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
Integrations
Company Details
Product Details
Keeper Features and Options
Keeper User Reviews
Write a Review- Previous
- Next