Lisa Culverwell
Lisa Culverwell
G2
Verified user

The only client portal my clients will use!

Keeper has a seemless integration with QuickBooks Online. My clients review the data, answer questions, provide feedback, and upload documents directly into the platform, making it so easy to categorize transactions and run financials directly from Keeper. I've tried so many different ways of getting my clients to respond and send documents outside of email, and absolutely nothing worked... except this! I couldn't imagine not using Keeper for my clients' portals.
Lisa Culverwell
Lisa Culverwell
G2
Verified user

The only client portal my clients will use!

Keeper has a seemless integration with QuickBooks Online. My clients review the data, answer questions, provide feedback, and upload documents directly into the platform, making it so easy to categorize transactions and run financials directly from Keeper. I've tried so many different ways of getting my clients to respond and send documents outside of email, and absolutely nothing worked... except this! I couldn't imagine not using Keeper for my clients' portals.

Aug 22, 2023

Aug 22, 2023

Cheryl Gatlin
Cheryl Gatlin
G2
Verified user

Fantastic Management Tool!

Keeper has been a game-changer for managing my business. I have been able to create SOP's inside of Keeper for daily, weekly and monthly closing tasks to be checked off by my bookkeepers inside of each client portal. Nothing is forgotten and I am able to track what each employee is doing and where we are in the process of closing clients' accounts at a quick glance. Keeper is also amazing for your clients. We are no longer downloading uncategorized transactions into Excel, editing excel to make it look pretty, saving and then attaching to a email. We are able to mark transactions we have questions on with one click and then send an email template within Keeper to let them know they have questions in their portal with another click or two. Once we have the answer back from the client, we are able to code that transaction in Keeper. It's a one-stop shop! Huge time saver. I honestly don't know how we would live without it at this point in time. Also, if you ever have a question or are having issues, they are super responsive.
Cheryl Gatlin
Cheryl Gatlin
G2
Verified user

Fantastic Management Tool!

Keeper has been a game-changer for managing my business. I have been able to create SOP's inside of Keeper for daily, weekly and monthly closing tasks to be checked off by my bookkeepers inside of each client portal. Nothing is forgotten and I am able to track what each employee is doing and where we are in the process of closing clients' accounts at a quick glance. Keeper is also amazing for your clients. We are no longer downloading uncategorized transactions into Excel, editing excel to make it look pretty, saving and then attaching to a email. We are able to mark transactions we have questions on with one click and then send an email template within Keeper to let them know they have questions in their portal with another click or two. Once we have the answer back from the client, we are able to code that transaction in Keeper. It's a one-stop shop! Huge time saver. I honestly don't know how we would live without it at this point in time. Also, if you ever have a question or are having issues, they are super responsive.

May 5, 2023

May 5, 2023

Tiffany Brantner
Tiffany Brantner
G2
Verified user

Keeper is a game changer

Keeper is a must in my firm. It has changed the game for us. Using Keeper allows us to easily track progress of monthly closes and the Keeper team is always looking for ways to improve the app. They listen to our feedback and continue to improve the software.
Tiffany Brantner
Tiffany Brantner
G2
Verified user

Keeper is a game changer

Keeper is a must in my firm. It has changed the game for us. Using Keeper allows us to easily track progress of monthly closes and the Keeper team is always looking for ways to improve the app. They listen to our feedback and continue to improve the software.

May 5, 2023

May 5, 2023

Cristina Rodriguez
Cristina Rodriguez
G2
Verified user

I love Keeper!

I love Keeper because it makes me more organized and not miss a thing. I love that there are sections where I can add and remove as many subcategories to review and check off. When I review the transactions by subsections, it helps me catch transactions incorrectly categorized. Now that there is a Keeper extension for QBO, I get to ask questions to clients directly from QBO. That is very helpful too. I love that clients can also upload to their portal. It is just a perk to stay organized.
Cristina Rodriguez
Cristina Rodriguez
G2
Verified user

I love Keeper!

I love Keeper because it makes me more organized and not miss a thing. I love that there are sections where I can add and remove as many subcategories to review and check off. When I review the transactions by subsections, it helps me catch transactions incorrectly categorized. Now that there is a Keeper extension for QBO, I get to ask questions to clients directly from QBO. That is very helpful too. I love that clients can also upload to their portal. It is just a perk to stay organized.

May 4, 2023

May 4, 2023

Conner Schryver
Conner Schryver
G2
Verified user

Keeper will evolve your bookkeeping practice!

Where to begin? At the start, it was the immediate improvement to how we ask questions to our clients. Now it's evolved into how I manage quality control while delegating to my team. The Keeper team is constantly improving the app and pushing forward on user-requested solutions. I would recommend them to any practice whether you're just starting out or an established firm.
Conner Schryver
Conner Schryver
G2
Verified user

Keeper will evolve your bookkeeping practice!

Where to begin? At the start, it was the immediate improvement to how we ask questions to our clients. Now it's evolved into how I manage quality control while delegating to my team. The Keeper team is constantly improving the app and pushing forward on user-requested solutions. I would recommend them to any practice whether you're just starting out or an established firm.

