Become a member

Subscribe to our newsletter to get the Latest Updates

― Advertisement ―

HomeInvestmentAI-Powered Expense Monitoring And Taxes

AI-Powered Expense Monitoring And Taxes

Keeper Tax Review

Keeper is an app that helps impartial contractors, freelancers, and staff file their tax returns whereas maintaining observe of work-related bills.

The app is obtainable for each iOS and Android units, or you should use a web-based desktop model. 

Keeper could possibly be a great match if you wish to keep organized come tax time. It’s necessary to think about pricing and options earlier than signing up. Right here’s a better have a look at Keeper Tax and what you might want to know when you’re in search of an app to trace bills and file taxes.

See how Keeper compares with our checklist of one of the best tax software program right here.

Keeper Logo 2023
  • Keeper helps freelancers and impartial contractors with tax-related write-offs.
  • Robotically scans your financial institution and bank card statements for tax-deductible bills.
  • An annual subscription prices $192 per 12 months is required for tax help.

Month-to-month Subscription (Does Not Embrace Tax Submitting)

Annual Subscription (Consists of Tax Submitting)

What Is Keeper?

Keeper, previously known as Keeper Tax, is an app designed for expense monitoring and tax submitting for impartial contractors and small enterprise homeowners. Keeper can scan your financial institution and bank card statements to search for bills to trace and write off, aiming to decrease your tax invoice. It additionally handles your tax submitting and gives tax professionals to supply solutions to questions associated to submitting.

The corporate, based in 2018 by Paul Koullick and David Kang, has rebranded from Keeper Tax to Keeper. The app is very rated on each the App Retailer (4.8 out of 5) and Google Play (4.5 out of 5). 

How Does Keeper Work?

Keeper is a mobile-first app that works on-line and in your telephone. Customers hyperlink financial institution and bank card accounts to the app to routinely scan purchases to search for potential write-offs.

After signing up with Keeper, you may be requested a collection of questions earlier than you possibly can transfer on to the subsequent display. For instance, it asks when you’re a freelancer, an worker, or a enterprise proprietor. It additionally asks when you use your car or journey for work.

Keeper Review: Taxes

How A lot Does Keeper Price? 

There’s a free seven-day trial with Keeper. As soon as that ends, listed here are your pricing choices:

  • Month-to-month subscription (expense monitoring solely): $20
  • Annual subscription (expense monitoring and taxes): $192

The month-to-month plan is $20 per thirty days, which incorporates the expense-tracking options solely. Keeper gives a yearly plan, which incorporates every little thing on the month-to-month plan, plus the choice to file your taxes at no extra value.

Notable Keeper Options

Let’s check out some key options from Keeper. 

Tax Professional Assist

While you use a platform that will help you file your taxes, chances are you’ll not have entry to a stay knowledgeable. Or, when you do, you’re required to improve to a better tier. The great factor about Keeper is that you’ve got entry to a tax knowledgeable who can reply questions for you. It will not be over the telephone, however at the least you possibly can have somebody make it easier to together with your particular challenge. 

Keeper prides itself on being a prime instructional content material producer for these with 1099 taxes, so they could additionally be capable to serve you with a video, article, or give you a calculator.

Audit Safety

Past an knowledgeable to reply your questions, chances are you’ll need to know what would occur when you have been to be audited by the IRS. Keeper gives audit safety, which implies their workforce of tax assistants will assist collect any obligatory paperwork to ship to the IRS when you’re topic of an audit. They can even give you entry to CPAs and tax consultants who can reply any questions.

Write-Off Detection

Keeper gives write-off detection, which scans your bank card and financial institution accounts and notifies you of bills you possibly can write off. Keeper seems at as much as 18 months of transactions to routinely present which tax breaks could have been missed. Then, the entire deductions are categorized and routinely added to your tax return. Keeper additionally double-checks the deductions to ensure they received’t increase purple flags with the IRS.

A couple of steps are concerned earlier than you should use this characteristic, together with letting Keeper know what sort of work you do. Then you might want to hyperlink your accounts to Keeper so it could scan your transactions.

Tax Invoice Prediction

Nobody likes feeling stunned by an enormous tax invoice, which is why Keeper provides you year-round estimates on how a lot you’ll probably owe or lets you know the way a lot your refund might be.

You should enter your standing, state, W-2, and 1099 revenue to calculate this quantity immediately. Their calculations embrace all federal and state taxes, together with deductions and credit.

It is a useful characteristic as a result of you know the way a lot to avoid wasting or how a lot you’re getting again, so you possibly can funds for taxes forward of time.

Keeper Review: Resources

Tax Submitting

Since Keeper already scans your tax write-offs and will get you prepared for tax season, submitting your taxes with Keeper could make sense. It gives computerized tax type uploads and pre-fills paperwork for you. Typically, it’s a really user-friendly expertise for filers.

