Cloud accounting software that automates bookkeeping, invoicing, and financial reporting for small and growing businesses.
Keeper Tax

About Keeper Tax
Keeper Tax uses artificial intelligence to analyze your bank transactions and identify potential tax deductions. It connects directly to your bank feed, scanning expenses to uncover write-offs you may have missed. Once deductions are identified, the platform prepares and files your tax return for you. The service is designed for freelancers, gig workers, and small business owners who want to maximize deductions without manual effort. It simplifies tax filing by automating the discovery of eligible expenses and handling the submission process. Users receive a streamlined experience that reduces the time and complexity typically associated with tax preparation. The tool aims to ensure accuracy while minimizing the risk of overlooking valuable deductions.
Key features
- AI-powered deduction discovery from bank transactions
- Direct bank feed integration for real-time transaction analysis
- Automated tax return preparation and filing
- Support for freelancers, gig workers, and small businesses
- Deduction categorization and tracking
- Secure data handling and encryption
- User-friendly dashboard for expense monitoring
- Integration with accounting software
Use cases
- Automating tax write-off discovery for freelancers with irregular income
- Simplifying tax filing for gig workers with multiple income streams
- Reducing manual tax preparation time for small business owners
Pros
- Automatically scans bank transactions to identify potential tax deductions using AI
- Supports federal and state tax filings with accuracy guaranteed by human tax professionals
- Offers year-round tax planning and strategy consultations with experienced CPAs and enrolled agents
- Handles complex tax scenarios including 1099 contractors, S-Corps, rental properties, and expat taxes
- Provides access to a dedicated tax professional for personalized guidance and review
Cons
- Limited to tax filing and planning; does not replace full-service bookkeeping or accounting software
- Some advanced features like quarterly tax scheduling and mileage tracking are listed as 'coming soon'
Frequently asked questions about Keeper Tax
What does Keeper Tax do?
Keeper Tax uses AI to analyze bank transactions and identify potential tax deductions for freelancers, gig workers, and small business owners. It then prepares and files federal and state tax returns, with all returns reviewed and signed by a human tax professional.
Who is Keeper Tax best suited for?
The platform is designed for modern workers such as freelancers, 1099 contractors, independent professionals, S-Corp owners, rental property managers, investors, homeowners, students, and expats who need to maximize deductions and simplify tax filing.
How does Keeper Tax ensure accuracy in tax filings?
Every tax return prepared by Keeper is reviewed and signed by a licensed tax professional, and the service guarantees 100% accuracy. Users can also meet with tax pros for one-on-one consultations to uncover strategies and fix mistakes.
Can Keeper Tax help with prior-year tax returns or amendments?
Yes, Keeper supports filing amended returns and allows users to go back up to five years to correct or optimize prior filings. Users can upload last year’s tax return for AI analysis to uncover missed savings opportunities.
Does Keeper Tax integrate with other financial or accounting tools?
Keeper connects directly to bank feeds to scan transactions and uncover deductions. While it does not explicitly list integrations with other accounting software, its primary function is to automate tax-related tasks using bank data.
How do I get started with Keeper Tax?
Users can sign up and try Keeper Tax for free. The process involves connecting bank accounts, scanning transactions for deductions, and optionally scheduling a call with a tax expert to review strategies or file taxes.
Keeper Tax Website Engagement
Last Update: 9 days ago
Monthly Traffic
Traffic Sources
Traffic Share By Country
- United States89.7%
- India1.9%
- Vietnam1.5%
- Canada1.3%
- Pakistan1.2%