Product Information
What is Keeper tax?
Keeper automatically scans your bank statements for tax write-offs. Utilizing a team of certified bookkeepers assisted by machine learning, it identifies tax-deductible expenses in your transactions.
To sign up, simply link the financial accounts you want monitored for write-offs. Keeper employs the secure third-party service Plaid to gain read-only access to your purchases.
Throughout the year, you’ll respond to simple text messages like, "Hey, was lunch at McDonald’s today shared with a client or coworker?" or "Did you use your Spotify account to play music for rideshare passengers?" Texts are partially automated, but we have an accountant on standby to oversee things and step in when needed.
At year-end, you can seamlessly export your write-offs to files compatible with TurboTax, H&R Block, and more.
How to use Keeper tax?
Keeper Tax is a tax software that uses AI and tax experts to automatically identify deductible expenses from bank statements, helping users confidently file complex taxes and offering expert-reviewed tax filing services.
Core Functions of Keeper tax
Accounting
Tax
Expense Tracking
Usage Scenarios of Keeper tax
- 1099 contractors looking for tax deductions.
- Self-employed individuals managing business expenses.
- W-2 employees tracking additional deductions.
- Homeowners recording mortgage and renovation expenses.
- Investors managing taxes related to stocks, bonds, and cryptocurrencies.
- Users needing to amend returns or file late.
Common Questions about Keeper tax
What does Keeper Tax do?
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