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There are four fundamental pieces to Keeper
Task Management:
Like Asana or ClickUp, but built only for bookkeepers and integrated with QuickBooks online
Client Portal:
Communicate with your clients in a single place. Ask clients about coding questions or make document requests, and update transactions without leaving Keeper. Publish management reports and manage files, so your clients have a true all-in-one place to collaborate with you.
File Reviews:
Catch and correct coding errors before delivering client financials.
Management Reporting:
Track KPIs and generate reporting packages that your clients will actually read.
Keeper is bi-directionally synced with QuickBooks Online, so any changes that you make in Keeper will automatically get synced back to QBO.