Keeper
The modern tax platform where AI meets human accountants.
Keeper is a tax platform that combines AI analysis with tax professionals to prepare and file individual and small-business tax returns. It tracks income and expenses across linked financial accounts, identifies deductions, and has every return reviewed and signed by a tax professional before filing.
Core capabilities include automatic expense tracking and categorization, receipt scanning, recurring rules, mixed-order itemization, mileage tracking, quarterly estimated tax payments, federal and state e-filing, audit protection, return amendments, and late filings. An AI tax assistant provides in-app guidance, while one-on-one consultations with a tax pro are available on higher tiers. The platform also offers LLC formation, EIN assistance, and an operating agreement through a partner, plus year-end book review and close. Keeper is available on desktop and mobile.
Keeper is aimed at W-2 employees, freelancers, sole proprietors, and businesses with more complex situations such as LLCs, S-Corps, partnerships, rentals, K-1s, and multi-state filings. It offers a 14-day free trial on all plans, with yearly Standard, Premium, and Business tiers, as well as a monthly bookkeeping-only option.
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