Your network
still pays you.

Send the clients you can't take on to Kept. Kept's AI does their books, and you earn every month, even when you don't do the work.

Accountants

Clients you can't take on still earn for you

Kept's AI does the books. You oversee and get paid.

01 · SEND THEM TO KEPT

Too small, or too many?

The clients you'd turn away still need their books done. Invite them to Kept and keep them in your circle.

Clients you sent to KeptOctober
Lakeside LandscapingToo small to take onInvitedOn Kept
Corner CoffeeToo small to take onInvitedOn Kept
Greenway Lawn CareToo many this seasonInvitedOn Kept
Sunny Day DaycareToo many this seasonInvitedOn Kept
02 · KEPT DOES THE WORK

You never do the data entry

Kept's AI sorts every client's bank feed and matches receipts. Only what it isn't sure about waits for you.

Your earningsOctober
You earned$480.00from 24 clients, $20 each
Lakeside LandscapingBooks done by Kept$20.00PendingEarned
Corner CoffeeBooks done by Kept$20.00PendingEarned
Greenway Lawn CareBooks done by Kept$20.00PendingEarned
03 · YOU OVERSEE AND EARN

Review, monitor, get paid

Look over what Kept flagged, add accounts when you need to, and earn up to $20 a client every month.

Lakeside LandscapingTax time, 2026
Profit and lossFull yearReady
Balance sheetDec 31, 2026Ready
Receipts186 matchedReady
Tax PacketYour access, any timeDownloadDownloaded
Clients you sent to KeptOctober
Lakeside LandscapingToo small to take onInvitedOn Kept
Corner CoffeeToo small to take onInvitedOn Kept
Greenway Lawn CareToo many this seasonInvitedOn Kept
Sunny Day DaycareToo many this seasonInvitedOn Kept
Your earningsOctober
You earned$480.00from 24 clients, $20 each
Lakeside LandscapingBooks done by Kept$20.00PendingEarned
Corner CoffeeBooks done by Kept$20.00PendingEarned
Greenway Lawn CareBooks done by Kept$20.00PendingEarned
Lakeside LandscapingTax time, 2026
Profit and lossFull yearReady
Balance sheetDec 31, 2026Ready
Receipts186 matchedReady
Tax PacketYour access, any timeDownloadDownloaded
ONE PLACE FOR EVERY CLIENT

All your clients, one login

Pick a client from the menu and their books open. See who needs a look, and who's done. No more logging in and out.

  • Invites you've sent show until the client joins
  • Resend an invite with one tap
  • Your clients keep their own login and stay in charge
4 to reviewAll done2 to review+Invite a clientEarn up to $20 a month
Accountants

What your firm gets back

Hours you stop spending on data entry, and income for every client you bring.

Your firm with Kept

Move the sliders to match your practice.

  • Your own firm's books on Kept, free while you have a paying client
Earning per client$20 a month

You earn
$480
a month, $5,760 a year
Data entry Kept takes off your plate
48 hrs
a month
Accountants

How clients join

Bring the clients you already have. It takes them a few minutes.

1

Sign up free

Your own accountant login.

2

Invite by email

Send an invite from Clients with the owner's name and email.

3

They connect their bank

The client picks a plan and connects. Kept starts sorting right away.

4

You're connected

They show in your portal. Oversee their books and earn.

Accountants

Enough access to do the work

Your client keeps control of their money.

You can

  • Edit and recategorize transactions
  • Fix the chart of accounts
  • Run and download every report
  • Ask Kept AI to recategorize in bulk

Your client keeps

  • Sending invoices and taking payments
  • Connecting or removing banks
  • Their sorting rules
  • Their Kept subscription and billing
Accountants

The more clients, the more each one earns

Your rate is set by how many paying clients you have that month, and it applies to all of them.

$5a client with 1 to 4 clients
$10a client with 5 to 9 clients
$15a client with 10 to 20 clients
$20a client with 21 or more
FAQ

Questions accountants ask

Does it cost anything to sign up?

No. Your accountant login is free. Your clients pay for their own Kept plan, and your firm's own books are free while you have a paying client.

Can my client still see and change their books?

Yes. Your client keeps their own login and stays in charge of their money, banks and billing.

When does a client start earning for me?

Once they've paid for Kept for 2 months. From then on you earn every month they stay.

How do I get paid?

Set up payouts once from Referrals. Earnings go to your bank on the 5th of each month.

Do I need to learn new software?

Kept already sorts most transactions before you open the books. You review what it wasn't sure about and run reports in a few clicks.

Bring clients. Kept does the work.

Sign up free and invite your first client today.

Sign up free