Keeper

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by Keeper·Launched Accounting Practice Management Software Accounting Software

ReviewAITools Score · 7874 reviews9.0

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What is Keeper?

Keeper is an integrated software designed to streamline and enhance bookkeeping businesses. It offers tools to communicate with clients, identify coding errors, manage tasks, and track key performance indicators.

The software integrates seamlessly with Quickbooks and Xero, facilitating faster client responses through a branded client portal. It provides file review features to detect and rectify coding errors without leaving the platform.

Keeper enables customized report generation for clients, extending beyond standard financial statements. With collaborative features, it facilitates team communication through in-app chat and supports time tracking for efficient work allocation.

Keeper’s comprehensive functionality also covers 1099s management, CRM, document management, time tracking, and more. It offers a 14-day free trial and options for custom solutions, such as white labeling the client portal.

Best for

StartUpsSmall BusinessMedium Business

Pricing

Starting at $8/month · Subscription

Features

18 features that make Keeper stand out.

Client Management
Reporting & Statistics
Activity Dashboard
Approval Process Control
Self Service Portal
Smart and Automated Systems
Mobile Access
Client Portal
File Review
Task Management
Custom Branding
Integrated Email

Pros & Cons

Pros

Ease of UseUsers appreciate the simplicity and intuitive nature of Keeper, noting that it requires minimal training to get accustomed to.
SecurityKeeper is praised for its high level of security, including two-step authentication and secure credential sharing.
Password ManagementEffective management of passwords and secure sharing capabilities are highlighted as key strengths.
AccessibilityThe platform’s availability across mobile apps, web, and desktop versions ensures easy access anywhere, anytime.
Innovative FeaturesFeatures like Keeper DNA for authentication using connected devices and the ability to attach photos and videos in a digital vault received positive feedback.

Cons

Browser Plugin IssuesSome users reported erratic behavior and connectivity issues with the browser plugin.
User DecommissioningChallenges in decommissioning users, especially in recovering passwords when a user disappears from AD with SSO enabled.
Automatic Password UpdatesThe lack of fully automated password updates was mentioned as an area for improvement.
Desktop InterfaceSuggestions were made for enhancing the desktop interface to make it sleeker and more user-friendly.
Security DashboardThe absence of a Security Dashboard to evaluate the strength and weaknesses of passwords was noted.

Keeper alternatives

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Frequently asked questions

Is Keeper free to use?

Keeper does not include a free tier, but it offers a free trial so you can test it before committing.

How much does Keeper cost?

Keeper starts at $8/month. Higher tiers add seat capacity, automation, integrations and enterprise-grade controls.

What does Keeper integrate with?

Keeper integrates with popular tools such as Quickbase, Xero, plus an open API for custom workflows.

Who is Keeper best suited for?

Keeper is built for teams who need to standardise the workflow it covers — typically growing companies who have outgrown spreadsheets but don't yet need enterprise-grade procurement suites. The exact fit depends on company size, deal volume and compliance requirements.

How long does it take to onboard Keeper?

Most teams are live on Keeper within 2–6 weeks. Simpler implementations (small teams, default workflows) can be done in days; large enterprise rollouts with custom approval chains and ERP integration take longer.

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