Keeper

What is Keeper?

Double is a powerful bookkeeping and accounting practice management software designed to streamline your workflow, improve client communication, and make month-end close a breeze. Whether you're managing a small firm or a large practice, Double offers a range of features that help you stay organized, efficient, and connected with your clients. With seamless integration with QuickBooks and Xero, Double is the all-in-one solution for bookkeepers and accountants looking to reduce their tech stack and focus on what matters most: delivering top-notch service to their clients.

What are the features of Keeper?

• Client Portal

  A secure, custom-branded portal for managing client communication, sharing files, and sending automated reminders.
• File Reviews

  Automatically catch and correct common coding errors, sync changes back to QuickBooks/Xero, and review P&L reports at the vendor level.
• 1099s Management

  Track vendors, request W-9s, and export 1099 data to your favorite filing tools, ensuring compliance and reducing end-of-year stress.
• Task Management

  Create and track recurring or one-off tasks, organize them with sections and tags, and keep your team on the same page.
• AI Bank Feeds

  Ask questions about transactions directly from the bank feed, reclassify transactions based on client responses, and ensure accuracy in real-time.
• Custom Reports

  Deliver more than just P&L and Balance Sheet; create customized KPIs and visuals for each client, and publish reports directly to the Client Portal.
• Email Integration

  A fully-functioning email client built into the platform, allowing you to convert emails to tasks, leave comments, and see shared email history.

What are the use cases of Keeper?

• Streamlining Month-End Close

  Automate file reviews, catch coding errors, and sync changes back to QuickBooks or Xero, saving you hours of manual work.
• Improving Client Communication

  Use the Client Portal to send automated reminders, manage file sharing, and communicate securely, enhancing the client experience.
• Managing 1099s

  Track vendors, request W-9s, and export 1099 data, ensuring compliance and reducing the time spent chasing down missing information.
• Enhancing Team Collaboration

  Use task management and internal commenting to keep your team organized and on track, improving overall productivity.
• Generating Custom Reports

  Create tailored reports with KPIs and visuals, helping your clients better understand their financials and make informed decisions.
• Automating Workflows

  Leverage AI-driven workflows and journal entries to automate repetitive tasks, freeing up time for higher-value activities.

How to use Keeper?

• Set Up Your Client Portal

  Customize your portal with your branding and set up automated reminders for your clients.
• Integrate with QuickBooks or Xero

  Connect your accounting software to Double to start syncing data and automating file reviews.
• Organize Tasks and Workflows

  Create and assign tasks, organize them with sections and tags, and use the Kanban view to track progress.
• Use AI Bank Feeds

  Review and reclassify transactions directly from the bank feed, and ask clients for clarification when needed.
• Generate Custom Reports

  Tailor reports to each client's needs, including KPIs and visuals, and publish them to the Client Portal.
• Stay Connected with Clients

  Use the integrated email client to communicate, convert emails to tasks, and keep a shared history of all interactions.