Cloud-based financial management tools help bookkeepers manage many clients at once. Automating services can work together to update data across multiple platforms and give bookkeepers and their clients real-time insight into spending, expenses, and payments issued.
Checkeeper was designed with accountants and bookkeepers in mind, offering software for custom business check printing, automatic recording and storing of payment data, powerful search and reporting options, and software integrations with other services commonly used by business owners and bookkeepers for accounting, payments, and payroll.
Checkeeper is widely used by professional bookkeepers because of its unique and essential features, including:
Managing the varying payment needs of many different clients requires organization and the ability to offer diverse options. Checkeeper was designed with professional bookkeepers in mind because, even with checks, one size or type does not suit all. Upload an image of a preferred check design, or use one of Checkeeper’s pre-built check layouts with all the needed check elements in place for you. Edit a provided check template, if preferred, moving around elements, resizing them, and adding logos and custom check fields to aid the payment process. Make checks as unique and personalized as desired to suit different client needs.
Logging into separate accounts for every different client every time a quick payment is needed is time-consuming and requires a lot of security and account maintenance. Checkeeper offers consolidated account management from a single login and dashboard. Log in to Checkeeper once, and access multiple businesses, their check templates, and their reports. Each added business incurs its own subscription and gets its own saved check templates, smart check registry, designated software add-ons, uploaded logos, and mailing settings. Run reports for each business separately, and keep all records updated and stored in one convenient location.
Balancing and keeping organized dozens of separate check registries and financial ledgers is time-consuming and not maximally productive. Checkeeper offers a smart check registry that does all the recording of check transactions for you, eliminating the errors, as well as the extra time, involved in manual data entry. Each client business has its own check registry so that check reports and expenses are kept separate and organized.
Bookkeepers who need to manage separate registries per client and run spending reports frequently appreciate that Checkeeper consolidates the access to multiple business accounts without overlapping the data. Each added business gets its own check registry that can be searched according to any check field when a specific payment or series of payments needs to be located; reports can be run for any custom time frame—including the entire account history—in order to pull up a comprehensive spreadsheet containing all payment data listed on each check.
Financial management professionals often use more than one service for various accounting, payment, and payroll operations, and Checkeeper works compatibly with many of them. Link Checkeeper to QuickBooks Online or another compatible accounting software to have check data synced and expenses categorized automatically; connect Checkeeper to Square, Gusto, or Patriot Payroll for paycheck processing and for importing the payment data for those employees who are paid by paper check. Connect Checkeeper to your Odoo or Xero account to access bill-to-check conversion features by which information from unpaid invoices in one account can be directly imported into Checkeeper to have a payment check automatically generated with all fields filled in for you. Log in to your Checkeeper account to learn about these features and other compatible software services with which Checkeeper integrates.
Managing payments for many clients from afar means that reliable remote services are imperative. Checkeeper is online, cloud-based, and mobile, so your account travels with you while your records are automatically recorded and stored, accessible from wherever you live, work, or travel. Use one Checkeeper account to access all your client check templates and registries, and issue payments on demand from anywhere. Order checks printed and mailed on behalf of clients remotely, and all the supplies are provided for you along with automatic transaction recording in the smart check registry.
When you need to delegate some work or be added to a Checkeeper account that already exists, Checkeeper makes multi-user permission settings simple and streamlined. Add authorized users to a single Checkeeper account so that multiple people can issue payments, order payments mailed, or approve payments before they go out. Account holders (“super users”) can limit the user permissions to only designated features, if needed, and change, limit, or revoke them when needed.
Checkeeper offers streamlined account management for professional bookkeepers who have many client payments to issue and manage at once.