May 23, 2023

May 23, 2023

Erika Balza
Erika Balza
G2
Verified user

The BEST tool for all Bookkeepers!

Keeper has organized our bookkeeping closing process and has made contact with our clients so much easier through the client portal. Keeper continues to improve its functions on a weekly basis and listens to its customers as far as improvements and 'wants' in the program. I highly recommend using Keeper to make your working life so much easier!
Erika Balza
Erika Balza
G2
Verified user

The BEST tool for all Bookkeepers!

Keeper has organized our bookkeeping closing process and has made contact with our clients so much easier through the client portal. Keeper continues to improve its functions on a weekly basis and listens to its customers as far as improvements and 'wants' in the program. I highly recommend using Keeper to make your working life so much easier!

May 7, 2023

May 7, 2023

Melodie MacNeil
Melodie MacNeil
G2
Verified user

Best thing that ever happened to my business!

Keeper has cut my month-end process down by at least half! The software allows me and my team instant transparency on the status of each client project. In addition to the checklists, Keeper allows you to create your own templates for different types of client projects and a unique client portal where you can collaborate efficiently with the clients and/or their staff. I can't live without this!
Melodie MacNeil
Melodie MacNeil
G2
Verified user

Best thing that ever happened to my business!

Keeper has cut my month-end process down by at least half! The software allows me and my team instant transparency on the status of each client project. In addition to the checklists, Keeper allows you to create your own templates for different types of client projects and a unique client portal where you can collaborate efficiently with the clients and/or their staff. I can't live without this!

May 3, 2023

May 3, 2023

Jelena Arkula
Jelena Arkula
G2

A game changer for any bookkeeping practice

As a booking professional, I have enjoyed using various apps and software solutions to help me manage my workload. However, none have impressed me quite like the Keeper app. The introduction of the client portal has been a game-changer for our operations. Not only has it saved us valuable time, but our clients have embraced the new platform, which has quickly become the preferred mode of communication. The portal's intuitive interface allows for seamless communication between our team and clients, improving overall efficiency and client experience. By allowing clients to access relevant information and update their details at their convenience, we have significantly reduced back-and-forth emails and phone calls. Our clients' overwhelmingly positive response demonstrates how valuable the portal has been in improving communication and strengthening our relationships. We are thrilled to have implemented such a valuable tool and look forward to continued success with its use. The user interface is intuitive and easy to navigate, making the processes a breeze. But what sets Keeper app apart is its ability to save time and streamline workflows, giving me more time to focus on other important aspects of my work. Moreover, the Keeper app is constantly evolving and improving based on feedback from users like myself. It's refreshing to see a company that takes user input to heart and continually works to enhance the user experience. I can't recommend the Keeper app enough to fellow bookkeeping professionals. Its comprehensive features, outstanding review and close procedures, and detailed reporting make it a necessary app for any bookkeeping practice.
Jelena Arkula
Jelena Arkula
G2

A game changer for any bookkeeping practice

As a booking professional, I have enjoyed using various apps and software solutions to help me manage my workload. However, none have impressed me quite like the Keeper app. The introduction of the client portal has been a game-changer for our operations. Not only has it saved us valuable time, but our clients have embraced the new platform, which has quickly become the preferred mode of communication. The portal's intuitive interface allows for seamless communication between our team and clients, improving overall efficiency and client experience. By allowing clients to access relevant information and update their details at their convenience, we have significantly reduced back-and-forth emails and phone calls. Our clients' overwhelmingly positive response demonstrates how valuable the portal has been in improving communication and strengthening our relationships. We are thrilled to have implemented such a valuable tool and look forward to continued success with its use. The user interface is intuitive and easy to navigate, making the processes a breeze. But what sets Keeper app apart is its ability to save time and streamline workflows, giving me more time to focus on other important aspects of my work. Moreover, the Keeper app is constantly evolving and improving based on feedback from users like myself. It's refreshing to see a company that takes user input to heart and continually works to enhance the user experience. I can't recommend the Keeper app enough to fellow bookkeeping professionals. Its comprehensive features, outstanding review and close procedures, and detailed reporting make it a necessary app for any bookkeeping practice.

May 4, 2023

May 4, 2023

Susan Nelson
Susan Nelson
G2
Verified user

Best software ever!

I like everything about Keeper, it makes month end SO much smoother and simpler. The best thing is that they keep adding features for the same price.
Susan Nelson
Susan Nelson
G2
Verified user

Best software ever!

I like everything about Keeper, it makes month end SO much smoother and simpler. The best thing is that they keep adding features for the same price.

Jul 18, 2023

Jul 18, 2023

Marcela Stellmach
Marcela Stellmach
G2
Verified user

Makes my month end so easy!!

I love how it has increase my quality control for month end! Every week there is an improvement for something new! I feel confident Im taking care of my clients and have control of what my team does too!
Marcela Stellmach
Marcela Stellmach
G2
Verified user

Makes my month end so easy!!

I love how it has increase my quality control for month end! Every week there is an improvement for something new! I feel confident Im taking care of my clients and have control of what my team does too!

