# Keeper Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Keeper Software - reviews, pricing plans, popular comparisons to other Portal products and more.

Source: https://www.capterra.com/p/10012825/Keeper

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# 

 Keeper Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Keeper

## What is Keeper?

Keeper is a solution that helps bookkeeping businesses centralize all client operations in one app.

## What is Keeper used for?

[Portal](https://www.capterra.com/portal-software/)

Top alternative

Featured

Overall rating

Based on 5 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Keeper?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://keeper.app&name=Keeper)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Keeper

3.8 (5)

VS.

[4.7 (1,055)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.8 (5)

Ease Of Use

4.6 (1,055)

Value For Money

3.5 (4)

Value For Money

4.6 (863)

Customer Service

5.0 (2)

Customer Service

4.8 (962)

## Keeper alternatives

[4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.7 (1,777)](https://www.capterra.com/p/102188/LiveAgent/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (49)](https://www.capterra.com/p/10019610/Motion-io/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.6 (5,150)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/10012825/Keeper/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Client Portal

3.0 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Private online space that lets businesses securely share documents and provide information access to clients

Search/Filter

4.3 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Search and filter data across systems to locate required information by entering keywords or certain criteria

Content Management

3.5 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Task Management

4.5 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Keeper 4 features

Private online space that lets businesses securely share documents and provide information access to clients

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Search and filter data across systems to locate required information by entering keywords or certain criteria

Create, manage and track all task activities and progression

Features

3.8 (5)

3.8

Based on 5 reviews

## Pricing

Value for money

3.5 (4)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

3.5 (4)

3.5

Based on 4 reviews

## Support, customer service and training options

Customer Service

5.0 (2)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (2)

5.0

Based on 2 reviews

## User reviews

Overall rating

3.8

Based on 5 reviews

Filter by rating

5(0)

4(4)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AH

Arielle H.

CEO

Accounting

### "Feature-rich Bookkeeper's Dream"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

November 14, 2025

Overall, while I love the suite of features, the UI layout stops me from diving all in and canceling my primary CRM for bookkeeping. To compare it, it just feels like trying on a pair of pretty shoes only to find that they're not the right fit. If a person thrives with top banner UI layouts and wants a very feature heavy CRM for their bookkeeping business, I would absolutely recommend it. However, if you're a sidebar type of person, it may not be the right fit. I would revisit this software if they ever added layout options for the UI so that you could choose between sidebar or top bar/banner.

Pros

I love the array of bookkeeping features that help automate month-end closes! Things like showing which accounts have been reconciled, transactions without payees, any inconsistencies in transaction categorizations is extremely helpful to streamline monthly bookkeeping. They are continuously updating their product and adding features. I especially love that they integrate with BOTH QBO and Xero.

Cons

Although I love the majority of Keeper (now called Double), I really struggled with the UI design. Perhaps it's just my neurodivergence, but I wish the menu's were on a sidebar rather than a top banner. Overall, I found the software difficult to navigate. I also prefer flat rate software rather than pay per client models. I found the template library to be limited compared to others. Overall, some features- such as recurring client requests/tasks (important for monthly clients)- to be less straightforward than competitors software. Keeper (Double) at this time lacks an invoicing feature as part of the CRM; for me this is a major drawback as I prefer to keep billing centralized in my Clients Portal for their convenience and to keep my tech stack streamlined.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Bookkeeper

Accounting

### "Good app for bookkeepers as an alternative to the other big guys - Intuit appears to be stealing features from Keeper"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

November 12, 2025

Pros

The app's team actually listened to and responded to requests for certain items and features that our firm would need. The review feature was good to go over the numbers at the end of the bookkeeping cycle.

Cons

Not as robust as some other apps on the market for bookkeepers. White labelling the customer portal was not an available feature. Some limitations existed for books review.

Switched from

[ClickUp](https://www.capterra.com/p/158833/ClickUp/)

Clickup was not oriented specifically for bookkeepers

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JL

Jenna Lee D.

Founding Partner

Accounting

### "Keeper is Not a Keeper"

3.0

Overall Rating

3.0

3.0

Ease of Use

1.0

1.0

Features

2.0

2.0

Customer Service

0.0

0.0

Likelihood to Recommend

2/10

July 3, 2025

It seems like it only handles one piece of the pie. It was not useful for managing a team of remote bookkeepers or for seeing project status easily. It also did not capture communications between BKs and clients well.

Pros

I like how it integrates with Quickbooks Online and that it offers personalization with our firm's brand.

Cons

I do not like it for project management at all. It is also wildly un-intuitive. I constantly had to Google help articles to be able to do anything (their help articles are quite good though).

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TN

Tyler N.

Owner

Accounting

### "Works well for client collaboration"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

7/10

April 2, 2025

Pros

I use this for client collaboration and sending uncategorized transactions.

Cons

It works pretty well. Not sure that there's anything I dislike.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CP

Cody P.

Client Relationship Manager

Accounting

### "Overall positive, but missing a few key features"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

6/10

September 28, 2024

Overall positive, but a couple of core features missing

Pros

Helpful combination of month-end closing processes and report creation for accounting firms.

Cons

Keeper can not produce a budget v actual report. In my industry, this is a standard report and it was hard for our clients to understand why keeper couldn't produce it.

Alternatives considered

[Reach Reporting](https://www.capterra.com/p/184036/Reach-Reporting/)

Reasons for choosing Keeper

Reach just has reporting and dashboard features. Keeper has a month-end workflow that our team finds helpful.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)