AI Tax Automated Expense Management
Keeper Tax · Tax Filing Powered By Ai
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.
Overview
What Keeper Tax does
This tool is designed to simplify tax filing for self-employed individuals and freelancers, leveraging AI to identify deductions and streamline the filing process.
Capabilities
Key features
- 01
Expense tracking on autopilot
Automatically tracks expenses by linking bank or credit card accounts, taking just 30 seconds to set up.
- 02
Tax bill prediction
Provides year-round estimations for tax bills and refunds.
- 03
Tax filing, reimagined
Allows users to file taxes directly from their phone with the IRS and State.
- 04
Pro tax help
Offers chat support with an assigned tax assistant anytime.
Unverified profile
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What the AI does
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
Models
- AI Tax Assistant chatbot
An award-winning AI that assists users with tax-related questions.
Pricing
Plans & pricing
Free plan or trial available.
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
Trust
Security & compliance
The tool prioritizes user data security and compliance with relevant regulations.
Measures
- ● Data encryption
- ● Secure user authentication
More
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
On the roadmap
The company is focused on enhancing its AI capabilities and user experience.
- → Enhanced AI deduction detection
- → More integrations with financial institutions
Update cadence: monthly
Integration & deployment
The tool integrates with various financial institutions for seamless expense tracking.
- + Connects with 20,000+ banks and credit cards
Deployment: cloud-based
Interface
Users can upload forms and manage their taxes easily through a mobile app or web interface.
Mobile app available
Support & resources
Keeper Tax provides various support options and resources for users.
- + Email support
- + Chat support
- + Knowledge base
- → User guides
- → FAQs
External
Links & channels
Voices
What customers say
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 don’t want to save a million receipts! Keeper tax saves and finds all the write offs u wouldn’t expect!”
Anonymous
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Keeper compared
Side-by-side comparison of Keeper and 6 top ai tax alternatives across pricing, free tier, key features, integrations, and ratings.
| Tool | Pricing | Free tier | Top features | Integrations | Rating |
|---|---|---|---|---|---|
| Keeper | $20/mo | Yes |
| Connects with 20,000+ banks and credit cards | 4.8 |
| Varies | Yes |
| — | 0.0 | |
| Varies | — |
| API for integration with bookkeeping and financial applications | 0.0 | |
| Varies | — |
| — | 0.0 | |
| Varies | — |
| Accounting software, Data visualization tools, Collaboration platforms | 0.0 | |
| $10/month | Yes |
| WordPress, Shopify, Wix +1 more | 4.5 | |
| Varies | — |
| — | 0.0 |
See the full breakdown on Keeper alternatives .
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