Dime Compared to Keeper

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Picking the right accounting practice management software is hard! It warrants a lot of consideration depending on your firm’s size, pricing expectations and features needed for internal & client needs. 

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As mentioned in our previous posts, choosing the right software brings many benefits. It optimizes your firm’s efficiency, helping teams cross-collaborate better & adapting to changes as the business grows. 

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So you may ask, how do I find the most advantageous features specific to my needs? Look no further. We’re going to deep dive into Dime and Keeper today, both warranting a thorough consideration on what they offer. 

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If you’re interested in other alternatives, feel free to visit our other articles to see how Dime compares to competitors like Karbon and Canopy!

Snapshot of Dime vs. Keeper

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Workflow Automation & Project Management

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Workflow automations grants accountants more time to concentrate on critical tasks on hand, including processes ranging from basic data entry to intricate financial workflows. Not only does this boost overall firm efficiency and accuracy but also opens doors for deeper insights and proactive decision-making.

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What Are the Similarities?

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• Integrated Trial Balance: Produce an thorough array of documents including financial statements, balance sheets, cash flow statements, and supplementary schedules all within minutes. 
• Personalized Work Templates: Choose from a selection of templates customized to based on individual requirements & frequently used versions of workflow processes.
• Branded Client Portal: Hub designed to streamline and enhance communication & collaboration across firms and their clients. All tasks can be assigned, tracked & completed to ensure the utmost accountability. 
• Task Automation: Create various processes to streamline tasks such as generating financial reports, onboarding clients & reconciliation issues. Helps firm save time & reduce errors
• AI-Powered Document Analyzer: Utilize algorithms & machine learning methodologies to deliver document insights & summaries. 

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What Are the Differences? 

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Dime

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• Customized Engagement Letters: Easily draft up tailored documents to clients including the details of the engagements such as the scope of work, responsibilities and expectations. All of this brings transparency & alignment needed for a successful working relationship.
• eSignature Collection: Request digital signatures on all documents from clients in a timely manner. Coming soon!
• Tax Software Integration: Bring on tax preparation and compliance software live onto our platform. Helps immensely to automate complex taxes like data collection and compliance monitoring. 

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Keeper

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• Integrations with Gmail & Zapier: Set up rules & triggers to send emails, notifications, update spreadsheets, etc…
• Mobile App: Available on Android, iPhone, iPad
• File Review Tools: Catch & correct different errors before clients see them 

Team Collaboration

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Having an effective collaboration among team members is essential for quality communication that’s needed to improve workflows and efficiency in all processes. By using the right practice management software, firms can swiftly increase their ability to share and improve performances. 

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What Are the Similarities?

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• In-App Comments: Find & tag team members on different transactions, tasks or questions. Will get notified immediately. 
• Updating & Assigning Tasks: From the client lists, individuals can go in to change the statuses of the tasks (informing others), give out to other members, or close finish ones. 

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What Are the Differences? 

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Dime

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• More Comprehensive Review Tools: Ability to flag accounts (& color code) and actions, securely review updates & categorizes groups within the client portal. 
• Attached Notes (for trial-balances): Add any annotations & comments for any line items in trial-balance that helps give context on what it is
• Team Insights Reporting: Gives details on productivity numbers, bottlenecks, capacity to improve decision-making abilities. 

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Keeper

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• More Comments Feature: Mark ones as open or closed (resolved). Disable emails regarding comments if desired. 

Time and Billing

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Tracking time and billing is essential for accounting firms to make the most of their resources. Based on the number of clients & tasks on hand, firms can make pricing decisions on different requirements. At the end of the day, firms value efficiency and accountability that comes with accurate information on what’s being done & for how long. 

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What Are the Similarities?

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• Time Tracker: Both have built-in timers for client and firm work. Able to add additional time (if not tracked) & delete any timers (if there was a mistake). 
• Time Tracking Reporting: Have concise data on employee and client work. Use it to analyze whether work is effective given a specific budget & timeline. 
• Financial Statements and Reports: Provide information of the overall financial situation , spinning out insights to help firms make better decisions. 

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What Are the Differences? 

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Dime

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• Different Payment Options: Configure credit card or ACH billing options for every client.
• Invoice Clients: Add personalized your logo and branding to customize how information is presented to clients.
• Flexible Plans: Choose time-based, recurring, or fixed payment plans. 
• One-Time Payment Links: Generate secure links through credit card or ACH

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Keeper

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• Effective Hourly Rate Calculation: To help with budget allocation & employee reporting.
• Keeper doesn’t have any integrated payment or invoicing options.

Dime vs. Keeper Pricing

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Dime offers very transparent pricing! There are three pricing tiers (pro, business & enterprise). 

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More details below:

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Keeper has low pricing (with more limited features). 

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More details below:

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Though initially, it looks like Keeper has the cheaper price point. However the caveat is that Keeper charges per client. 

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Looking at Dime, if you opt into the pro plan, you’re paying $59-$69/month for up to 100 clients. Translating to Keeper’s terms, that would equate to $800/month. 

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Furthermore, Dime offers unlimited clients with its business & enterprise plans.

Let’s Chat!

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Thanks for coming on the ride with us! Now you know a bit more about Dime and Keeper, we hope this helps you decide on which one fits the best with your firm.

If you want to explore what we’re up to at Dime, we're glad to walk you through our features on a demo call & answer any of your questions. Book here - https://www.joindime.io/#demo.