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.
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.
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.
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.
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.
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!
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!
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.
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!
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!!!
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.
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.
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.