Product

About the Keeper

Keeper is a cloud-based practice management software crafted specifically for bookkeepers and small accounting firms to automate and streamline month-end close processes, manage client communication, and enhance workflows. Inspired by internal tools of venture-backed bookkeeping firms, Keeper offers features like centralized client dashboards, automated document requests, task tracking, file review with automatic error detection, 1099 and W-9 compliance management, and real-time sync with QuickBooks Online and Xero. It includes a built-in email client, custom reporting with executive summaries, task and project management, and client portals for secure communication and file sharing. Keeper helps bookkeepers increase accuracy, save time, and provide higher-value advisory services.