The most helpful features I have found with Keeper are: a more streamlined process to get feedback from clients on hard to categorize transactions; the ability to easily communicate with my team directly tagged to the transaction/ account in question; the reports that make account review quick and thorough. The customer support and training is outstanding. It was very easy to integrate my current clients and my current workflow. I use Keeper on a daily basis with my team and my clients. I really appreciate the ability for my team to track hours by client and by project.

I LOVE two things the most: The ease of asking "what is this for" to the client and the automated reminders. In the past, I'd overthink when to send a reminder and now I don't need to. I just send the reminders. It's super easy to add a client, to remove a client and to get clients to use it. I use it all day, I'm in Keeper more than I'm in my email.

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.