Love the Keeper organization and bookkeeping tools. The 1099 capabilities make year end tasks SO much easier. I can't say enough positive things about Keeper! Review collected by and hosted on G2.com.

Colors and graphics would be a welcome addition to Keeper. It's very utilitarian. Review collected by and hosted on G2.com.

This Application is a game changer for us, after implementing this it has completely transformed our weekly end-close process and task management. we mostly use this with XERO-related tasks using keeper communicating with clients and coding unclassified transactions has become much simpler. Review collected by and hosted on G2.com.

apart from cost one thing I dislike about keeper is its implementation this is a bit complicated because the online videos provided by keeper for tutorials are very short. Review collected by and hosted on G2.com.

Where do I even start? This software has revolutionized our month-end close process and task management. It makes reviewing my staff's work a breeze by highlighting the items I was already manually checking for. Review notes are seamless with the comment ability available. Communicating with clients and coding unclassified transactions has become a breeze. The timekeeping system is more accurate than what we were using before because it prompts my staff to change clients and they don't need to remember on their own. Review collected by and hosted on G2.com.

I don't dislike anything but obviously, there will always be wants for additional features. My biggest want is the ability to integrate email accounts so we can create tasks and attach client email communication more easily. The company does take feedback and work on client requests daily. Review collected by and hosted on G2.com.

What I love most about Keeper is being able to communicate with my clients through a direct portal! There are plenty of other things I love about this site, but that is by far my top one! My second, hands down, would be the customer service! They are AWESOME! Review collected by and hosted on G2.com.

As the wife of a software engineer, I fully understand the lengths a development team takes to implement new technology into platforms. So, with that said, my biggest dislike is the receipt capture and that it's not there yet ;) But I know it's coming!!!! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It can be finicky if you change website builders. For instance, I built a new website from Word Press to a different platform and we had a heck of a time figuring out why Keeper was no longer working. Part of it was user error, but things changed about the address the app needed to go to that I didn't know about. If you're thinking of creating a new website with a different builder, contact Keeper once it's finished to ensure that the app still works. Review collected by and hosted on G2.com.

Keeper sync directly to your client's QuickBooks file Review collected by and hosted on G2.com.

client file organization is a bit underwhelming and difficult Review collected by and hosted on G2.com.

Where do I start? My customer's are more responsive to my requests since incorporating Keeper into my business. I am more organized and better able to keep track of deadlines. And best of all, Ben and Team really listen to their customer's and quickly implement new features or improve on existing ones based on feedback from all of their clients. If only all app developers were this in tune with their customers. I also very much appreciate the weekly feature updates and monthly Keeping Up with Keeper webinars. Review collected by and hosted on G2.com.

The Google integration. I despise gmail. I know if you use gmail, the integration is awesome but I am not a gmail fan. Review collected by and hosted on G2.com.

Where do I begin? Keeper is so helpful in many ways. I love the communication part the most! It makes it so easy to ask your clients questions about sensitive data without having to email/call/text. The monthly closes are incredibly helpful in keeping me organized and consistent with my clients. Each one is different, but Keeper allows me to customize each client's close process and keep notes so me and my team can always stay on top of everyone. All bookkeepers should be using Keeper. It's hands down the best app to keep us organized and communicate efficiently. Review collected by and hosted on G2.com.

My only complaint is the files section is a little tricky to use, but once I got the hang of it, using tags and questions for my clients (the only way I could find to add files to my clients' profiles), it was not that bad. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Any issues we have had were communicated to Ben and his staff. They were resolved immediately. I honestly could not ask for better customer service or product. I like everything about Keeper. It really is a fantastic tool for my business. Review collected by and hosted on G2.com.

There are so many things to list here, from the ability to easily see what's missing in the books, to QCing the books, to the ease of access to asking questions to your clients from transactions in QBO to the ease of creating reports, storing documents, communicating with your team, to so much more!!! Review collected by and hosted on G2.com.

Nothing as this software and its developers are constantly improving and adding features based on our feedback and requests. This software rocks! Review collected by and hosted on G2.com.