I especally love the client portal for easy Q&A, document sharing and bill/receipt entry. Customer service is very responsive, and the developers are constantly providing improvements and new features. I use it every day - my Chrome window opens to QBO, Keeper and Gmail.

What I like most about Keeper is how seamlessly it keeps all communication—both with my clients and my team—in one centralized location. It eliminates the back-and-forth between emails, texts, and other tools, and makes my workflow so much more efficient. The built-in organization features have been a lifesaver for staying on top of client needs and ensuring nothing slips through the cracks. Keeper keeps my business running smoothly daily!

Keeper allows me to communicate directly with clients about uncategorized transactions and share documents easily. Reports can include metrics and executive summaries, which help clients better understand their financial data. The W9 request feature makes it very easy to collect signed W9s from vendors and contractors directly through the platform.