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Keeper description
Keeper is a cloud-based software designed for bookkeeping and accounting firms. It streamlines client management and financial tasks through features like automated file review, client portals for secure communication, and customizable reporting. Keeper integrates with QuickBooks and Xero, providing a central hub to manage client financials, track tasks, and improve workflow efficiency. It stands out with its focus on automation and client communication tools, aiming to help firms complete month-end closings faster and deliver better service.
Who is Keeper best for
Keeper is a cloud-based software designed for bookkeeping and accounting firms to streamline client management and financial tasks. It offers automated file review, client portals, and customizable reporting. Users praise its time-saving automation and excellent customer support. However, some find the initial setup challenging and email communication limited. Keeper integrates with QuickBooks and Xero.
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Best for small firms seeking streamlined client management and financial tasks.
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Ideal for accounting and bookkeeping firms looking to improve workflow efficiency.
Keeper features
Supported Keeper facilitates client-advisor collaboration with secure communication, automated reminders, and custom reports. |
Supported Keeper supports secure client document management through its Client Portal. |
Supported Keeper offers a secure client portal accessible on web and mobile. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Keeper reviews
We've summarised 54 Keeper reviews (Keeper G2 reviews) and summarised the main points below.
- Streamlines month-end closing processes, saving time and improving efficiency.
- Excellent customer support, responsive and helpful.
- Customizable views and task management features enhance workflow organization.
- Client portal facilitates secure communication and document sharing.
- Integrates seamlessly with QuickBooks and Xero.
- Email communication is limited to a single email address, making it difficult to track client responses and identify the sender.
- Initial setup can be challenging for new users.
- Client file organization is underwhelming and difficult to navigate.
- Lacks a mobile app, limiting accessibility and flexibility.
- Financial reporting customization options are limited, particularly for international users.
Keeper pricing
The commentary is based on 4 reviews from Keeper G2 reviews.
Keeper's pricing is generally viewed favorably, with users highlighting its affordability and value. While some mention the cost, the overwhelming sentiment is that Keeper's features and time-saving capabilities justify the price, especially given the continuous addition of new functionalities.
Users sentiment
See the Keeper pricing page.
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Keeper has a free trial.
Includes File Review Reports, Client Portal, Management Reporting, Task Management, and Unlimited Users.
Includes all Standard features, plus: Custom-branded Client Portal, Integrated Email, Time Tracking, Integrated Text Messaging, and Direct Vendor W-9 Requests.
Includes all Premium features, plus: Agreed-upon pricing structures, Ongoing support from a dedicated Customer Success Manager, and Advanced user permissions.
Keeper alternatives
Financial CentsAccounting practice management: Streamlined workflows, automated tasks, scaled growth.Read more
Firm360Streamlines accounting firm operations, boosting efficiency and client satisfaction.Read more
Keeper FAQ
Keeper is a cloud-based software for bookkeeping and accounting firms. It centralizes client management, automates file reviews, and offers secure communication through client portals. Keeper integrates with QuickBooks and Xero, streamlining workflows and improving efficiency for month-end closings.
What is Keeper and what does Keeper do?
Keeper is a cloud-based software for bookkeeping and accounting firms. It centralizes client management, automates file reviews, and offers secure communication through client portals. Keeper integrates with QuickBooks and Xero, streamlining workflows and improving efficiency for month-end closings.
Keeper integrates with QuickBooks and Xero, providing a central hub for managing client financials. This integration streamlines workflows by connecting accounting data and client communication, facilitating efficient month-end closing processes.
How does Keeper integrate with other tools?
Keeper integrates with QuickBooks and Xero, providing a central hub for managing client financials. This integration streamlines workflows by connecting accounting data and client communication, facilitating efficient month-end closing processes.
Keeper's main competitors include Karbon, Financial Cents, TaxDome, and Suralink. These alternatives offer similar features for accounting firms, such as client portals, workflow automation, and document management. FreshBooks and SoftLedger are also competitors but cater to a broader range of businesses with accounting software solutions.
What the main competitors of Keeper?
Keeper's main competitors include Karbon, Financial Cents, TaxDome, and Suralink. These alternatives offer similar features for accounting firms, such as client portals, workflow automation, and document management. FreshBooks and SoftLedger are also competitors but cater to a broader range of businesses with accounting software solutions.
Yes, Keeper is a legitimate software solution. User reviews praise its streamlined month-end closing process and excellent customer support. It integrates with QuickBooks and Xero and offers secure client communication through a dedicated portal, enhancing workflow efficiency. While the initial setup can be challenging, Keeper is generally considered safe and effective for bookkeeping and accounting firms.
Is Keeper legit?
Yes, Keeper is a legitimate software solution. User reviews praise its streamlined month-end closing process and excellent customer support. It integrates with QuickBooks and Xero and offers secure client communication through a dedicated portal, enhancing workflow efficiency. While the initial setup can be challenging, Keeper is generally considered safe and effective for bookkeeping and accounting firms.
Keeper's Standard plan is $8 per client/month, while the Premium plan is $10 per client/month. Enterprise pricing is custom. The Keeper Receipts add-on costs $15 per client/month. A free trial is available for those wanting to test Keeper's features.
How much does Keeper cost?
Keeper's Standard plan is $8 per client/month, while the Premium plan is $10 per client/month. Enterprise pricing is custom. The Keeper Receipts add-on costs $15 per client/month. A free trial is available for those wanting to test Keeper's features.
Keeper's customer service is highly praised in reviews. Users describe the team as "amazing," "awesome," and readily available to answer questions and resolve issues quickly. The Keeper team is commended for actively listening to feedback, constantly implementing improvements, and providing helpful support.
Is Keeper customer service good?
Keeper's customer service is highly praised in reviews. Users describe the team as "amazing," "awesome," and readily available to answer questions and resolve issues quickly. The Keeper team is commended for actively listening to feedback, constantly implementing improvements, and providing helpful support.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
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