KeeperTax Overview
KeeperTax is a comprehensive, AI-driven tax solution built specifically for the modern independent workforce, including freelancers, gig economy workers, and content creators. It addresses the primary challenge faced by self-employed individuals: navigating the complexities of tax filing and maximizing deductions. By blending sophisticated AI and machine learning with the oversight of professional tax experts, KeeperTax provides a seamless, accurate, and confidence-inspiring tax experience from year-round bookkeeping to final e-filing.
How to use KeeperTax
Getting started with KeeperTax is a straightforward process designed to save you time and stress:
- Sign Up and Connect Accounts: Create your account and securely link your financial accounts, such as bank accounts and credit cards.
- Automatic Deduction Discovery: KeeperTax's AI gets to work immediately, scanning your transactions 24/7 to identify potential business expenses and tax write-offs.
- Review and Categorize: You can easily review the suggested deductions through the app or website. The platform allows you to categorize expenses, add notes, and upload receipt photos for impeccable record-keeping.
- Get Expert Answers: If you're unsure about an expense, you can use the "Is this deductible?" feature to get personalized answers from tax experts.
- Effortless Tax Filing: When tax season arrives, KeeperTax compiles all your tracked deductions and income information into a complete tax return.
- Professional Review and Filing: Before submission, a dedicated tax professional reviews and signs your entire return to ensure accuracy and compliance. They then e-file it with the IRS and your state on your behalf.
Core Features of KeeperTax
- AI-Powered Deduction Tracking: Automatically identifies and categorizes business expenses from your linked accounts, supporting over 300 types of credits and deductions.
- Expert Tax Pro Review: Every single tax return is reviewed, signed, and filed by a qualified tax professional, providing ultimate peace of mind.
- Comprehensive Filing Services: Includes both Federal and State e-filing, with support for complex situations like K-1s, rental properties, stock & crypto investments, and foreign income.
- Quarterly Tax Management: Calculates your estimated quarterly tax payments and helps you file them on time to avoid underpayment penalties.
- Audit Protection and Resolution: All plans include audit protection, with premium plans offering advanced audit resolution support.
- Max Refund Guarantee: The platform is designed to find every possible deduction to maximize your tax refund.
- Receipt and Document Storage: Securely upload and store photos of receipts and other important tax documents directly in the app.
- Smart Split™ Deductions: Intelligently helps you split expenses that have both business and personal use components.
Use Cases for KeeperTax
KeeperTax is ideal for a wide range of self-employed professionals:
- Freelancers and Consultants: A freelance graphic designer can automatically track and deduct software subscriptions, home office expenses, marketing costs, and client-related travel.
- Gig Economy Workers: A rideshare or food delivery driver can effortlessly deduct mileage, vehicle maintenance, phone bills, and other essential operating costs.
- Content Creators: YouTubers, bloggers, and influencers can deduct expenses for camera gear, editing software, studio space, and travel for content creation.
- Small Business Owners: Sole proprietors can manage all their Schedule C deductions, calculate quarterly taxes, and access add-on services like business formation as their enterprise grows.
Advantages of KeeperTax
The key advantage of KeeperTax is its specialized, all-in-one approach. It automates the most tedious part of being self-employed—bookkeeping and tax prep—while ensuring professional-level accuracy. Users save significant time, reduce the risk of costly errors, and gain confidence knowing their taxes are handled correctly. On average, users uncover an additional $1,249 in tax write-offs, making the service a valuable investment.
Pricing and Plans
KeeperTax offers clear, flexible pricing tailored to different needs:
- Just Filing ($99/yr): Ideal for those who have their deductions organized. Includes Federal & State e-filing, audit protection, max refund guarantee, and review & signature by a tax pro.
- Filing + Deductions ($199/yr): The most popular plan. Includes everything in 'Just Filing' plus automatic deduction tracking, connection for up to 10 financial accounts, and receipt photo uploads.
- Premium ($399/yr): For complex tax situations. Includes all previous features plus support for K-1s, rental properties, AMT, multi-state returns, and audit resolution support.
Add-on Services: KeeperTax also offers specialized services like S-Corp & Partnership filing (starting at $750), Business Formation ($350), 1:1 calls with an accountant ($175/hr), and business bookkeeping ($175/hr).
Traffic
Latest traffic
Status
Monthly traffic trend
- 2025-9: 138.2K
- 2026-1: 368.8K
- 2026-2: 328.5K
- 2026-3: 332.4K
- 2026-4: 437.9K
- 2026-5: 157.6K
Geography
Top 5 countries / regions
- 🇺🇸United States94.8%
- 🇨🇦Canada1.6%
- 🇬🇧United Kingdom1.2%
- 🇵🇷Puerto Rico1.2%
- 🇻🇳Vietnam1.2%
Traffic sources
| Source type | Percentage |
|---|---|
Direct | 71.0% |
Referral | 23.8% |
Email | 5.3% |
Top keywords
| Keyword | Cost per click |
|---|---|
| 1099 tax calculator | $0.86 |
| keeper | $2.09 |
| keeper tax | $9.15 |
| keepertax | $9.15 |
| keeper tax tracking | $0.00 |
KeeperTax Categories
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