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What is Keeper?

Effectively engage with your clients, pinpoint coding errors, track essential performance metrics, and optimize your workflow seamlessly. Provide a comprehensive platform for your clients to manage unclassified transactions, upload bank statements, and assess their financial data. Introduce automated email notifications to reduce the necessity for manual reminders. Detect and correct misclassified transactions directly within the Keeper application. Keep an eye on KPIs and develop customized financial packages tailored to the needs of each client. When you log into Keeper, the first thing you will notice is a Client List showcasing all your clients alongside the progress made on their accounts. This list also highlights any outstanding Client Questions, showing which issues have been addressed. Furthermore, you can enrich your Client List by incorporating Client Properties, which give you a more profound understanding of each client; for example, a VIP client checkbox feature allows you to filter and view only those clients deemed a priority. This structured organization not only enhances operational efficiency but also significantly elevates the client experience. By maintaining such a system, you ensure that all aspects of client management are handled with accuracy and care.

What is Canopy?

Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.

Media

Media

Integrations Supported

Nekton.ai
Calendly
Fleet
Gmail
Google Contacts
Google Forms
Google Sheets
Indent
Mailchimp
Microsoft Excel
Nango
QuickBooks Accountants
Salesforce
Shift
Slack
Xero

Integrations Supported

Nekton.ai
Calendly
Fleet
Gmail
Google Contacts
Google Forms
Google Sheets
Indent
Mailchimp
Microsoft Excel
Nango
QuickBooks Accountants
Salesforce
Shift
Slack
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$8 per month per month
Free Trial Offered?
Free Version

Pricing Information

$50.00/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Keeper.app

Date Founded

2020

Company Location

United States

Company Website

www.keeper.app/

Company Facts

Organization Name

Canopy

Date Founded

2013

Company Location

United States

Company Website

www.getcanopy.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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