a checkbox property to indicate VIP clients so that you can filter your list to only show them.

Pricing

Pricing Starts At:
$8 per month per month
Free Trial:
Yes

Integrations

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Company Details

Company:
Keeper.app
Year Founded:
2020
Headquarters:
United States
Website:
www.keeper.app/

Media

Keeper Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Online

Keeper Features and Options

Accounting Software

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

Bookkeeping Software

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

Accounting Practice Management Software

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

Keeper User Reviews

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