Pricing & plans
Simple, transparent pricing for firms of all sizes. Pay per connected client, get an unlimited number of users. Get started with a free trial. No credit card required.
Standard
Great for starting out
$8
per client / per month
Get started
Includes
File Review Reports
Client Portal
Management Reporting
Task Management
Unlimited Users
Premium
Best for growing teams
Most Popular
$10
per client / per month
Get started
Includes all Standard features, plus:
Custom-branded Client Portal
Integrated Email
Time Tracking
Integrated Text Messaging
Direct Vendor W-9 Requests
Enterprise
For practices that serve more than 50 clients
Contact sales
Get started
Includes all Premium features, plus:
Agreed-upon pricing structures
Ongoing support from a dedicated Customer Success Manager
Advanced user permissions
Keeper Receipts
add-on
Automate your client’s receipt management – built natively into your close page and Client Portal.
$15
per client / per month
What our customers say
Where do I begin? Keeper is so helpful in many ways. I love the communication part the most! It makes it so easy to ask your clients questions about sensitive data without having to email/call/text. Keeper allows me to customize each client's close process and keep notes so me and my team can always stay on top of everyone. All bookkeepers should be using Keeper. It's hands down the best app to keep us organized and communicate efficiently.
Keeper is a must in my firm. It has changed the game for us. Using Keeper allows us to easily track progress of monthly closes and the Keeper team is always looking for ways to improve the app. They listen to our feedback and continue to improve the software.
"Game changer" doesn't even begin to describe Keeper! It is incredibly logical and allows me to view our entire book of clients, along with their status, so easily. The Team stays engaged. The QC/Review process is simplified. The flexibility is above par. Client communication is a snap. Support is better than any other platform we use. From the 30,000 foot view, all the way down to the nitty gritty details, it has it ALL!
Frequently asked questions
Can’t find the answer you’re looking for? Reach out to our support team.
QuickBooks Online is your client’s accounting software – it’s where their core accounting data lives. Keeper connects to QuickBooks to help accounting firms manage their clients and workflows.
By integrating with QuickBooks and having access to the clients’ ledgers, Keeper helps firms connect their work to their clients’ accounting data, so they can get faster response from clients, streamline the file review process, create custom management reports, and more.
By integrating with QuickBooks and having access to the clients’ ledgers, Keeper helps firms connect their work to their clients’ accounting data, so they can get faster response from clients, streamline the file review process, create custom management reports, and more.
Whether you’re a solopreneur or a Big 4 accounting firm, Keeper can help you manage your bookkeeping and accounting clients in a single platform.
After seeing Keeper in action on a personalized demo, we will assist you in kicking off your free trial on a 60-minute onboarding call. During this call, a dedicated Customer Success Representative (CSM) will walk you through the basics of connecting clients, customizing your portal, as well as building file review reports and recurring tasks. When you decide to subscribe – that same CSM will be available to answer any questions, set up team trainings, and more!
Our demos are completely personalized based on your unique practice and clients. Our product experts will show you how the tool works, answer specific questions that are relevant to your current processes, and set you up for success when you test out the tool during your free trial!
Not at this time. Our pricing gives your team access to the entire Keeper platform and all of its core features – but some firms may choose to utilize certain features over others. Keeper works to fill in specific gaps in your systems; or as the single app to replace them all!
Yes. In your practice settings, you can note which clients are quarterly. All connected clients are billed on a monthly basis.
To start a Keeper subscription, you must have at least one connected client. If you don’t have any clients to connect, we recommend connecting your QuickBooks Online Accountant account.
You will only be charged per the amount of connected clients at the beginning of your monthly billing cycle. A client is considered “connected” when you import their QuickBooks Online or Xero ledger files. You can add as many team members, client contacts or unconnected clients as you need, free of charge.
Keeper’s Client Portal uses Google Magic Links instead of traditional login credentials. This means your clients will receive an email the first time they access their portal asking them to validate their email address/device. Once validated, your clients can use the same link to open their portal in the future… no usernames and passwords necessary!
During your trial, you’ll have access to all listed features within the Standard and Premium pricing tiers.