Account, Dashboard & Settings Account Setup How do I log in?

How do I log in?

To begin using the Keepler Accounting software, start by visiting the official Keepler CRM website:

keepler-crm.com

Access from Landing Page

Click the Try Keepler for free button located in the top-right corner. This will redirect you to Keepler’s secure registration and login portal.

You’ll arrive at keepler.app , where you can either log in or create a new account using your preferred method.

Note: Keepler supports multiple sign-in methods including Email & Password, Apple, and Google accounts.
If you’re accessing Keepler through a shared document, such as an invoice, quote, or proposal, please use the unique access link included in that communication.

Sign-Up Process

Creating your Keepler account is a quick and straightforward process. Registration consists of three simple steps and includes access to a 7-day free trial with full functionality.

Step 1: Account Credentials

Begin by entering your preferred username, along with a secure password.

Before continuing:

  • Review and accept Keepler’s Terms and Conditions
  • Optionally opt-in to receive product updates and promotional offers
Signup Step 1

Step 2: Personal Profile

Provide your personal information, including your full name, email address, phone number, and physical address. This ensures your account is personalized and supports secure recovery if needed.

Signup Step 2

Step 3: Company Details

Next, complete your business profile by entering your company name, tax ID, company address, and any other relevant registration information.

Signup Step 3

Choose a Subscription Plan

On the right side of the registration page, you’ll find plan options. Select the subscription that fits your needs, either monthly or annual. Your account will begin with a complimentary 7-day trial, giving you full access to Keepler’s suite of features without any initial commitment.

Subscription Plan

Account Verification

After completing your registration, Keepler will send a one-time verification code to your email. Enter this code in the provided field to activate your account and ensure secure access.

Verification email

Initial Setup

After successful verification, you’ll receive a welcome prompt guiding you through the initial configuration of your organization. This setup is designed to tailor the system to your business needs and includes three streamlined steps.

Continue with setup

Step 1: Organization Settings

Enter your company’s core information including its legal name, contact details, and business address. These values will be used across your invoices, documents, and client-facing materials.

Organization Settings

Step 2: User Profile Settings

Provide your user profile information, including your role, business identity, official address, and any required legal identifiers. This step ensures your profile is correctly associated with the organization.

User Profile Settings

Frequently Asked Questions (FAQs)

Why can’t I log in with my email or password?

  • Multiple failed login attempts may temporarily lock your account
  • Disable browser auto-fill in case of incorrect stored credentials
  • Use the Forgot your password? tool to reset your login
  • Check your spam or junk folder for missing verification or reset emails

What if I didn’t receive my verification code?

Your code will be sent from one of the following trusted addresses:

If you can’t locate the email, check your spam folder. If the code has expired, click Resend code to generate a new one.

After Successful Login

Once your account is fully set up and verified, you’ll be redirected to your personalized Keepler Dashboard. If you manage multiple businesses, you’ll be prompted to select which organization to access.

Tip: Bookmark https://keepler.app for quick access to your dashboard anytime.

Next: Learn how to edit and update your personal information in Keepler.