Jul 17, 2023

Jul 17, 2023

JA
Jessica Albee
G2
Verified user

Can't live without it!

I can't IMAGINE how I would have been able to grow my firm to where it's at today without Keeper 😳 GAMECHANGER 🙌🏼❤️ I'll talk your ear off ALL. DAY. LONG. on how amazing this software is. It has everything in one place. THANK YOU KEEPER TEAM!!!
JA
Jessica Albee
G2
Verified user

Can't live without it!

I can't IMAGINE how I would have been able to grow my firm to where it's at today without Keeper 😳 GAMECHANGER 🙌🏼❤️ I'll talk your ear off ALL. DAY. LONG. on how amazing this software is. It has everything in one place. THANK YOU KEEPER TEAM!!!

Apr 25, 2023

Apr 25, 2023

Jodie Strong
Jodie Strong
G2
Verified user

Keeper reduces our tech stack by replacing a variety of systems

Not only can we close each client with confidence each month and provide high-quality reports, but we can also use Keeper for project management to stay on top of all our daily tasks!
Jodie Strong
Jodie Strong
G2
Verified user

Keeper reduces our tech stack by replacing a variety of systems

Not only can we close each client with confidence each month and provide high-quality reports, but we can also use Keeper for project management to stay on top of all our daily tasks!

May 5, 2023

May 5, 2023

TC
Taylor Clouse
G2
Verified user

Best tool ever for running a bookkeeping practice

Keeper is a fantastic tool for overseeing a bookkeeping practice, ensuring accurate bookkeeping in QBO and Xero as well as administering quality control over your employees. In addition, the portal, financial reporting and W9 management offer a way to add value to your clients and set you apart from other practices.
TC
Taylor Clouse
G2
Verified user

Best tool ever for running a bookkeeping practice

Keeper is a fantastic tool for overseeing a bookkeeping practice, ensuring accurate bookkeeping in QBO and Xero as well as administering quality control over your employees. In addition, the portal, financial reporting and W9 management offer a way to add value to your clients and set you apart from other practices.

May 4, 2023

May 4, 2023

Marie Pues
Marie Pues
G2
Verified user

In Love with Keeper!

I implemented Keeper at the 1099 deadline but have been using it for all of my clients since, and it has been so much help in identifying discrepancies in the books before I get to the year-end review. I have also started using it for onboarding clients, saving me time from sending out reminder emails to gather information.
Marie Pues
Marie Pues
G2
Verified user

In Love with Keeper!

I implemented Keeper at the 1099 deadline but have been using it for all of my clients since, and it has been so much help in identifying discrepancies in the books before I get to the year-end review. I have also started using it for onboarding clients, saving me time from sending out reminder emails to gather information.

May 8, 2023

May 8, 2023

Tailor Hartman
Tailor Hartman
G2

Keeper is AMAZING! I recommend it to everyone who does monthly financial accounting.

Keeper streamlines the main processes of our accounting firm. Without Keeper we had to use a few different softwares to accomplish the same tasks. We can structure client onboarding, monthly financials, and document storage all within Keeper. They give a ton of control as well so we can customize when, who, and what we email. AND they're super focused on staying relevant through updates with new ai tech. Overall, great company & tool. Excited to see what they do next.
Tailor Hartman
Tailor Hartman
G2

Keeper is AMAZING! I recommend it to everyone who does monthly financial accounting.

Keeper streamlines the main processes of our accounting firm. Without Keeper we had to use a few different softwares to accomplish the same tasks. We can structure client onboarding, monthly financials, and document storage all within Keeper. They give a ton of control as well so we can customize when, who, and what we email. AND they're super focused on staying relevant through updates with new ai tech. Overall, great company & tool. Excited to see what they do next.

Jun 1, 2023

Jun 1, 2023

KJ
Kyli Jones
G2
Verified user

Helps to keep me on track and remember my tasks

I like how easily you can contact clients and how easily you can pull up transactions from quickbooks and edit them. It makes my process go smoother.
KJ
Kyli Jones
G2
Verified user

Helps to keep me on track and remember my tasks

I like how easily you can contact clients and how easily you can pull up transactions from quickbooks and edit them. It makes my process go smoother.

May 10, 2023

May 10, 2023

AF
Ashley Ford
G2

Absolute game-changer for accounting firms!

Keeper's ability to sync with QBO and review books in minutes is an absolute game-changer! Using this app has streamlined the way that we close client books and has given us the ability to provide better insight and higher-level advisory for our clients. As an owner, it's allowed me to stay on top of employee work and workflow statuses with ease. I highly recommend Keeper to any firms that provide bookkeeping!
AF
Ashley Ford
G2

Absolute game-changer for accounting firms!

Keeper's ability to sync with QBO and review books in minutes is an absolute game-changer! Using this app has streamlined the way that we close client books and has given us the ability to provide better insight and higher-level advisory for our clients. As an owner, it's allowed me to stay on top of employee work and workflow statuses with ease. I highly recommend Keeper to any firms that provide bookkeeping!

May 1, 2023

May 1, 2023

NB
Natalie Browne
G2
Verified user

keeper saves us time!

