Keeper

Keeper is a practice management platform built specifically for bookkeeping and client accounting services (CAS) firms, with a core focus on automating work that connects directly to the client’s accounting ledger.

What differentiates it from general practice management tools is its deep integration with QuickBooks Online and Xero — not just for syncing client records, but for pulling accounting data into workflows. Firms use it to manage uncategorized transactions, conduct month-end reviews, handle 1099 and W-9 collection, and deliver month-end financial reporting to clients, all within the platform.

The workflow layer is built around recurring CAS work: monthly bookkeeping cycles, review checklists, and client deliverables. A client portal allows clients to review and respond to accounting queries, upload documents, and receive reports. The platform also includes file management and email capabilities for handling client communication within the same system.

It is best suited for bookkeeping firms or accounting firms with a large or growing CAS practice. Firms with a primarily tax-focused model are less likely to take full advantage of the ledger-connected features that make Keeper distinct.