CPA Field Guide / US tax & accounting
No pay-to-list

Keeper

Practice Management · Solo · small

Month-end close and bookkeeping workflow with a two-way QuickBooks sync. Rebranded to Double in late 2025 — same product and pricing.

CategoryPractice Management
Best forSolo · small firms
PricingFrom $200/mo
IntegrationZapier only
Official sitedoublehq.com

How it connects. It has no direct API; it connects to other tools through Zapier. Compare every tool by integration openness →

Keeper interface
Keeper — product interface. Screenshot © Keeper; shown for identification.

Keeper pros and cons

Pros

  • Purpose-built for client accounting services: month-end close checklists, file review, and client questions in one loop
  • Rebranded to Double in late 2025 with product, pricing, and integrations unchanged — continuity, not a pivot
  • Deep QuickBooks Online and Xero integration — it reads the actual books to power review
  • Client portal shaped around bookkeeping questions rather than generic file exchange
  • Flat firm pricing rather than per-user

Cons

  • Bookkeeping-first scope: tax workflow and general practice management are not the product
  • Flat price is a hurdle for very small books of business
  • Narrower community and integration ecosystem than the big suites
  • API story is thin; it is an endpoint, not a platform

Who Keeper is for — real-world scenarios

The CAS practice standardizing month-end close

A firm doing outsourced bookkeeping for dozens of clients wants every close to run the same checklist with the client Q&A attached to the books. This is Keeper’s exact center.

The bookkeeping team tired of chasing answers by email

Uncategorized-transaction questions scattered across inboxes become a portal queue clients actually answer.

Bottom line

The specialist for client accounting services — closer to the books than any general practice manager (now sold as Double; same product under a new name). Tax-led firms should treat it as a complement to their PM, not a replacement.

Keeper — FAQ

How much does Keeper cost?

Keeper's pricing: From $200/mo.

Does Keeper have an API?

It has no direct API; it connects to other tools through Zapier.

Who is Keeper best for?

Keeper is built for solo · small firms. Month-end close and bookkeeping workflow with a two-way QuickBooks sync. Rebranded to Double in late 2025 — same product and pricing.

What are the main drawbacks of Keeper?

The trade-offs firms weigh: bookkeeping-first scope: tax workflow and general practice management are not the product; flat price is a hurdle for very small books of business; narrower community and integration ecosystem than the big suites.

Other Practice Management tools

Independent and no pay-to-list: only shipped capabilities (reviewed July 2026), maintained by the team behind DueDateHQ and held to the same standard as every other tool here. How this guide works →

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