Having all of our tasks in one place and assigned to staff has really streamlined our workflow
NB
Natalie Browne
G2
Verified user

keeper saves us time!

Having all of our tasks in one place and assigned to staff has really streamlined our workflow

May 4, 2023

May 4, 2023

DS
debbie Shore
G2

Owner and operator of bookkeeping firm

Everything is in one spot. Great client portal and makes it easy to ask questions and followup on responses.
DS
debbie Shore
G2

Owner and operator of bookkeeping firm

Everything is in one spot. Great client portal and makes it easy to ask questions and followup on responses.

Jun 29, 2023

Jun 29, 2023

Verified User
Verified User in Accounting
G2
Verified user

Keeper for Task Management and Client Communication

Keeper allows you to ask questions of your client from within the bank feed in QBO while you are working on your client's bookkeeping.
Verified User
Verified User in Accounting
G2
Verified user

Keeper for Task Management and Client Communication

Keeper allows you to ask questions of your client from within the bank feed in QBO while you are working on your client's bookkeeping.

May 6, 2023

May 6, 2023

Celeste O'Connor
Celeste O'Connor
G2

SEO

Communication and level of customization
Celeste O'Connor
Celeste O'Connor
G2

SEO

Communication and level of customization

Jul 10, 2023

Jul 10, 2023

SA
Sharnette Atkinson
G2
Verified user

Game Changer for my Firm!

Where do I start? My customer's are more responsive to my requests since incorporating Keeper into my business. I am more organized and better able to keep track of deadlines. And best of all, Ben and Team really listen to their customer's and quickly implement new features or improve on existing ones based on feedback from all of their clients. If only all app developers were this in tune with their customers. I also very much appreciate the weekly feature updates and monthly Keeping Up with Keeper webinars.
SA
Sharnette Atkinson
G2
Verified user

Game Changer for my Firm!

Where do I start? My customer's are more responsive to my requests since incorporating Keeper into my business. I am more organized and better able to keep track of deadlines. And best of all, Ben and Team really listen to their customer's and quickly implement new features or improve on existing ones based on feedback from all of their clients. If only all app developers were this in tune with their customers. I also very much appreciate the weekly feature updates and monthly Keeping Up with Keeper webinars.

May 8, 2023

May 8, 2023

CK
Chris Kocina
G2
Verified user

I don't know what I would do without Keeper!

Where do I begin? Keeper is so helpful in many ways. I love the communication part the most! It makes it so easy to ask your clients questions about sensitive data without having to email/call/text. The monthly closes are incredibly helpful in keeping me organized and consistent with my clients. Each one is different, but Keeper allows me to customize each client's close process and keep notes so me and my team can always stay on top of everyone. All bookkeepers should be using Keeper. It's hands down the best app to keep us organized and communicate efficiently.
CK
Chris Kocina
G2
Verified user

I don't know what I would do without Keeper!

Where do I begin? Keeper is so helpful in many ways. I love the communication part the most! It makes it so easy to ask your clients questions about sensitive data without having to email/call/text. The monthly closes are incredibly helpful in keeping me organized and consistent with my clients. Each one is different, but Keeper allows me to customize each client's close process and keep notes so me and my team can always stay on top of everyone. All bookkeepers should be using Keeper. It's hands down the best app to keep us organized and communicate efficiently.

May 8, 2023

May 8, 2023

CW
Cheyenne Weaver
G2
Verified user

Keeper has been a game changer in my business.

The reports are my favorite feature of Keeper because they bring the most value to my clients, but all the features are valuable to myself, my team, and my clients. Clients appreciate the ease of answering questions and uploading documents. Teammates appreciate the ability to adjust each account based on client nuances. I appreciate the ability to keep all client-related questions in one place. I also like that my team can send white-labeled questions to my clients. It's a dream come true for the bookkeeping profession!
CW
Cheyenne Weaver
G2
Verified user

Keeper has been a game changer in my business.

The reports are my favorite feature of Keeper because they bring the most value to my clients, but all the features are valuable to myself, my team, and my clients. Clients appreciate the ease of answering questions and uploading documents. Teammates appreciate the ability to adjust each account based on client nuances. I appreciate the ability to keep all client-related questions in one place. I also like that my team can send white-labeled questions to my clients. It's a dream come true for the bookkeeping profession!

May 4, 2023

May 4, 2023

KM
Kerrie Maynes
G2
Verified user

This software will literally save your sanity!!!

There are so many things to list here, from the ability to easily see what's missing in the books, to QCing the books, to the ease of access to asking questions to your clients from transactions in QBO to the ease of creating reports, storing documents, communicating with your team, to so much more!!!
KM
Kerrie Maynes
G2
Verified user

This software will literally save your sanity!!!

There are so many things to list here, from the ability to easily see what's missing in the books, to QCing the books, to the ease of access to asking questions to your clients from transactions in QBO to the ease of creating reports, storing documents, communicating with your team, to so much more!!!

May 4, 2023

May 4, 2023

Clay Glassford
Clay Glassford
G2
Verified user

Finally a workflow app that is designed like a spreadsheet!

