Keeper Tax
Keeper Tax combines seamless software, powerful AI, and a network of tax professionals for a new kind of tax filing experience. It helps users uncover tax deductions and file taxes easily.
đ What is Keeper Tax?
"This tool is designed to simplify tax filing for self-employed individuals and freelancers, leveraging AI to identify deductions and streamline the filing process."
đ Key Features
Expense tracking on autopilot
Automatically tracks expenses by linking bank or credit card accounts, taking just 30 seconds to set up.
Tax bill prediction
Provides year-round estimations for tax bills and refunds.
Tax filing, reimagined
Allows users to file taxes directly from their phone with the IRS and State.
Pro tax help
Offers chat support with an assigned tax assistant anytime.
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Verify This Pageđ€ AI Capabilities
Overview
The tool utilizes AI to enhance the tax filing experience by identifying deductions and providing assistance.
Capabilities
- AI scans transactions to identify tax write-offs
- AI tax assistant for user queries
AI Models
AI Tax Assistant
chatbot
An award-winning AI that assists users with tax-related questions.
đ° Pricing and Plans
Pricing Overview
Keeper Tax offers a monthly and annual subscription model with a free trial option.
Monthly Plan
$20/mo
- Automatic tax break detection
- Federal and state taxes
- Expert review before filing
- Unlimited tax expert help
- Best-in-class tax resources
Annual Plan
$192/yr
- Automatic tax break detection
- Federal and state taxes
- Expert review before filing
- Unlimited tax expert help
- Best-in-class tax resources
Premium Plan
$396/yr
- Everything in the annual plan, plus:
- Amend or file prior year returns
- File quarterly taxes
- Complex scenarios covered: K-1s, rental income, and more
- Enhanced audit protection
âš Free trial or plan available
đ Security and Compliance
Security Overview
The tool prioritizes user data security and compliance with relevant regulations.
Security Measures
- Data encryption
- Secure user authentication
Certifications & Compliance
đ Additional Information
Competitive Advantage
Keeper Tax stands out due to its AI capabilities and user-friendly interface, making tax filing less intimidating.
- AI-powered deduction identification
- Seamless integration with financial accounts
- Expert tax assistance available
Future Developments
The company is focused on enhancing its AI capabilities and user experience.
- Enhanced AI deduction detection
- More integrations with financial institutions
Update frequency: monthly
Integration and Deployment
The tool integrates with various financial institutions for seamless expense tracking.
Integrations:
- Connects with 20,000+ banks and credit cards
Deployment Type: cloud-based
User Interface
Users can upload forms and manage their taxes easily through a mobile app or web interface.
Mobile app available
Support and Resources
Keeper Tax provides various support options and resources for users.
Support Types:
- Email support
- Chat support
- Knowledge base
Training Resources:
- User guides
- FAQs
đ Links
đ Success Stories and Testimonials
Customer Feedback
Users have shared positive experiences highlighting the ease of use and effectiveness of the tool.
"Like the simplicity, audit protection and services provided are pretty good. If you work off a 1099 I recommend."
Anonymous
"Trust me if u donât want to save a million receipts! Keeper tax saves and finds all the write offs u wouldnât expect!"
Anonymous
Unverified Page
This page has not yet been verified by the software vendor. The information presented here may not be fully accurate or up-to-date.
Are you the vendor of Keeper? Verify this page to ensure all data is accurate and up-to-date.
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