Return analysis for missed opportunities
Upload a prior-year tax return and have Keeper look for missed deductions and credits before filing.
Keeper
Keeper is a tax filing platform that combines AI assistance with review from tax professionals for W-2, freelance, business, rental, and other complex tax situations. It helps users find deductions, prepare returns, and file with expert review.
Keeper overview
Keeper is a tax filing platform that combines AI software with human tax professionals to help individuals and small businesses file more complex returns. The site positions it for workers with W-2 income, freelance and contractor income, S-corps, rental property, investments, K-1s, and other situations that often require more than basic tax software.
Its workflow centers on finding deductions, preparing returns, and reviewing filings before they go to the IRS. Keeper says it can analyze prior returns for missed opportunities, track deductible expenses from connected financial accounts, answer tax questions with an AI assistant, and involve a dedicated tax pro for review and guidance.
Core features
Automatic expense tracking
Connect up to 10 bank or credit card accounts through Plaid so expenses can be tracked and categorized for deductible business activity.
AI-assisted return preparation
Submit tax forms and let Keeper prepare the return, with the site saying it runs 300+ checks before filing.
AI tax Q&A
Use the AI tax assistant to ask tax questions; the site says it is trained on thousands of pages of tax law and backed by tax experts for harder questions.
Human accountant support and review
Book one-on-one time with a tax expert for planning and implementation guidance, with expert review included before filing.
Expanded support for more complex filings
Access plan-specific services such as quarterly estimated tax support, S-corp filing, partnership filing, and late return filing.
Common use cases
Finding contractor write-offs
For freelancers and 1099 contractors who need help identifying deductible expenses, Keeper’s deduction finder and expense tracking are built around finding write-offs before tax time.
Filing mixed-income returns
For people with several income sources such as W-2 wages, freelance income, rental property, or K-1s, Keeper is positioned to handle more complicated returns than basic DIY tools.
Managing business filings
For S-corporation or partnership owners, Keeper’s Business plan adds S-corp and partnership filing plus quarterly payroll support and year-end book review.
Catching up on past-due returns
For taxpayers who are behind on filing, Keeper offers a Late Filing plan that covers returns for the past five tax years and includes the current return.
Preparing with expert review
For users who want a second layer of review, Keeper combines AI checks with a tax professional review before submission to the IRS.
Pros and Cons
Pros
- Combines software automation with review from tax professionals.
- Supports a range of complex filing situations beyond simple W-2 returns.
- Offers automated deduction tracking and return analysis to surface missed savings.
- Includes an AI tax assistant for quick questions and a path to human help when questions are more complex.
- Publishes a clear plan structure for standard, premium, business, and late filings.
Cons
- Pricing rises quickly for more complex needs, with separate Premium, Business, and Late Filing plans.
- The site does not clearly publish every integration beyond bank and card connections through Plaid.
- Some capabilities, such as the AI accountant and research tools, are described on the site, but detailed limits and coverage are not fully specified in the source material.
FAQ
What kind of taxes does Keeper help with?
Keeper is a tax filing platform that combines AI workflows with review by tax professionals. It can help users file complex personal and business tax situations, including W-2 income, freelance income, S-corp returns, rental property, K-1s, and some late returns.
Does Keeper offer a free trial or free plan?
The homepage says new users can get started free, and the pricing section offers a 14-day free trial. Keeper’s paid plans are organized by filing complexity, with separate plans for Standard, Premium, Business, and Late Filing.
How does Keeper’s filing workflow work?
Keeper’s workflow includes uploading a prior tax return to find missed opportunities, linking bank or credit card accounts to track deductible expenses, and uploading tax forms so the platform can prepare a return with multiple checks before a tax professional reviews it.
Is a human tax professional involved?
Yes. The site says tax professionals review every return before it goes to the IRS, and it also offers dedicated accountant support on Premium and Business plans.
How reliable is Keeper’s AI tax help?
Keeper’s research pages describe its AI accountant as trained on US tax law and reviewed periodically by tax professionals, but the site does not present it as a replacement for individualized tax advice in every situation.
Quick Facts
- Category
- Tax filing software
- Primary users
- W-2 employees, freelancers, sole proprietors, and small businesses
- Platform
- Web-based product
- Pricing model
- Paid plans with a 14-day free trial mentioned on the site
- Source domain
- keepertax.com
- Workflow
- AI-assisted tax prep with human review
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