It is logically set up, left brain style. Most bookkeepers and accountants are left brain analytical thinkers, so why are all the workflow apps set up for right brain people? I love that I can log in and see very clearly and logically in seconds what has been and needs to be completed. The setup looks like columns and rows, you can also change the view to Kanban if you need to use that view. They are constantly updating, tweaking and keeping it cutting edge, by taking suggestions from it's many, many accountant and bookkeeper users. I highly recommend this!!!
Clay Glassford
Clay Glassford
G2
Verified user

Finally a workflow app that is designed like a spreadsheet!

It is logically set up, left brain style. Most bookkeepers and accountants are left brain analytical thinkers, so why are all the workflow apps set up for right brain people? I love that I can log in and see very clearly and logically in seconds what has been and needs to be completed. The setup looks like columns and rows, you can also change the view to Kanban if you need to use that view. They are constantly updating, tweaking and keeping it cutting edge, by taking suggestions from it's many, many accountant and bookkeeper users. I highly recommend this!!!

May 4, 2023

May 4, 2023

Katie Hanna
Katie Hanna
G2
Verified user

Game changer for bookkeepers

Keeper has been an absolute game changer for my bookkeeping firm. We were struggling to keep up with reviews as our client list and staff grew. Keeper helps us keep way better track of everything going on for each client and allows the staff to do the majority of their own review work before I final sign off by a manager. They are an amazing company to work with and are constantly improving.
Katie Hanna
Katie Hanna
G2
Verified user

Game changer for bookkeepers

Keeper has been an absolute game changer for my bookkeeping firm. We were struggling to keep up with reviews as our client list and staff grew. Keeper helps us keep way better track of everything going on for each client and allows the staff to do the majority of their own review work before I final sign off by a manager. They are an amazing company to work with and are constantly improving.

Apr 27, 2023

Apr 27, 2023

KM
Kelan Macy
G2
Verified user

Love Keeper

Keeper makes my practice work! I don't know how I functioned before Keeper. This software is an absolutely essential software for any and all bookkeepers wanting to grow and/or scale their practice!
KM
Kelan Macy
G2
Verified user

Love Keeper

Keeper makes my practice work! I don't know how I functioned before Keeper. This software is an absolutely essential software for any and all bookkeepers wanting to grow and/or scale their practice!

Apr 25, 2023

Apr 25, 2023

Sabrina Burke
Sabrina Burke
G2

Keeper for Growth and Management

Keeper is a fantastic tool for employee management of a bookkeeping firm. One of the best features is inter-company reconciliations to confirm both sets of books.
Sabrina Burke
Sabrina Burke
G2

Keeper for Growth and Management

Keeper is a fantastic tool for employee management of a bookkeeping firm. One of the best features is inter-company reconciliations to confirm both sets of books.

Apr 25, 2023

Apr 25, 2023

AG
Abbey Garcia
G2

Game Changer - Can't Imagine Life Without It!

This isn't just software it's a whole practice management operating system and a supportive virtual community. The developers are available and responsive and the software improves weekly.
AG
Abbey Garcia
G2

Game Changer - Can't Imagine Life Without It!

This isn't just software it's a whole practice management operating system and a supportive virtual community. The developers are available and responsive and the software improves weekly.

Apr 25, 2023

Apr 25, 2023

LI

Laura Sabbagh | Your Business Matters Inc

My only regret is not trying keeper sooner! And I will never ever give it up! Don’t be like me. Try it now.
LI

Laura Sabbagh | Your Business Matters Inc

My only regret is not trying keeper sooner! And I will never ever give it up! Don’t be like me. Try it now.

Apr 25, 2023

Apr 25, 2023

Jessica Albee
Jessica Albee

Owner of Sparkle Bookkeeping, LLC

I can't IMAGINE how I would have been able to grow my firm to where it's at today without Keeper 😳 GAMECHANGER 🙌🏼❤️ I'll talk your ear off ALL. DAY. LONG. on how amazing this software is. It has everything in one place. THANK YOU KEEPER TEAM!!!
Jessica Albee
Jessica Albee

Owner of Sparkle Bookkeeping, LLC

I can't IMAGINE how I would have been able to grow my firm to where it's at today without Keeper 😳 GAMECHANGER 🙌🏼❤️ I'll talk your ear off ALL. DAY. LONG. on how amazing this software is. It has everything in one place. THANK YOU KEEPER TEAM!!!

