AI return analysis
Upload a prior-year tax return and have Keeper’s AI look for missed tax-saving opportunities.
Keeper
Keeper is a tax filing platform that combines AI tools and review from tax professionals to help freelancers, self-employed workers, and other users with complex returns prepare and file taxes. It also offers calculators, deduction tracking, and research resources for estimating tax bills and finding savings opportunities.
Overview
Keeper is a tax filing platform for people with complex returns, especially freelancers, self-employed workers, business owners, rental property owners, and investors. The site positions it as a place where AI and human accountants work together to uncover deductions, prepare returns, and help users file with confidence.
Its workflow centers on three main actions: reviewing a prior-year return for missed savings, tracking deductible expenses from connected financial accounts, and preparing current-year tax forms with expert review before filing. The product also includes tax calculators and educational research resources for estimating liability and understanding tax topics.
Core capabilities
Automatic deduction tracking
Connect up to 10 bank or credit card accounts through Plaid so the system can automatically flag and categorize deductible business expenses.
Tax return preparation with review checks
Drop off tax forms and let Keeper prepare the return with 300+ checks designed to catch qualifying credits and deductions.
AI help plus expert backup
Ask the AI tax assistant questions trained on tax law, with human tax experts available for more complex cases.
Dedicated accountant support
Work with a dedicated tax pro for 1:1 guidance and tax strategy support, especially for more complex situations.
Flexible filing plans
Choose a plan based on need, including Standard, Premium, Business, or late filing for prior returns.
Common use cases
Planning for quarterly taxes
Estimate what you may owe on 1099 income using Keeper’s calculator, then use the platform to set aside enough money during the year.
Reviewing last year’s return
Upload a prior-year return to identify missed deductions and other savings opportunities before filing this year’s taxes.
Tracking freelance and business expenses
Connect bank or credit card accounts so deductible business expenses can be tracked and categorized automatically over the year.
Handling complex tax filings
File a complex return that includes items such as LLC income, rental property, K-1s, foreign income, or AMT with expert review.
Running an S-Corp or partnership
Use the Business plan for S-Corp or partnership returns, including quarterly support and year-end book review and close.
Pros and Cons
Pros
- Combines AI analysis with review from tax professionals.
- Supports a range of complex filing situations, including LLCs, K-1s, rental properties, foreign income, AMT, estate taxes, S-Corps, and partnerships.
- Includes tools for deduction tracking, return prep, and tax estimates in one product family.
- Shows a clear trial offer for the core plans.
- Publishes research and calculators that help users estimate taxes and understand the filing process.
Cons
- The most advanced support and filing options are on higher-priced plans.
- Integration evidence is limited on the site beyond Plaid-based bank and card connections and the workflow described in the calculators.
FAQ
Who is Keeper built for?
Keeper is designed for people with complex tax situations, including freelancers, self-employed workers, S-Corps, rental property owners, and people with investments or K-1s. Its pricing and plan structure also show dedicated options for business and late filing needs.
How does Keeper work?
The site shows a workflow where you can upload last year’s tax return for an AI review, connect up to 10 bank or credit card accounts with Plaid to track deductions, or drop off tax forms so Keeper can prep the return. It also offers calculators for estimating taxes and quarterly payments.
Does Keeper include human review?
Keeper says returns are reviewed and signed by a tax pro before filing, and it advertises a 100% accuracy guarantee. The pricing page also lists audit protection for the Standard plan and audit resolution support in Premium.
Is there a free way to try Keeper?
Yes. The site offers a 14-day free trial for its core plans, and its calculators and some resources are available on the website without requiring a purchase.
What if I need help beyond standard tax filing?
Keeper provides separate plans for Standard, Premium, Business, and late filing, plus a contact option for additional bookkeeping services such as P&L preparation.
Quick Facts
- Category
- Tax filing software
- Primary users
- Freelancers, self-employed workers, and people with complex tax situations
- Platform
- Web-based tax platform with online calculators and account-linking workflow
- Domain
- keepertax.com
- Pricing
- Paid plans with a 14-day free trial on core plans
- Support model
- AI assistance plus tax professional review
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