# Keeper

> Tax filing and bookkeeping service for freelancers that pairs AI deduction tracking with review by human tax professionals.

Keeper is a US tax filing and bookkeeping service for freelancers, contractors and small business owners. Keeper connects to bank and card accounts, uses AI to categorise expenses and identify possible deductions, and prepares federal and state returns that a tax professional reviews and signs. Keeper is used on desktop or through its iOS and Android apps.

**Best for:** Self-employed people in the United States who want expense tracking and tax filing in one subscription, with a human professional checking the return.

- Official site: https://www.keepertax.com/
- Listed in: [Finance & Accounting](https://trendhub.net/ai-tools/category/finance-accounting)
- Last checked: 2026-10-09 (facts taken from keepertax.com)
- Source page: https://trendhub.net/ai-tools/keeper-ai-tax-filing-bookkeeping-freelancers

## Key facts

- Platforms: Web, iOS, Android
- Pricing model: Subscription
- Free trial: Yes
- Made by: Keeper Tax, Inc.

## What is Keeper?

Keeper is a US tax and bookkeeping platform from Keeper Tax, Inc. aimed at freelancers, contractors and solo business owners. It links to bank and card accounts and uses AI to scan transactions, categorise them and flag those that may be deductible business expenses; receipts can be photographed and matched, and mixed orders can be split into business and personal items. At filing time the software prepares federal and state returns, and a tax professional checks and signs every one of them before submission. The company is an IRS authorized e-file provider. Higher plans add a dedicated accountant, quarterly estimated tax support, late returns for up to five years back, and filing for S-Corps and partnerships. An AI assistant answers tax questions, and uploading a prior return produces an analysis of opportunities that may have been missed.

## Key features

- **Automatic Deduction Tracking**: Reads linked bank and card transactions and sorts likely write-offs into tax categories.
- **Receipt Scanning**: Adds an expense from a photographed receipt or attaches the receipt to an existing transaction.
- **Recurring Rules**: Remembers how you classified a merchant and treats later purchases from it the same way.
- **Tax Filing with Pro Review**: Prepares federal and state returns in the app and has a tax professional check and sign them.
- **Prior Return Analysis**: Examines an uploaded return from an earlier year and points out tax strategies that were not used.
- **Tax Pro Consultations**: Lets you book one-to-one calls with an assigned CPA or enrolled agent on the plans that include it.

## Use cases

- **Freelance Expense Tracking**: Keep business spending categorised through the year instead of sorting statements in April.
- **Filing with Mixed Income**: Prepare a return that combines W-2 wages, 1099 income, rentals or K-1s.
- **Paying Quarterly Estimates**: Work out and schedule estimated tax payments during the year.
- **Catching Up on Late Returns**: File returns for earlier years, up to five years back.
- **S-Corp and Partnership Returns**: File Form 1120-S or Form 1065 with a year-end review of the books.

## Things to know

- **US taxes only**: The service is built around IRS and US state filings, including forms such as 1040-ES, 1120-S and 1065.
- **Trial then subscription**: All plans begin with 14 days free; cancelling before the trial ends avoids a charge.
- **Bookkeeping-only plan excludes filing**: The monthly plan tracks expenses and deductions but does not include a tax return; filing needs one of the yearly plans.
- **LLC formation not yet available**: Business formation is shown on the site as coming soon.

## FAQs

### What is Keeper?

Keeper is a US tax filing and bookkeeping service that uses AI to find and categorise deductible expenses and has tax professionals review each return.

### Who is Keeper for?

Keeper is aimed at freelancers, independent contractors, solo business owners, and S-Corps and partnerships.

### Is Keeper free?

Keeper is a paid subscription with a 14-day free trial on every plan. Submitting a return to the IRS and a state requires a paid yearly plan.

### How much does Keeper cost?

Keeper sells three yearly plans that combine bookkeeping with tax filing and a monthly bookkeeping-only plan. See the official pricing page for current rates.

### Does Keeper have a mobile app?

Yes. Keeper is available on the iOS App Store and Google Play as well as on desktop.

### Why does Keeper ask to link a bank account?

Keeper links to bank and card accounts so its software can scan transactions and categorise the ones that count as deductible business expenses.

### Are state returns included with Keeper?

Yes. Keeper's Standard plan includes federal plus up to two state returns, and the Premium and Business plans cover three or more states.

---

Source: https://trendhub.net/ai-tools/keeper-ai-tax-filing-bookkeeping-freelancers (trendhub)
