KeeperTax

What is Keeper Tax and how does it work?

Keeper Tax is intuitive tax filing software backed by tax pros and AI, designed for freelancers, independent contractors, and small business owners. You securely connect your bank or credit card accounts with Plaid, the AI categorizes your transactions to find deductions, and you can upload receipt photos or PDFs. Every return is reviewed and signed by a tax professional and checked by 300+ automated checks, giving you confidence. The platform is available as a mobile app or web dashboard and aims to feel like filing with an accountant.

What are the plan options and how much do they cost?

• Just Tax Filing — $99/year
• Federal & State e-filing
• Audit protection
• Max refund guarantee
• Reviewed and signed by a tax pro
• 300+ credits supported

• Filing + Deductions — $199/year
• Everything in Just Tax Filing
• Claim business deductions
• Automatic deduction tracking
• Link up to 10 financial accounts
• Upload receipt photos
• Quarterly filing support

• Premium — $399/year
• Everything in Filing + Deductions
• Extra complex individual tax situations (e.g., K-1s, rental properties)
• Keeper files your quarterlies
• Amend or file prior year returns
• Audit resolution support
• S corp & partnership filing
• Tax planning
• 1:1 call with an accountant

Do you support complex tax situations like K-1s and rental properties?

Yes. Complex individual tax situations (such as K-1s and rental properties) are supported in the Premium plan.

Do you file quarterly taxes and amend prior year returns?

• Filing + Deductions includes quarterly filing support.
• Premium adds Keeper’s quarterly filings and the ability to amend prior year returns, along with audit resolution support.

How does Keeper Tax find deductions and how do I connect my accounts?

• AI finds deductions by securely connecting your bank/credit accounts (via Plaid) and analyzing transactions.
• Supports 20,000+ financial institutions.
• Transactions can be categorized and predicted as business or personal deductions.
• You can add receipt photos for documentation.
• You can manage everything via a mobile app or web dashboard.
• You can link up to 10 financial accounts with the Filing + Deductions plan.

How secure is my data and what kind of protection do you provide?

• Your data is handled with secure connections (Plaid) and professional review of returns.
• All returns are reviewed and signed by a tax professional.
• The platform includes audit protection and multiple automated checks to help ensure accuracy.

How many financial accounts can I link?

• You can link up to 10 financial accounts with the Filing + Deductions plan.

Is there a mobile app and a web dashboard?

• Yes. Keeper Tax is accessible via a mobile app or a web dashboard.

Is there a free trial?

• Yes. Keeper Tax offers a free trial (try for free) so you can explore features before you commit.

Why do I have to link my bank account?

• Linking your bank and card accounts (via Plaid) enables the AI to securely scan transactions, classify expenses, and identify potential deductions more accurately.

Is Keeper Tax available for international tax filing or only US taxes?

• Keeper Tax is designed for US tax filing only.

Do you offer help from a tax professional, or human support?

• Yes. All returns are expert-reviewed and signed by a tax pro.
• Premium includes additional human support options, such as a 1:1 call with an accountant and the ability to ask an accountant questions.