Apr 1, 2023

Apr 1, 2023

Traci Swindle

Traci Swindle

CEO

To say that Keeper is a game changer is THE understatement of the decade! 🤩 Not only has it streamlined our workload, systemized processes, and improved communication (both internally and with clients), but we also use the client portal with prospects. We do all of our discovery and onboarding using the client portal which is just one more test to see if a client is a good fit and can fit into our systems. Ben and Kenny have not only designed an incredible product for our industry but they are two of the coolest guys in town! 👓 I no longer have shiny-squirrel syndrome, which is a feat in and of itself! Hands down the best option for our industry! As an extra bonus the weekly updates continue to improve on an already spectacular product!
Traci Swindle

Traci Swindle

CEO

To say that Keeper is a game changer is THE understatement of the decade! 🤩 Not only has it streamlined our workload, systemized processes, and improved communication (both internally and with clients), but we also use the client portal with prospects. We do all of our discovery and onboarding using the client portal which is just one more test to see if a client is a good fit and can fit into our systems. Ben and Kenny have not only designed an incredible product for our industry but they are two of the coolest guys in town! 👓 I no longer have shiny-squirrel syndrome, which is a feat in and of itself! Hands down the best option for our industry! As an extra bonus the weekly updates continue to improve on an already spectacular product!

Mar 29, 2023

Mar 29, 2023

KS

Kevin Sterling

President - Centrosome Inc.
Keeper's Chrome extension has significantly increased our productivity! When coding bank transactions and asking for information from the clients it saves so much time not having to bounce back and forth between apps. Great job team!
KS

Kevin Sterling

President - Centrosome Inc.
Keeper's Chrome extension has significantly increased our productivity! When coding bank transactions and asking for information from the clients it saves so much time not having to bounce back and forth between apps. Great job team!
company logo

Mar 28, 2023

company logo

Mar 28, 2023

CK

Christine Knowlton

Lakeside Ledgers LLC

I was just telling my husband that I've never seen software development that is so reactive (listening to customer needs) and proactive (constantly coming up with improvement ideas). I'm always excited to see the 'Thursday Update' of new features or streamlining. Once again I was not disappointed as this Chrome extension was introduced today. I immediately downloaded it and figured out the simple set up and interface without reading the instructions. It worked flawlessly on first try and I giggled like a kid in a candy shop as I envisioned how much time and effort I would be saving once again.
CK

Christine Knowlton

Lakeside Ledgers LLC

I was just telling my husband that I've never seen software development that is so reactive (listening to customer needs) and proactive (constantly coming up with improvement ideas). I'm always excited to see the 'Thursday Update' of new features or streamlining. Once again I was not disappointed as this Chrome extension was introduced today. I immediately downloaded it and figured out the simple set up and interface without reading the instructions. It worked flawlessly on first try and I giggled like a kid in a candy shop as I envisioned how much time and effort I would be saving once again.

Mar 16, 2023

Mar 16, 2023

B

Brandi D

attached image
WHAAA?! You Keeper peeps. You're just... well, you're my favorite. That is all.
B

Brandi D

attached image
WHAAA?! You Keeper peeps. You're just... well, you're my favorite. That is all.

Mar 3, 2023

Mar 3, 2023

J

Jill R

I'm SO THANKFUL for the "Expense Inconsistency" Report! It led me to a Banking Rule that was automatically putting transactions in an incorrect account. I have NO IDEA how that rule was created! But without the Keeper report, I might not have noticed! Thank you, Ben Stein and the Keeper team! ❤
J

Jill R

I'm SO THANKFUL for the "Expense Inconsistency" Report! It led me to a Banking Rule that was automatically putting transactions in an incorrect account. I have NO IDEA how that rule was created! But without the Keeper report, I might not have noticed! Thank you, Ben Stein and the Keeper team! ❤

Feb 22, 2023

Feb 22, 2023

MD

Monica Dunne

Owner - MM Dunne Bookkeeping LLC

I signed up for the trial today and was blown away by how intuitive it is to set up, especially considering how much it can accomplish.
MD

Monica Dunne

Owner - MM Dunne Bookkeeping LLC

I signed up for the trial today and was blown away by how intuitive it is to set up, especially considering how much it can accomplish.

Feb 1, 2023

Feb 1, 2023

Christopher M.
Christopher M. Calkins Jr.
G2
Verified user

Keeper Made Work Fun (and more Profitable!)

I know all of us are very price conscoius and skeptical about new apps (and fees). Keeper did one thing right from their marketing, to the sales call, to onboarding, and now managing an existing client. They ALWAYS set the expectations of what they can do and they never promised something they couldn't. In fact, they encouraged us to demand more of them and that is why in just the last 6-months that I have been a client, they have made a great product excellent. There are new product rollouts every week on the recommendations of their users. Not to mention their support -- that's incredible. I have had a few questions that I am sure I could have found in their extensive support docs but, hey I was being lazy... no worries on their side, within minutes (at a very odd hour of the night) I got an answer right away and they waited to make sure I was fully taken care of. Did I mention the pricing is fairer than anything? If you are starting out or established for 20+ years, this app is for all of you!!!! Trust me when I say give it a try and you'll just GET IT when you do. Now, the UI for my clients, WOW! For once my client's didn't have to complain about another password to remember of where to go. I embedded the portal link in my website (digisist.com) and white-labeled it by following the Keeper Doc instructions and my clients are like holy cow -- MAJOR upgrade, Chris!! Thanks to this app I am growing and able to handle the growth seamlessly with my templates and, as I said above, kind, helpful support from my Keeper Team! Thank you Keeper!!!! You officially have a superfan!!
Christopher M.
Christopher M. Calkins Jr.
G2
Verified user

Keeper Made Work Fun (and more Profitable!)