You’ll be able to file your complete taxes utilizing your smartphone. Keeper says, on common, it takes customers 22 minutes to file their taxes. When you submit, a tax skilled critiques your paperwork earlier than submitting to the IRS.

How Does Keeper Evaluate?

Although Keeper is an easy-to-use platform that helps you with bookkeeping and submitting, it has restricted accounting options. You need to pay $192 for the 12 months to handle your bills however don’t have any entry the in-depth studies and options you get with QuickBooks, Xero, or different bookkeeping apps. It’s additionally on the pricier aspect, at $20 a month for expense monitoring solely. 

For a less expensive possibility, you could possibly take a look at Hurdlr, which is an identical accounting, bookkeeping, and revenue taxes app that’s completely free with the choice to improve to Premium at $8.34 per thirty days (billed yearly) or select to go along with their month-to-month possibility at $10 a month. Hurdlr has a similarly-priced tier, Professional, at $16.67 per thirty days (billed yearly). 

Everlance helps freelancers observe their enterprise bills and revenues. The app makes filling out a Schedule C on your taxes simple. Everlance gives a free 10-day Premium trial, however lots of the options can be found of their free model. Everlance Premium options particular customer support entry, PDF studies, and computerized journey monitoring. Premium prices $8 per thirty days or $12 per thirty days for Premium Plus. 


Keeper Logo 2023
Keeper Comparison: Hurdlr
Keeper Comparison: Everlance
  • $20 per thirty days
  • $192 per 12 months
  • Premium: $8.34/month (billed yearly)
  • Professional: $16.67/month (billed yearly)
  • Premium: $5/month (billed yearly)
  • Premium Plus: $10/ month (billed yearly)


In case your taxes aren’t that sophisticated, you could possibly file utterly without spending a dime. Take a look at our favourite choices to file your taxes without spending a dime.

Loads of different inexpensive choices permit you to export your information and not using a $39 added value. TurboTax tops The School Investor’s checklist as one of the best and best tax software program to make use of (although it’s additionally a bit costly). You’ll be able to import PDFs and spreadsheets straight out of your employer, monetary establishments, and funding corporations to obtain your tax information. 

If you would like a human to assist information you thru the method, contemplate H&R Block, which has sturdy software program with the flexibility to import most tax PDFs, like Turbotax, but in addition has the additional benefit of 1000’s of bodily places throughout the nation. Right here’s our evaluation of H&R Block.

Go to The School Investor’s Tax Middle to study extra about one of the best tax software program, assets, and instruments, plus what to grasp about your tax return.

To contact customer support, you possibly can e-mail There isn’t any telephone quantity for customer support.

How To Signal Up

You’re requested for an e-mail deal with and a telephone quantity. Then, you’re given an possibility of whether or not you need to hyperlink your checking or bank card accounts to seek out eligible write-offs when you freelance, for instance.

After answering the questions and inputting your e-mail deal with, you’re requested to obtain the app by way of a QR code in your pc, or you possibly can go on to the App Retailer or Google Play to obtain the app. 

Free Tax Assets And Buyer Service

Keeper is massive on educating you on what to find out about your taxes that will help you get monetary savings and cut back your taxable revenue. They do that by way of their Free Tax Assets web page, which homes data articles, free calculators, instruments, articles, and FAQs on their web site.

For extra particular solutions to clients’ questions, go to their assist website.

Why Ought to You Belief Us?

The School Investor workforce spent years reviewing the entire prime tax submitting choices, and our workforce has private expertise with nearly all of tax software program instruments. I personally have been the lead tax software program reviewer since 2022, and have in contrast many of the main corporations on {the marketplace}.

Our editor-in-chief Robert Farrington has been attempting and testing tax software program instruments since 2011, and has examined and tried virtually each tax submitting product. Moreover, our workforce has created critiques and video walk-throughs of the entire main tax preparation corporations which you could find on our YouTube channel.

We’re tax DIYers and desire a whole lot, identical to you. We work arduous to supply knowledgeable and sincere opinions on each product we check.

Is Keeper Truly A Keeper?

Keeper is a formidable expense monitoring plus tax submitting combo. In the event you freelance, have 1099 revenue, and your funds are comparatively easy (i.e., you file a Schedule C), chances are you’ll recognize the app. Keeper is straightforward to make use of, and the expense-tracking options could also be worthy of the $20 month-to-month charge for some people. 

Nevertheless, when you have a extra sophisticated work, revenue, and monetary state of affairs—for instance, when you personal rental actual property or purchase and promote crypto recurrently, chances are you’ll contemplate a extra sturdy software program like TurboTax or H&R Block paired with an satisfactory bookkeeping software program suite.

Keeper Options

  • Expense monitoring
  • File taxes (self-preparation)
  • Audit safety
  • Chat with a stay tax knowledgeable

Month-to-month Subscription Charge (Expense Monitoring Solely)

Annual Subscription Charge (Consists of Tax Submitting)

Ask A Tax Skilled (Free service from Keeper)

Supply hyperlink