Managing Your Work With Keeper

June 18, 2025

Keeper.app is a bookkeeping practice management software product. Keeper integrates with QBO. At DBA we use Keeper to manage our work for our monthly CAAS clients, including tracking the status of account reconciliations, bank feeds, and monthly reports. We also use it to assist with 1099 preparation. In this session we’ll focus on how the program is set up, and how our team members use the product to help manage their regular client work.

Learning Objectives:

- Identify specific work tasks that are tracked in Keeper.
- Identify how team members can use the dashboard to help prioritize tasks.
- List best practices when setting Keeper up.

Intended Audience: This session is for all firm team members especially CSM's/accountants and Controllers/tax accountants.

CPE available: 1 credit