The Finance Base / AI tax assistants / Keeper
keepertax.com
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.…
Visit keepertax.com ↗ What it costs
- 8.1 No. 8on AI tax assistants
- Free plan · 14-day trialprice, as published
- Sep 29, 2026read on
What Keeper costs
- Only deductions Not published
- Business $1,199 / year
- Standard $199 / year
- Bookkeeping Only $20 / month
- Premium $399 / year
As help.keepertax.com publishes them, read Sep 22, 2026. Fees, tax and exchange rates can differ when you pay; check the provider's own page first.
Its statement
- Free plan
- Yes
- Free trial
- Yes
- Runs on
- iPhone Android Web
- Facts on record
- 13
Strengths and limits
Strengths
- 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.
Limits
- 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.
Facts we read
- AI supportKeeper offers a 24/7 AI tax assistant and says its human tax support team is available for personalized help. · help.keepertax.com, Sep 29, 2026
- Bank connectionKeeper partners with Plaid to link financial accounts; its help page says Keeper does not have access to users’ bank login information. · help.keepertax.com, Sep 29, 2026
- Bookkeeping limitThe Bookkeeping Only plan tracks expenses but does not include tax filing. · keepertax.com, Sep 29, 2026
- Expense trackingKeeper scans financial account transactions for potential deductions and lets users review them, add receipt photos, and set rules. · keepertax.com, Sep 29, 2026
- Free planYes · keepertax.com, Sep 22, 2026
- Plan limitStandard includes federal and up to two state returns; Premium and Business cover three or more states. · keepertax.com, Sep 29, 2026
- PlatformsKeeper says its app is available through the iOS App Store and Google Play Store; its pricing page also describes use on desktop and mobile. · keepertax.com, Sep 29, 2026
- SecurityKeeper says it uses banking-grade encryption to protect personal information. · help.keepertax.com, Sep 29, 2026
- Tax filingKeeper offers federal and state tax filing, with every return reviewed and signed by a tax professional. · keepertax.com, Sep 29, 2026
- Tax pro supportPremium includes one-on-one tax pro consultations, and Keeper says each filed return is reviewed and signed by a tax professional. · keepertax.com, Sep 29, 2026
- Trial limitThe 14-day trial does not include exporting deductions or submitting a return for IRS filing. · help.keepertax.com, Sep 29, 2026
- Who it servesKeeper describes its plans for individual contractors, sole proprietors, complex individual tax situations, S-Corps, and partnerships. · keepertax.com, Sep 29, 2026
On these lists
Use instead
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.
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