What is Keeper?
Keeper is an integrated software designed to streamline and enhance bookkeeping businesses. It offers tools to communicate with clients, identify coding errors, manage tasks, and track key performance indicators.
The software integrates seamlessly with Quickbooks and Xero, facilitating faster client responses through a branded client portal. It provides file review features to detect and rectify coding errors without leaving the platform.
Keeper enables customized report generation for clients, extending beyond standard financial statements. With collaborative features, it facilitates team communication through in-app chat and supports time tracking for efficient work allocation.
Keeper’s comprehensive functionality also covers 1099s management, CRM, document management, time tracking, and more. It offers a 14-day free trial and options for custom solutions, such as white labeling the client portal.
Pricing
Starting at $8/month · Subscription
Features
18 features that make Keeper stand out.
Pros & Cons
Pros
- Ease of UseUsers appreciate the simplicity and intuitive nature of Keeper, noting that it requires minimal training to get accustomed to.
- SecurityKeeper is praised for its high level of security, including two-step authentication and secure credential sharing.
- Password ManagementEffective management of passwords and secure sharing capabilities are highlighted as key strengths.
- AccessibilityThe platform’s availability across mobile apps, web, and desktop versions ensures easy access anywhere, anytime.
- Innovative FeaturesFeatures like Keeper DNA for authentication using connected devices and the ability to attach photos and videos in a digital vault received positive feedback.
Cons
- Browser Plugin IssuesSome users reported erratic behavior and connectivity issues with the browser plugin.
- User DecommissioningChallenges in decommissioning users, especially in recovering passwords when a user disappears from AD with SSO enabled.
- Automatic Password UpdatesThe lack of fully automated password updates was mentioned as an area for improvement.
- Desktop InterfaceSuggestions were made for enhancing the desktop interface to make it sleeker and more user-friendly.
- Security DashboardThe absence of a Security Dashboard to evaluate the strength and weaknesses of passwords was noted.
Keeper alternatives
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No alternatives listed yet.
Frequently asked questions
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