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Keeper
What it is
Keeper combines bookkeeping and tax filing, using AI and human accountants to identify potential tax savings and prepare returns. It scans linked financial transactions for possible deductions; users can review them, add receipt photos, and set rules. Keeper offers federal and state tax filing and says every return is reviewed and signed by a tax professional. A 24/7 AI tax assistant is available, and Keeper’s human tax support team offers personalized help. Premium includes one-on-one tax pro consultations. Standard costs $199 a year and includes 10 financial accounts. Premium costs $399 a year, and Business costs $1,199 a year. Bookkeeping Only costs $20 a month and tracks expenses without tax filing. The 14-day trial does not include deduction exports or submitting a return for IRS filing. Keeper connects financial accounts through Plaid and says it does not access bank login information; it also says it uses banking-grade encryption. Apps are listed for Android, iOS, and web.
For and against
For
- Tracks transactions for potential deductions
- Every filed return is reviewed and signed by a tax professional
- 24/7 AI tax assistant
- Premium includes one-on-one tax pro consultations
- Available on Android, iOS, and web
Against
- Bookkeeping Only does not include tax filing
- The 14-day trial excludes deduction exports and return submission
- Standard covers up to two state returns
- Premium and Business cover three or more states
The verdict
Keeper brings expense tracking and tax filing together, with tax professional review and varying plan coverage. Consider the state-return limits and trial restrictions when selecting an option.
Who it suits
Keeper describes plans for individual contractors, sole proprietors, people with complex individual tax situations, S-Corps, and partnerships. Its plan limits matter: Standard covers federal and up to two state returns, while Premium and Business cover three or more states.
Plans and prices
Only deductions
Expense discovery and tracking · Tax deduction summary export · 24/7 AI Tax Assistant
Read 22 Sep 2026 · help.keepertax.com
Bookkeeping Only
Expense tracking · AI deduction discovery and categorization · Tax filing not included
Read 29 Sep 2026 · keepertax.com
Standard
Federal + up to 2 state returns · Tax pro review and signature · Business deductions
Read 29 Sep 2026 · keepertax.com
Premium
Everything in Standard · Multi-state returns (3+) · Quarterly taxes · Tax pro consultations
Read 29 Sep 2026 · keepertax.com
Business
Everything in Premium · S-Corp and partnership filing · Year-end book review and close
Read 29 Sep 2026 · keepertax.com
On the record
- AI support
- Keeper offers a 24/7 AI tax assistant and says its human tax support team is available for personalized help.help.keepertax.com · read 29 Sep 2026
- Bank connection
- Keeper partners with Plaid to link financial accounts; its help page says Keeper does not have access to users’ bank login information.help.keepertax.com · read 29 Sep 2026
- Bookkeeping limit
- The Bookkeeping Only plan tracks expenses but does not include tax filing.keepertax.com · read 29 Sep 2026
- Expense tracking
- Keeper scans financial account transactions for potential deductions and lets users review them, add receipt photos, and set rules.keepertax.com · read 29 Sep 2026
- Plan limit
- Standard includes federal and up to two state returns; Premium and Business cover three or more states.keepertax.com · read 29 Sep 2026
- Product
- Keeper combines bookkeeping and tax filing, using AI and human accountants to identify tax savings and prepare returns.keepertax.com · read 29 Sep 2026
- Security
- Keeper says it uses banking-grade encryption to protect personal information.help.keepertax.com · read 29 Sep 2026
- Tax filing
- Keeper offers federal and state tax filing, with every return reviewed and signed by a tax professional.keepertax.com · read 29 Sep 2026
- Tax pro support
- Premium includes one-on-one tax pro consultations, and Keeper says each filed return is reviewed and signed by a tax professional.keepertax.com · read 29 Sep 2026
- Trial limit
- The 14-day trial does not include exporting deductions or submitting a return for IRS filing.help.keepertax.com · read 29 Sep 2026
- Who it serves
- Keeper describes its plans for individual contractors, sole proprietors, complex individual tax situations, S-Corps, and partnerships.keepertax.com · read 29 Sep 2026
