Keeper Tax
Keeper Tax helps independent contractors, freelancers, and solopreneurs automatically find tax deductions most people miss.
1. Brief Overview of Keeper Tax
Keeper Tax is a tax tool designed to help freelancers, gig workers, and self-employed individuals, including content creators, track and maximize their tax deductions. It simplifies the process of identifying write-offs by automatically scanning bank and credit card transactions to uncover deductible expenses. By addressing the challenges of tax organization and deduction discovery, Keeper Tax saves time, reduces stress, and ensures users keep more of their earnings.
2. Key Features
- Automatic Expense Tracking: Links to your bank accounts and scans transactions for tax-deductible expenses.
- Customizable Write-Offs: Allows users to customize tax categories to fit their specific needs.
- Tax Filing Assistance: Offers an optional tax filing service for a complete end-to-end solution.
- Real-Time Tax Insights: Provides ongoing tracking of potential deductions to avoid surprises during tax season.
- Expense Categorization by a Human Bookkeeper: A human assistant reviews transactions to ensure accuracy.
- Audit Protection: Offers support in case of an IRS audit.
- User-Friendly Mobile App: Track deductions and manage expenses on the go.
- Transaction Search Tool: Easily find and classify transactions by keyword or category.
3. Target User / Who It's For
Keeper Tax is ideal for freelancers, solopreneurs, gig workers, and content creators who need to manage their taxes without the complexity of traditional accounting tools. It's a great fit for beginner and intermediate users who lack experience in tax preparation or bookkeeping. The tool is especially helpful for content creators who have diverse and often inconsistent income streams, making it easier to manage deductions and stay tax-compliant.
4. Pricing & Plans
- Monthly Subscription: $16/month for the deduction-tracking service.
- Tax Filing Service: Optional add-on starting at $39 per filing.
- Free Trial: Keeper Tax offers a free trial so users can explore its features and functionality before committing.
- Discounts: Occasionally Keeper Tax provides promotional discounts, which can be found on its website or through partner referrals.
5. Onboarding / Ease of Use
Getting started with Keeper Tax is simple and intuitive. After signing up, users connect their bank or credit card accounts, and the tool begins scanning for deductible transactions. The platform offers clear prompts and guidance, and customer support is available via live chat for assistance. Additionally, there are FAQs, tutorials, and email support to help new users navigate the platform.
6. Platforms & Integrations
Keeper Tax integrates with major banks and credit cards to pull transaction data but does not currently offer integrations with other tools like invoicing or project management platforms. It is available as a web app and mobile app (iOS and Android), making it accessible from multiple devices.
7. Final Thoughts on Why Choose Keeper Tax
Keeper Tax is a game-changer for content creators who want to streamline their tax process and maximize their savings without dedicating hours to financial admin work. Its automated deduction tracking, human oversight, and optional tax filing make it an all-in-one solution that is both reliable and user-friendly. For content creators juggling inconsistent income and numerous expenses, Keeper Tax simplifies tax season, helping them focus on growing their brand and creative work while staying financially savvy.
