Introduction
In today’s fast-paced financial landscape, staying ahead requires leveraging the right tools. For bookkeepers and accountants, Keeper stands out as a powerful ally. Designed to streamline operations and enhance productivity, Keeper integrates communication, error detection, KPI tracking, and workflow management in one seamless platform. This review delves into the features that make Keeper indispensable, its benefits, and why it’s a must-have for financial professionals.
Key Features of Keeper
1. Comprehensive Client Portal Keeper’s client portal is a game-changer. Custom-branded and user-friendly, it encourages client engagement, reducing the need for back-and-forth emails and spreadsheets. Clients can log in to access documents, communicate directly, and stay updated on their financial status.
2. Advanced Error Detection One of Keeper’s standout features is its ability to catch coding errors before they escalate. By integrating with QuickBooks and Xero, Keeper identifies discrepancies that could lead to bigger issues, allowing for immediate correction without leaving the app.
3. Custom Reporting Gone are the days of mundane P&L statements. Keeper’s reporting tools offer insightful and visually appealing reports. These reports are designed to help clients understand their financial health in a more comprehensive and engaging way, making financial discussions more productive.
4. Workflow Integration Keeper ensures that tasks are tracked and completed within the app, aligning with your workflow software. This integration minimizes the risk of overlooked tasks and enhances team accountability.
5. Enhanced Collaboration Collaboration is at the heart of Keeper. The platform allows for seamless interaction between team members and clients, ensuring that everyone stays on the same page. Shared documents, real-time updates, and integrated communication channels make collaboration efficient and effective.
6. Time Tracking and Management Keeper’s time tracking feature ensures accurate billing and efficient time management. This tool is especially useful for firms that bill by the hour, providing transparency and precision in time reporting.
7. 1099 Management Managing 1099s can be a daunting task, but Keeper simplifies the process. The platform allows for easy tracking and reporting of 1099s, ensuring compliance and reducing the risk of errors.
8. CRM Capabilities With built-in CRM functionalities, Keeper helps you manage client relationships more effectively. Keep track of client interactions, schedule follow-ups, and maintain detailed records all in one place.
9. Document Management Keeper provides robust document management capabilities, ensuring that all financial documents are stored securely and are easily accessible. This feature enhances organization and reduces the time spent searching for documents.
Why You Should Use Keeper
1. Efficiency and Time-Saving Keeper significantly reduces the time spent on routine tasks. Automated error detection, streamlined communication, and integrated workflow management allow bookkeepers and accountants to focus on more strategic activities.
2. Improved Client Satisfaction The custom-branded client portal and insightful reporting tools enhance client interactions. Clients appreciate the transparency, ease of communication, and detailed reports that Keeper provides.
3. Enhanced Accuracy By catching errors early and providing tools for precise time tracking and 1099 management, Keeper minimizes the risk of costly mistakes. This accuracy is crucial for maintaining client trust and avoiding financial discrepancies.
4. Seamless Integration Keeper’s ability to integrate with popular accounting software like QuickBooks and Xero ensures that you can continue using the tools you’re familiar with while benefiting from Keeper’s additional features.
5. Scalability Whether you’re a small firm or a large enterprise, Keeper scales with your business. The platform’s features are designed to support growth, making it a long-term solution for your bookkeeping needs.
Real-World Testimonials
Joel Cosseboom, Owner: “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.”
Kerrie Maynes, Owner: “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!”
Sabrina Burke, Director of the Virtual Controller Division: “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.”
Experience the benefits of Keeper for yourself. Enhance your bookkeeping efficiency, improve client satisfaction, and ensure accuracy with the all-in-one solution trusted by thousands of professionals. Don’t miss out on transforming your business operations. Click here to get started with Keeper for free for 14 days or book a demo today!
Conclusion
Keeper is not just another bookkeeping tool; it’s a comprehensive solution designed to tackle the challenges faced by bookkeepers and accountants. Its powerful features, ease of use, and ability to integrate seamlessly with existing software make it an essential tool for any financial professional. Whether you aim to improve efficiency, enhance client satisfaction, or ensure accuracy, Keeper is the key to achieving your goals. Don’t wait—transform your bookkeeping practice with Keeper today.