Keeper.app

Keeper streamlines bookkeeping, client communication, error detection, and financial reporting for accountants.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Keeper.app Overview

  • Updated December 9, 2025

Keeper is a cloud-based bookkeeping software designed for accountants and bookkeepers, integrating seamlessly with QuickBooks and Xero. It streamlines month-end closes, client communication, and task management through a custom-branded portal.

Features include automated file reviews, error detection, receipt management, and customizable financial reports. With tools for W-9 requests, CRM, and workflow automation, Keeper enhances efficiency, reduces manual tasks, and improves client collaboration, making it ideal for small to medium-sized accounting firms.

Key Features

  • Client Portal: A custom-branded, secure hub for clients to access financial data, respond to transaction queries, and upload documents, streamlining communication.
  • File Review Tools: Automated tools that flag expense inconsistencies, uncategorized transactions, and missing payees, syncing corrections to QuickBooks/Xero for faster month-end closes.
  • Task Management: Built-in system to create, track, and organize tasks with templates, tags, and collaborative features, ensuring efficient workflow management.
  • 1099 Management: Identify vendors needing 1099s, requests W-9s, and exports data for filing, reducing administrative workload.
  • Custom Management Reports: Generate tailored financial reports with executive summaries, KPIs, and graphs, published directly to the client portal.
  • Receipt Management: Allow clients to upload receipts via portal, mobile app, text, or email, with OCR and AI matching transactions to ledgers.
  • CRM Tools: Centralize client data, including close statuses, documents, and custom properties, for organized client management.
  • Integrated Email: Built-in email client for team collaboration, converting emails to tasks and tracking client communication history.
  • Time Tracking: Monitor time spent on tasks, aiding in efficient work allocation and billing.
  • Text Messaging: Enable automated text reminders to clients for faster responses to transaction queries.
  • Two-Way Sync with QuickBooks/Xero: Integrate with QuickBooks Online and Xero, syncing changes bidirectionally to streamline ledger updates.

Price

Plan Name Price (per client/month) Key Features
Standard $8 Includes File Review Reports, Client Portal, Management Reporting, Task Management, and Unlimited Users
Premium $10 Includes all Standard features, plus Custom-branded Client Portal, Integrated Email, Time Tracking, Integrated Text Messaging, and Direct Vendor W-9 Requests
Enterprise Contact Sales (Custom Pricing) Includes all Premium features, plus Agreed-upon pricing, Dedicated Customer Success Manager, and Advanced User Permissions

Pricing link: https://keeper.app/pricing-plans/

Pros

 

Competitor Pros of Keeper
Karbon Keeper offers straightforward, cost‑effective billing as a per‑client monthly rate, and it integrates tightly with QuickBooks Online and Xero. This makes closing books smoother, and firms save time. Karbon, by contrast, focuses more on email‑centric collaboration, which may be less directly tied to bookkeeping workflows.
Canopy Keeper includes two-way integration with QuickBooks Online and Xero, plus mobile apps and a lower per-client price starting at $8. Canopy usually comes with higher license costs. Keeper may also be less cluttered in its interface.
TaxDome Keeper is generally more affordable on a per-client basis and is focused on bookkeeping closing workflows, including file-review automation. TaxDome tries to be a broader hub, which may add complexity that not all teams need.
Financial Cents Keeper’s per-client pricing can be more budget-friendly, particularly when bookkeepers manage many clients. Some users note that Financial Cents charges per user, so if client loads are high, Keeper may cost less overall.
Jetpack Workflow Keeper comes with built-in file review, mobile access, and smooth integrations, whereas Jetpack Workflow is great for generic task templates and workflow but lacks those bookkeeping-centric features and mobile support.

Cons

Competitor Cons of Keeper
Karbon Keeper does not offer the same level of team collaboration through email workflows, Kanban boards, or shared views. Karbon may outperform Keeper on communication and task visibility.
Canopy Keeper might lack tax-resolution workflows, form auto-population features, or advanced client surveys that Canopy offers. Keeper’s focus is more general, so firms handling complex tax work may miss those tools.
TaxDome Keeper may feel narrower in scope. TaxDome provides a full practice hub with client portal, billing, secure messages, and more. Keeper may feel limited if you want one system to handle everything.
Financial Cents Keeper charges per client, and if a bookkeeper has many clients, the cost may add up. In contrast, Financial Cents charges per user, which can be cheaper for high-client, low-user scenarios.
Jetpack Workflow Keeper lacks some of Jetpack’s flexible workflow templates and customizable dashboards. Firms that rely on adaptable templates and workflow layouts may find Keeper more rigid.

Customers' Reviews From Reliable Websites

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