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Keeper

keepertax.com

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Spec score 8.1 #10 of 49 in Tax Deduction Tracking Software

What it is

Keeper combines bookkeeping and tax filing, using AI and human accountants to identify potential tax savings and prepare returns. It scans linked financial transactions for possible deductions, which users can review, supplement with receipt photos, and organize with rules. Keeper offers federal and state filing, and says a tax professional reviews and signs every return. The 24/7 AI tax assistant provides tax help, while Premium includes one-on-one consultations with a tax professional. Standard costs $199 a year and includes 10 financial accounts; Premium costs $399 a year, and Business costs $1,199 a year. Bookkeeping Only costs $20 a month and tracks expenses but does not include filing. Standard includes federal and up to two state returns; Premium and Business cover three or more states. The 14-day trial does not permit exporting deductions or submitting a return for IRS filing. Keeper connects accounts through Plaid and says it does not have access to bank login information. It says it uses banking-grade encryption. Apps are available for Android, iOS, and web.

Spec sheet

Product
Keeper combines bookkeeping and tax filing, using AI and human accountants to identify tax savings and prepare returns.Read 29 Sep 2026 · keepertax.com
Platforms
Keeper says its app is available through the iOS App Store and Google Play Store; its pricing page also describes use on desktop and mobile.Read 29 Sep 2026 · keepertax.com
Free plan
YesRead 22 Sep 2026 · keepertax.com
Security
Keeper says it uses banking-grade encryption to protect personal information.Read 29 Sep 2026 · help.keepertax.com
AI support
Keeper offers a 24/7 AI tax assistant and says its human tax support team is available for personalized help.Read 29 Sep 2026 · help.keepertax.com
Bank connection
Keeper partners with Plaid to link financial accounts; its help page says Keeper does not have access to users’ bank login information.Read 29 Sep 2026 · help.keepertax.com
Bookkeeping limit
The Bookkeeping Only plan tracks expenses but does not include tax filing.Read 29 Sep 2026 · keepertax.com
Expense tracking
Keeper scans financial account transactions for potential deductions and lets users review them, add receipt photos, and set rules.Read 29 Sep 2026 · keepertax.com
Plan limit
Standard includes federal and up to two state returns; Premium and Business cover three or more states.Read 29 Sep 2026 · keepertax.com
Tax filing
Keeper offers federal and state tax filing, with every return reviewed and signed by a tax professional.Read 29 Sep 2026 · keepertax.com
Tax pro support
Premium includes one-on-one tax pro consultations, and Keeper says each filed return is reviewed and signed by a tax professional.Read 29 Sep 2026 · keepertax.com
Trial limit
The 14-day trial does not include exporting deductions or submitting a return for IRS filing.Read 29 Sep 2026 · help.keepertax.com
Who it serves
Keeper describes its plans for individual contractors, sole proprietors, complex individual tax situations, S-Corps, and partnerships.Read 29 Sep 2026 · keepertax.com

Plans and prices

Only deductions Price not published Expense discovery and tracking · Tax deduction summary export · 24/7 AI Tax Assistant Read 22 Sep 2026 · help.keepertax.com
Standard $199 a year $199/yr 10 financial accounts Read 22 Sep 2026 · keepertax.com
Premium $399 a year $399/yr Everything in Standard · Dedicated accountant · Quarterly tax support · One amendment included · Audit resolution support Read 22 Sep 2026 · keepertax.com
Business $1,199 a year $1,199/yr Everything in Premium · S-Corp tax filing · Partnership tax filing · Quarterly Form 941 support · Year-end book review and close Read 22 Sep 2026 · keepertax.com
Bookkeeping Only $20 a month $20/mo · Billed monthly · Cancel anytime Expense tracking · AI deduction discovery and categorization · Tax filing not included Read 29 Sep 2026 · keepertax.com
Standard $199 a year $199/yr Federal + up to 2 state returns · Tax pro review and signature · Business deductions Read 29 Sep 2026 · keepertax.com
Premium $399 a year $399/yr Everything in Standard · Multi-state returns (3+) · Quarterly taxes · Tax pro consultations · Amendments · Late returns up to 5 years Read 29 Sep 2026 · keepertax.com
Business $1,199 a year $1,199/yr Everything in Premium · S-Corp and partnership filing · Year-end book review and close Read 29 Sep 2026 · keepertax.com

Every Keeper plan and price →

Strong points and limits

Strong points

  • Potential deductions found from linked transactions
  • Every filed return reviewed and signed by a tax professional
  • 24/7 AI tax assistant
  • Available on Android, iOS, and web

Limits

  • Bookkeeping Only does not include tax filing
  • Trial excludes deduction exports and IRS filing
  • Standard covers no more than two state returns

Who it suits

Keeper serves individual contractors, sole proprietors, people with complex individual tax situations, S-Corps, and partnerships. Bookkeeping Only suits people seeking expense tracking without tax filing; Premium adds one-on-one tax pro consultations.

Verdict

Keeper combines deduction tracking with tax filing and tax-professional review. Plan scope varies: Bookkeeping Only omits filing, and the 14-day trial does not allow return submission.

Where Specifiction places it

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