Keeper
Keeper combines bookkeeping and tax filing for contractors, sole proprietors, people with complex individual tax situations, S-Corps, and partnerships. It scans linked account transactions for potential deductions, which users can review, supplement with receipt photos, and organize with rules. Keeper offers federal and state returns and says a tax professional reviews and signs every filed return. A 24/7 AI tax assistant is available, while Premium includes one-on-one tax pro consultations. Standard costs $199/yr and includes 10 financial accounts; Premium costs $399/yr, and Business costs $1,199/yr. Bookkeeping Only costs $20/mo and tracks expenses but does not include tax filing. The 14-day trial does not allow deduction exports or submitting a return for IRS filing. Keeper connects accounts through Plaid and says it cannot access bank login information. Apps are available for Android, iOS, and web.
Who it is for
Keeper may suit independent contractors, sole proprietors, and people with more involved individual tax needs. Its Business plan is aimed at S-Corps and partnerships, while Bookkeeping Only is for expense tracking without tax filing.
What is good
- Finds potential deductions from financial transactions.
- Federal and state returns are reviewed by tax professionals.
- Premium includes one-on-one tax consultations.
- Includes a 24/7 AI tax assistant.
What to know first
- Trial excludes deduction exports and IRS filing.
- Bookkeeping Only does not include tax filing.
- Standard covers federal and up to two states.
- Standard costs $199/yr.
Verdict
Keeper links expense discovery and bookkeeping with tax preparation, with plan choices for individuals and businesses. Check the state-return limits and trial restrictions before relying on it for filing.
Keeper plans and pricing
All plansCompared on tax filing software
- Free plan
- Yes
- Taxpayer types
- both
- AI tax guidance
- Yes
- Document import
- Yes
- Deduction finding
- Yes
- Expert review
- Yes
- Filing support
- both
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