About Keeper Tax
Keeper Tax scans your bank and credit card transactions to automatically identify tax deductions you might miss. It uses AI to categorize expenses and calculate estimated quarterly taxes. Keeper also provides tax filing with expert review. Best for freelancers, gig workers, and self-employed individuals who want to maximize deductions without hiring an accountant.
What's Great
- ✓AI scans transactions to find deductions freelancers commonly miss
- ✓Automatic quarterly tax calculation and payment reminders
- ✓Tax filing with expert CPA review included
- ✓Mobile-first experience designed for on-the-go freelancers
- ✓Industry-specific deduction knowledge for common freelance categories
Watch Out For
- !Only suited for freelancers and self-employed — not for businesses with employees
- !AI categorization requires manual review for accuracy
- !Filing features are basic compared to full tax preparation software
- !Annual subscription cost may not be worth it for freelancers with simple taxes
Common Use Cases
Freelance designer discovering missed deductions by scanning a year of bank transactions
Gig worker calculating estimated quarterly tax payments to avoid penalties
Self-employed consultant filing Schedule C with expert review for peace of mind
Pricing Model
Paid
Paid subscription required. Check the website for current pricing and free trials.
Category
Tax Planning & Strategy
Tools for proactive tax planning, scenario modeling, and minimizing tax liability.
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