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.

My favorite aspect of Keeper is the transaction follow-up and uncategorized transaction management. It simplifies the process of reviewing and categorizing transactions, making it easy to ensure that all financial data is accurate and up-to-date. This feature saves me countless hours and helps reduce the amount of back and forth between clients.