I know all of us are very price conscoius and skeptical about new apps (and fees). Keeper did one thing right from their marketing, to the sales call, to onboarding, and now managing an existing client. They ALWAYS set the expectations of what they can do and they never promised something they couldn't. In fact, they encouraged us to demand more of them and that is why in just the last 6-months that I have been a client, they have made a great product excellent. There are new product rollouts every week on the recommendations of their users. Not to mention their support -- that's incredible. I have had a few questions that I am sure I could have found in their extensive support docs but, hey I was being lazy... no worries on their side, within minutes (at a very odd hour of the night) I got an answer right away and they waited to make sure I was fully taken care of. Did I mention the pricing is fairer than anything? If you are starting out or established for 20+ years, this app is for all of you!!!! Trust me when I say give it a try and you'll just GET IT when you do. Now, the UI for my clients, WOW! For once my client's didn't have to complain about another password to remember of where to go. I embedded the portal link in my website (digisist.com) and white-labeled it by following the Keeper Doc instructions and my clients are like holy cow -- MAJOR upgrade, Chris!! Thanks to this app I am growing and able to handle the growth seamlessly with my templates and, as I said above, kind, helpful support from my Keeper Team! Thank you Keeper!!!! You officially have a superfan!!

Jul 23, 2022

Jul 23, 2022

L
Lissy Des Voigne
G2
Verified user

Calming the Chaos

It is such a great organizational and program management tool. I love how it integrates with Quickbooks and keeps everything, including a checklist, in one place. I can track what is going on with each client and stay organized with other team members. I love the reporting feature and the fact that I can review and drill down on reports right from the program. Also, lots of user support!
L
Lissy Des Voigne
G2
Verified user

Calming the Chaos

It is such a great organizational and program management tool. I love how it integrates with Quickbooks and keeps everything, including a checklist, in one place. I can track what is going on with each client and stay organized with other team members. I love the reporting feature and the fact that I can review and drill down on reports right from the program. Also, lots of user support!

Aug 9, 2022

Aug 9, 2022

Ben Day
Ben Day
G2

Keeper.app Saved My Business

Number 1 most helpful feature of Keeper has always been the direct communication with clients and team members - no more emails, texts, and phone calls - one place to log in, see the action items, and get them handled.
Ben Day
Ben Day
G2

Keeper.app Saved My Business

Number 1 most helpful feature of Keeper has always been the direct communication with clients and team members - no more emails, texts, and phone calls - one place to log in, see the action items, and get them handled.

Jul 14, 2022

Jul 14, 2022

A

Abbey G

Don’t know why I waited so long to roll out Keeper as my client portal. Been using it I think a year now for month end and task management but only recently rolled out the portal to clients. They love it and they’re SO responsive!! Now I’m sitting here on my couch on my iPad reviewing client responses pushing their comments to QuickBooks memo, updating the expense account and attaching files…. Ben Stein Kenny Song you guys have changed lives for real 😍😍😍 Anyone who may be holding off on the branded portal piece… it’s so worth it!!!! My most elusive clients are responding almost in real time!!!
A

Abbey G

Don’t know why I waited so long to roll out Keeper as my client portal. Been using it I think a year now for month end and task management but only recently rolled out the portal to clients. They love it and they’re SO responsive!! Now I’m sitting here on my couch on my iPad reviewing client responses pushing their comments to QuickBooks memo, updating the expense account and attaching files…. Ben Stein Kenny Song you guys have changed lives for real 😍😍😍 Anyone who may be holding off on the branded portal piece… it’s so worth it!!!! My most elusive clients are responding almost in real time!!!

Jan 28, 2023

Jan 28, 2023

JC

Joel Cosseboom

Owner - Upstream Bookkeeping
I’ve cut my month-end closing time down considerably; I am doing more in less time. An added bonus is that my clients are ecstatic about the client portal, the ease of communication, and the beautiful and impactful reporting package.
JC

Joel Cosseboom

Owner - Upstream Bookkeeping
I’ve cut my month-end closing time down considerably; I am doing more in less time. An added bonus is that my clients are ecstatic about the client portal, the ease of communication, and the beautiful and impactful reporting package.
company logo

Jan 25, 2023

company logo

Jan 25, 2023

SB

Sabrina Burke

Director of the Virtual Controller Division - Perlson
This week we onboarded entity #29 to the virtual controller portfolio. The Keeper app is a month-end dream to help the bookkeeper team close the books, and help me manage the team and the client work. I couldn’t ask for better.
SB

Sabrina Burke

Director of the Virtual Controller Division - Perlson
This week we onboarded entity #29 to the virtual controller portfolio. The Keeper app is a month-end dream to help the bookkeeper team close the books, and help me manage the team and the client work. I couldn’t ask for better.
company logo

Nov 18, 2022

company logo

Nov 18, 2022

TC

Taylor Clouse

Next Level Books LLC
Keeper is an amazing tool for bookkeeping firms to keep track of monthly work and provide outstanding and easy interaction with clients for transaction questions and reporting. Now that this extension exists, and Xero is able to be utilized in Keeper you can now manage QBO and Xero closes in one system!
TC

