The reports are my favorite feature of Keeper because they bring the most value to my clients, but all the features are valuable to myself, my team, and my clients. Clients appreciate the ease of answering questions and uploading documents. Teammates appreciate the ability to adjust each account based on client nuances. I appreciate the ability to keep all client-related questions in one place. I also like that my team can send white-labeled questions to my clients. It's a dream come true for the bookkeeping profession! Review collected by and hosted on G2.com.

If I had to pick one thing, I would pick that the client file organization is a bit underwhelming and clunky. I appreciate having a feature for client uploads, but hoping this is an area that will be improved upon in the near future. Review collected by and hosted on G2.com.

It is logically set up, left brain style.

Most bookkeepers and accountants are left brain analytical thinkers, so why are all the workflow apps set up for right brain people?

I love that I can log in and see very clearly and logically in seconds what has been and needs to be completed.

The setup looks like columns and rows, you can also change the view to Kanban if you need to use that view.

They are constantly updating, tweaking and keeping it cutting edge, by taking suggestions from it's many, many accountant and bookkeeper users.

I highly recommend this!!! Review collected by and hosted on G2.com.

Frankly, I like everything about it.

I know that it will grow and be even better as time progresses. I get weekly updates, which tell me they care about accountants and bookkeepers. Review collected by and hosted on G2.com.

Keeper is a must in my firm. It has changed the game for us. Using Keeper allows us to easily track progress of monthly closes and the Keeper team is always looking for ways to improve the app. They listen to our feedback and continue to improve the software. Review collected by and hosted on G2.com.

I currently think the file storage and organization needs improvement. I also would love to have Keeper integrate with Google Docs and my calendar. I would love to have Keeper be my one stop shop for everything client management related. It is close but not quite there.

I would also love for there to be more than one reminder template available. Review collected by and hosted on G2.com.

Keeper streamlines almost every apect of our business. We use it every single day. It helps our clients avoid the anxiety that comes with logging into their accounting system and they get an easy interface with which to answer our questions. Review collected by and hosted on G2.com.

There is absolutely nothing I dislike about Keeper. Every time I have a suggestion, it's almost immediately implemented, or I'm shown where it already exists. Their response time is amazing. Review collected by and hosted on G2.com.

I love Keeper because it makes me more organized and not miss a thing. I love that there are sections where I can add and remove as many subcategories to review and check off. When I review the transactions by subsections, it helps me catch transactions incorrectly categorized. Now that there is a Keeper extension for QBO, I get to ask questions to clients directly from QBO. That is very helpful too. I love that clients can also upload to their portal. It is just a perk to stay organized. Review collected by and hosted on G2.com.

I honestly don't have something I dislike about Keeper. I have nothing to complain about so far. Review collected by and hosted on G2.com.

Keeper has been an absolute game changer for my bookkeeping firm. We were struggling to keep up with reviews as our client list and staff grew. Keeper helps us keep way better track of everything going on for each client and allows the staff to do the majority of their own review work before I final sign off by a manager. They are an amazing company to work with and are constantly improving. Review collected by and hosted on G2.com.

I wish there was an email integration and better client communication management beyond the portal. Though the portal has replaced a lot of communication that was previously emails. Review collected by and hosted on G2.com.

All the things! It is incredibly logical and allows me to view our entire book of clients, along with their status, so easily.

The Team stays egnaged.

The QC/Review process is simplified.

The flexibility is above par.

Client communication is a snap.

Support is better than any other platform we use.

From the 30,000 foot view, all the way down to the nitty gritty details, it has it ALL! Review collected by and hosted on G2.com.

There isn't anything to dislike. Keeping up with the updates is the only 'challenge'. Who can complain about improvements though? Especially when they are actually listening to their users. Review collected by and hosted on G2.com.

Where to begin? At the start, it was the immediate improvement to how we ask questions to our clients. Now it's evolved into how I manage quality control while delegating to my team. The Keeper team is constantly improving the app and pushing forward on user-requested solutions. I would recommend them to any practice whether you're just starting out or an established firm. Review collected by and hosted on G2.com.

Because they're still new there may be some features that they haven't fully rolled out yet, but they're always rolling out new features so if that is an issue for you, then you can vote on what you would like to see next. Review collected by and hosted on G2.com.

Keeper has all but fixed our quality control at month end for closing clients books. The seemless integrations with QBO and Xero are incredible! We love the responsiveness of the team too. Review collected by and hosted on G2.com.

I would like a fee account for our bookkeeping firm. Seems to be a standard across many integrations, but not Keeper. Not that it is a deal breaker! Review collected by and hosted on G2.com.

Keeper has organized our bookkeeping closing process and has made contact with our clients so much easier through the client portal. Keeper continues to improve its functions on a weekly basis and listens to its customers as far as improvements and 'wants' in the program. I highly recommend using Keeper to make your working life so much easier! Review collected by and hosted on G2.com.

Absolutely nothing! All of the improvements are made according to the needs and wants of Keeper's customers. Review collected by and hosted on G2.com.