Streamline your client work with
Utilize Keeper to it’s fullest.
Customize Dashboards & Task Lists
See the status of all clients, specific groups of clients, or what’s due in a single click.
Personalize your Client Experience
Add announcements & resources to create a more personalized portal for your clients
Manage Your Workflows
Setup Keeper’s task management features without adding more on top of your month-end
Organize Tasks Outside Month-End Close
Add tags & task statuses to reduce overwhelm and maximize visibility across your projects
Keeper isn't just for managing month-end close or communicating with your clients.
To really understand it’s power you’ve got to explore all the features & build a system that works for your firm -
so you can walk away with something you, your team, & your clients love.
We can help shorten the learning curve.
Monthly Q&As
Troubleshoot how to use Keeper for your firm & hear how others in the community are using it
Diagnostic Reviews
Get personalized recommendations for features that align with your goals & can maximize its potential
Hands-on Implementation
Take the setup off your plate & get support as you start implementing Keeper within your firm