Taylor Clouse

Next Level Books LLC
Keeper is an amazing tool for bookkeeping firms to keep track of monthly work and provide outstanding and easy interaction with clients for transaction questions and reporting. Now that this extension exists, and Xero is able to be utilized in Keeper you can now manage QBO and Xero closes in one system!
company logo

Nov 7, 2022

company logo

Nov 7, 2022

SF

Sarah Fury

Owner - Fury CPA

Keeper makes my life easy and more important my clients happy. No more messy emails or hunting down questions issues. Plus, the Keeper team is always available to help when I need it!
SF

Sarah Fury

Owner - Fury CPA

Keeper makes my life easy and more important my clients happy. No more messy emails or hunting down questions issues. Plus, the Keeper team is always available to help when I need it!

Aug 27, 2022

Aug 27, 2022

MS

Marie Stewart

Co Owner - Sound Accounts
I think Keeper's customer service is exemplary in a way that outstrips any other product in its field, much less the scope of this app. I have watched the developers respond to emerging problems politely, promptly, and with incredible knowledge. Always above and beyond expectations.
MS

Marie Stewart

Co Owner - Sound Accounts
I think Keeper's customer service is exemplary in a way that outstrips any other product in its field, much less the scope of this app. I have watched the developers respond to emerging problems politely, promptly, and with incredible knowledge. Always above and beyond expectations.
company logo

Aug 9, 2022

company logo

Aug 9, 2022

G

Greg C.

Keeper has allowed our business to complete our monthly closes in record time. It has also improved our client communication rate dramatically.
G

Greg C.

Keeper has allowed our business to complete our monthly closes in record time. It has also improved our client communication rate dramatically.

Jul 25, 2022

Jul 25, 2022

KM

Kerrie Maynes

Owner - Strategic Bookkeeping Solutions
If you're looking for an incredible product that greatly improves not only processes, efficiencies and quality control for Bookkeeping firms but is also backed by outstanding customer service, Keeper is your answer!!
KM

Kerrie Maynes

Owner - Strategic Bookkeeping Solutions
If you're looking for an incredible product that greatly improves not only processes, efficiencies and quality control for Bookkeeping firms but is also backed by outstanding customer service, Keeper is your answer!!
company logo

Jun 17, 2022

company logo

Jun 17, 2022

KB

Kari Bruns

Owner - Sawtooth Financial
Keeper is a game changer! The white label option makes YOU look like a rockstar! My clients absolutely LOVE the one-click portal - getting answers from clients has never been easier! Keeper is by far my favorite app that I use and I can't imagine going back to the way I was doing it before.
KB

Kari Bruns

Owner - Sawtooth Financial
Keeper is a game changer! The white label option makes YOU look like a rockstar! My clients absolutely LOVE the one-click portal - getting answers from clients has never been easier! Keeper is by far my favorite app that I use and I can't imagine going back to the way I was doing it before.
company logo

Mar 8, 2022

company logo

Mar 8, 2022

JC

Jen Cail

Owner - Medrano & Cail
Keeper has been a lifesaver for my firm. It has replaced other programs and made an all-in-one space that works to keep track of my clients. My firm can easily interact with clients, obtain documentation and send reminders to them with a click of a button. The best part of Keeper is the support. There has never been a time where my question has gone unanswered. To add to that, it is always answered in such a timely manner that I don’t have to wait days to get something resolved. Keeper is always seeking feedback from its clients which allows for the program to continue improving. Keeper is hands down the best!
JC

Jen Cail

Owner - Medrano & Cail
Keeper has been a lifesaver for my firm. It has replaced other programs and made an all-in-one space that works to keep track of my clients. My firm can easily interact with clients, obtain documentation and send reminders to them with a click of a button. The best part of Keeper is the support. There has never been a time where my question has gone unanswered. To add to that, it is always answered in such a timely manner that I don’t have to wait days to get something resolved. Keeper is always seeking feedback from its clients which allows for the program to continue improving. Keeper is hands down the best!
company logo

Feb 3, 2022

company logo

Feb 3, 2022

KK

Kathy Kowalczyk

Founder - Go Bookkeeping
This is the best tool I have ever invested in. My month-end work is down by at least 50%, clients are loving the new portal. Since I signed up 2 weeks ago Keeper team already improved the app TWICE. The best part is that it keeps me accountable and organized without any input from my side. No more creating tasks and due dates. Absolutely recommend it to every bookkeeper out there. And the month-end reports are a cherry on top of my client's deliverables.
KK

Kathy Kowalczyk

Founder - Go Bookkeeping
This is the best tool I have ever invested in. My month-end work is down by at least 50%, clients are loving the new portal. Since I signed up 2 weeks ago Keeper team already improved the app TWICE. The best part is that it keeps me accountable and organized without any input from my side. No more creating tasks and due dates. Absolutely recommend it to every bookkeeper out there. And the month-end reports are a cherry on top of my client's deliverables.
company logo

Jan 4, 2021

company logo

Jan 4, 2021