About Keeper Tax
Keeper Tax is a tax preparation software from Keeper Tax Inc. that simplifies the tax filing process. It combines modern AI and a network of tax professionals to make the taxes effortless to complete. This software provides features like a tax bill calculator, access to a media kit, and information about its affiliate program, so users can manage their tax responsibilities more effectively. Additionally, Keeper Tax includes research tools for better tax understanding and compliance. Key capabilities: AI-driven tax assistance Access to tax professionals Tax bill calculator Media resources Affiliate program Best for: individuals and small business owners that need reliable tax preparation support.
Keeper Tax is an intuitive, AI-powered tax filing and expense management software designed for freelancers, contractors, and small business owners. It simplifies complex tax filing by automatically detecting eligible deductions through secure bank connections via Plaid, supporting over 20,000 financial institutions. The platform allows users to drag and drop documents like receipts and PDFs, while its built-in AI tax assistant provides instant, accurate answers fine-tuned on thousands of pages of tax law. Each return is reviewed and signed by a tax professional, with 300+ automated safety checks ensuring accuracy and compliance. Users praise Keeper Tax for its ease of use, intelligent expense categorization, and exceptional value compared to traditional CPA services. Many report significant time savings and confidence in filing even complex tax returns. Features like real-time deduction tracking, mobile and web dashboards, and 24/7 expert access make it especially appealing to self-employed professionals. While some users mention minor limitations in bank filtering and multi-account management, Keeper’s combination of automation, accuracy, and human review offers a seamless and reliable tax filing experience.
Pros & Cons
- +Excellent for tracking receipts and categorizing expenses automatically
- +Great for managing bookkeeping without prior accounting experience
- +Real-time notifications to verify purchases and expenses
- +Option to file taxes directly within the platform
- +Reliable in organizing gross receipts for profit and loss tracking
- −Customer support response time can be slow
- −Occasional need for manual verification of certain transactions
Features
Key features
- AI-Powered Tax Filing – Uses artificial intelligence to identify deductions and streamline tax preparation.
- Human + AI Review – Each return is reviewed and signed by a certified tax professional for accuracy.
- Automated Expense Tracking – Automatically categorizes and tracks business and personal expenses.
- Real-Time Deduction Finder – Connects securely with 20,000+ financial institutions to find every possible deduction.
- Secure Document Upload – Supports drag-and-drop uploads of receipts, PDFs, and forms for easy filing.
- Comprehensive Support – Access to human tax pros for expert help and quarterly CPA calls with premium plans.
- Mobile & Web Access – Manage taxes year-round from any device with real-time expense tracking and notifications.
- Audit Protection & Resolution – Includes audit protection and assistance for complex tax cases.
Additional features
- AI Tax Assistant – Provides accurate, instant answers based on thousands of pages of tax law.
- Max Refund Guarantee – Ensures you receive the largest refund legally possible.
- Audit Protection – Protects users from audit risks and flags issues before submission.
- Quarterly Tax Filing – Automatically files quarterly taxes for self-employed users.
- Expense Documentation – Upload and store receipts, categorize expenses, and attach notes.
- Smart Notifications – Sends reminders for deadlines, missing data, and potential deductions.
- Web & Mobile Dashboard – Enables access via app or browser for continuous tracking.
- Educational Resources – Offers tax calculators, guides, and access to accountants for learning.
- Premium Accountant Access – Includes 1
- 1 consultation with certified accountants.
- Business Formation Support – Helps users with S Corp and partnership filing and setup.
- Cloud Security – Protects user data with encryption and top-tier cybersecurity standards.
- Real-Time Filing Progress – Tracks filing stages and completion percentage.
- Integration with Financial Tools – Connects with bookkeeping systems for smoother financial management.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Keeper Tax
Keeper Tax is a tax preparation software from Keeper Tax Inc. that simplifies the tax filing process. It combines modern AI and a network of tax professionals to make the taxes effortless to complete. This software provides features like a tax bill calculator, access to a media kit, and information about its affiliate program, so users can manage their tax responsibilities more effectively. Additionally, Keeper Tax includes research tools for better tax understanding and compliance. Key capabilities: AI-driven tax assistance Access to tax professionals Tax bill calculator Media resources Affiliate program Best for: individuals and small business owners that need reliable tax preparation support.
Keeper Tax Details
Keeper Tax's In-App Market Place
Does Keeper Tax have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
4
Mini Apps
Tax bill calculator
Tax rate calculator
Tax deduction finder
Quarterly tax calculator
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), BRL (R$), MXN (Mex$), SGD (S$), NZD (NZ$), HKD (HK$)
Pros & Cons
- Excellent for tracking receipts and categorizing expenses automatically
- Great for managing bookkeeping without prior accounting experience
- Real-time notifications to verify purchases and expenses
- Option to file taxes directly within the platform
- Reliable in organizing gross receipts for profit and loss tracking
- Customer support response time can be slow
- Occasional need for manual verification of certain transactions
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