Streamline your client work with
- Get more out of Keeper -
with these free resources
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
Weekly Tasks
Drop our free community template directly into your account so you can track weekly tasks & workflows
Organize Your
Workflows
Add tags & task statuses to reduce overwhelm and maximize visibility across your projects
Keeper isn't just for managing month-end close.
It’s a flexible platform that allows you to manage as much as you’d like in one software - from client communication to workflows, financial reports, time tracking, and so much more!
We’re here to dig in & test all the features so you don’t have to.
- Shorten your learning curve -
Monthly Q&As
Learn more about Keeper’s features, see examples of how others use it, and troubleshoot questions live
Diagnostic Reviews
Get another set of eyes, personalized recommendations, & a gameplan for how to take Keeper to the next level
Help with Implementation
Get support as you start setting up your clients & workflows in Keeper - from templates to hands-on setup