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Keepertax

AI accountant for tax questions with CPA fact-checking

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AI-Powered Tax Filing Platform for Complex and Self-Employed Tax Situations

Overview

Keeper is an AI-powered tax platform tailored for individuals with complex tax situations, including self-employed, contractors, business owners, and more. It simplifies the tax filing process by automatically finding deductions, securely connecting to over 20,000 financial institutions, and categorizing expenses using AI. The platform offers features such as document uploads via drag-and-drop, smart notifications, and expense tracking throughout the year, making tax preparation stress-free. Each return is reviewed and signed by human tax professionals, backed by over 300 automated safety checks. Keeper also supports filing amendments, late returns, and various specialized scenarios like rental properties, crypto investments, and foreign income. With mobile and web access, users can stay organized year-round, track expenses, and get instant answers to tax questions via an AI chatbot. The platform caters to a broad user base, from freelancers and students to retirees and property managers, providing guides, calculators, and expert support to maximize refunds and ensure compliance.

Key features & benefits

AI-driven deduction categorization and prediction

Secure bank account integration supporting 20,000+ institutions

Expert-reviewed, signed tax returns with 300+ safety checks

Document upload via photos, PDFs, receipts, and notes

Year-round expense tracking and organization tools

Mobile app and web dashboard for flexibility

Instant answers to tax questions via AI chatbot

Support for complex tax situations including amendments, late filings, crypto, and foreign income

Access to tax guides, calculators, and educational articles

Affordable plans with audit protection and maximum refund guarantee

Use cases & applications

Filing taxes for W-2 employees, contractors, and self-employed individuals

Managing deductions for business expenses, homeownership, and investments

Handling complex scenarios like rental properties, crypto, and foreign income

Filing amendments and late returns with CPA oversight

Year-round expense tracking for freelancers, small business owners, and investors

Supporting expats, retirees, and students with specialized tax needs

Who it's for

S Self-employed professionals, contractors, and freelancers S Small business owners and LLCs I Individuals with complex investments or foreign income R Retirees, students, and homeowners P Property managers and expats seeking comprehensive tax solutions

Side hustle idea

A way you could turn this tool into income

Leverage Keeper's AI-driven tax platform to offer freelance tax assistance, bookkeeping, or consulting services. By integrating Keeper into your offerings, you can help clients maximize deductions, ensure compliance, and simplify their tax process. This creates a scalable side hustle or business opportunity for tax advisors, accountants, or entrepreneurs looking to provide digital tax solutions with minimal overhead, tapping into the growing market of self-employed and gig economy workers seeking affordable, reliable tax support.

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