Simplify Your Accounting with Keeper
Are you looking for a smarter, easier way to manage your business’s accounting? Keeper has your back. It’s more than just a tool—it’s your central hub for communication, document management, and real-time financial insight.
We use Keeper every day to collaborate with our clients, and we’ve seen firsthand how it brings peace of mind and clarity to the accounting process. Whether you’re closing the books each month or simply trying to stay organized, Keeper streamlines your workflow so you can focus on growing your business.
All-in-One Communication Made Easy
Keeping your accounting team and clients in sync has never been easier. With Keeper, you can:
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Share documents and receipts in one secure portal
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Set automated reminders for clients to send in files
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Ask questions directly and track responses with ease
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Schedule follow-ups without the back-and-forth emails
Say goodbye to login issues—simply send your clients a secure link, and they’ll get instant access to their financial information. You can even customize the portal with your own branding, giving clients a seamless, professional experience.
Best of all, you can chat with your team and clients right from the platform, making real-time collaboration simple and stress-free.
Let Automation Do the Heavy Lifting
Running a business means juggling countless transactions, invoices, and receipts. Keeper lightens the load by automatically syncing with tools like QuickBooks and Xero, so your financial data stays up-to-date—without manual entry.
If something looks off, Keeper flags discrepancies instantly, helping you catch errors before they become headaches.
Here’s how Keeper helps automate your workflow:
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Auto-sync changes across platforms
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Categorize and bulk-edit transactions with just a few clicks
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Request W-9s directly from vendors
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Identify missing documents and follow up in seconds
With Keeper, you’re always one step ahead—keeping your books accurate and audit-ready.
Stay on Top of Tasks Without the Chaos
Month-end close doesn’t have to be stressful. Keeper makes task management simple and intuitive.
Assign tasks to your team, create templates for recurring needs, and keep everything organized in one central dashboard. You’ll always know who’s doing what—and what’s due when.
Here’s what you can do with Keeper’s task management tools:
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Assign tasks to individual team members
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Track progress in real time
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Set deadlines and reminders
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Use tags to organize and locate files faster
By breaking down your accounting workflow into manageable pieces, Keeper helps your team stay focused and on track—no matter how busy things get.
Why Small Business Owners Love Keeper
From seamless communication to automated reviews and smart task tracking, Keeper takes the stress out of accounting. It’s not just another software—it’s a game-changer for your business.
At EBS, we’re all about simplifying the numbers. That’s why we use Keeper to streamline workflows, catch errors faster, and communicate seamlessly with our clients. It’s a game-changer for keeping books clean and accurate.