Bookkeeper for 7 years here, just recently started using Keeper and have to say...I love your demonstration and how you deliver info! New sub here!

Yes, yes it is. Keeper is what I'm using to scale my accounting firm.

Just want to drop a message and say many thanks for the content Jason! (I am in accountant based in the Republic of Ireland) and honestly your content and videos are top-notch I'm constantly keeping up to date with the latest artificial intelligence and everything else that you're doing, plus the humour is fantastic! You're separating yourself from the other content creators out there in terms of the accounting space so I wish you all the best and I will keep promoting this channel to everyone I'm speaking to my day-to-day interactions when it comes to learning about technologies and business. Wishing you all the best, Just want to give you that small bit of support to say What you're doing doesn't go unnoticed. I hope this channel grows and you achieve the goals that you're looking to achieve , Great work PS, I'm subscribed to this channel and you're email newsletter, if you have other resources please let me know that would be fantastic!

I need this in my practice, thanks so much for this video!

The QA aspect of calling out miscategorized line items is nice, building out the QA portion of accounting can be tough. The 1099 functionality is light years ahead of what I’ve done at any firm. Current firm says “you tell us what 1099’s need to be filed and the numbers, and we’ll fill and send off the forms”, which is a giant step back in value compared to this Keeper demo. The uncat expense capability is so much better than the email chain back and forth, and it’s nice this is part of Keeper so you potentially don’t also need Uncat on top of this. Then it’s got project management functionality as well!? Dang lol Wondering what the snags are, if any, from real world use after a season or so! Also, is this kind of a sneak peek of what the demo days in Realize look like?

Fire! Love keeper

Keeper! Please add a tax trial balance feature! - Logan's Lemonade Stand

Great video! Just had my demo with Keeper today. In comparing it with other accounting specific tools (Karbon, JetPack Workflow, etc), this one is has almost every bell and whistle I could want. My "unicorn" product would allow me to "assign" tasks to a specific day so that I don't leave too many tasks to do on a certain date (and so I can get everything done in time). Do you know if/how I can utilize Keeper for that?

can you do bookkeeping alone in Keeper app without integrating it to Quickbooks or any accounting software?

Just love the concept, but couple of things that just not making it work 100% for us beining based in South Africa and using Xero. Hoping it will work better for non-US based firms in future!

Is the uncategorized transaction info request send the client an email like UnCat? Like you've covered before on the podcast, your client lives in their email, not all the different client portals. If it isnt able to email that request i feel like it would be more effort to try to get a client to login to portal than it would be to either use UnCat or copy the info into an email.

Okay how do you enter transactions in bulk to Quickbooks desktop if client refuses to give electronic files but only sends bank statements in pdf or paper

bonus video WE WON

Keeper