Keeper Tax Overview

Keeper Tax is a financial management software designed specifically for freelancers, independent contractors, and small business owners to streamline tax preparation, expense tracking, and financial management. The software automatically scans users’ bank accounts, credit cards, and receipts to identify tax-deductible expenses and categorize them accordingly. With its easy-to-use dashboard, Keeper Tax provides real-time insights into a user’s financial health, helping them track their income, expenses, and tax liabilities. The platform also integrates with popular accounting tools like QuickBooks and TurboTax, simplifying tax filing and ensuring that users take full advantage of tax deductions. Keeper Tax’s expense tracking and reporting features allow users to create accurate financial records, which is essential for both personal and business tax filings. Whether you are self-employed or running a small business, Keeper Tax simplifies financial management, helps optimize tax deductions, and ensures that users stay compliant with tax laws, minimizing stress during tax season.

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Contact Details

  • Vendor Name Keeper Tax
  • Founded 2018
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

E-learning, Facilities & Services, Internet, Real Estate

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Keeper Tax Features

  • Arrow Icon Tax Management
  • Arrow Icon Financial Reporting
  • Arrow Icon Data Visualization
  • Arrow Icon Financial Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Dashboard Creation
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Revenue Recognition
  • Arrow Icon Cash Management
  • Arrow Icon Accounting
  • Arrow Icon Investment Management
  • Arrow Icon Real-Time Data
  • Arrow Icon Data Import/Export
  • Arrow Icon Artificial Intelligence
  • Arrow Icon Tax Calculation
  • Arrow Icon Tax Filing
  • Arrow Icon Tax Forms
  • Arrow Icon Accounting
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Approval Process Control
  • Arrow Icon Audit Management
  • Arrow Icon Compliance Management
  • Arrow Icon Document Management
  • Arrow Icon Tax Management
  • Arrow Icon Client Portal
  • Arrow Icon Digital Signature
  • Arrow Icon For Tax Practices
  • Arrow Icon Artificial Intelligence

Keeper Tax Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA

Keeper Tax FAQs

Keeper Tax is a financial management software designed specifically for freelancers, independent contractors, and small business owners to streamline tax preparation, expense tracking, and financial management. The software automatically scans users’ bank accounts, credit cards, and receipts to identify tax-deductible expenses and categorize them accordingly. With its easy-to-use dashboard, Keeper Tax provides real-time insights into a user’s financial health, helping them track their income, expenses, and tax liabilities. The platform also integrates with popular accounting tools like QuickBooks and TurboTax, simplifying tax filing and ensuring that users take full advantage of tax deductions. Keeper Tax’s expense tracking and reporting features allow users to create accurate financial records, which is essential for both personal and business tax filings. Whether you are self-employed or running a small business, Keeper Tax simplifies financial management, helps optimize tax deductions, and ensures that users stay compliant with tax laws, minimizing stress during tax season.

  • No, Keeper Tax does not offer a free version.

  • Yes, Keeper Tax offers a free trial.

  • No, Credit Card details are not required for the Keeper Tax trial.

  • No, Keeper Tax does not offer an API.

  • Keeper Tax offers support with the following options:
    • 24x7 Support , Email , Chat , Knowledge Base , FAQs/Forum

  • Keeper Tax offers training with the following options:
    • Documentation

  • Keeper Tax supports the following languages:
    • English

  • Following are the typical users of the Keeper Tax:
    • Self-Employed , Small-Business , Midsize-Business

  • Keeper Tax supports the following devices and operating systems:
    • iPhone , Android