Keeper Tax Description

Keeper Tax is an innovative digital platform aimed at simplifying the tax filing experience for independent contractors, freelancers, and small business owners. Launched in 2018 by Paul Koullick and David Kang, Keeper Tax has evolved from its original focus to offer comprehensive expense tracking and tax filing services. The app’s primary function is to automate the process of identifying tax write-offs, which is particularly beneficial for users with 1099 income. By linking their bank and credit card accounts to the app, users can allow Keeper Tax to scan their transactions, automatically categorizing potential deductible expenses. This reduces the time and effort needed to prepare for tax filing significantly. One of the standout features of Keeper Tax is its access to tax professionals. Unlike many other tax platforms that require users to upgrade for professional assistance, Keeper Tax includes this feature in its standard offering, allowing users to ask questions and seek guidance without incurring additional costs. Additionally, the app provides a personal tax assistant who communicates with users via text and email, offering tailored support and updates throughout the year. The mobile application is available for both iOS and Android devices, designed with a user-friendly interface that caters to individuals with varying levels of technical expertise. Users can sign up easily through the app or website, link their financial accounts, and begin tracking expenses almost immediately. The app categorizes expenses for potential tax write-offs, providing users with the option to adjust these categorizations as necessary. Furthermore, Keeper Tax allows users to file their taxes directly through the app or export their data for filing elsewhere, ensuring a smooth and guided experience during tax season. While Keeper Tax is particularly advantageous for freelancers and independent contractors, small business owners can also benefit from its automated tracking capabilities. However, it is worth noting that the app may not meet the needs of businesses requiring comprehensive financial management tools. Users have praised Keeper Tax for its automated tracking, ease of use, and the value added by direct access to tax professionals. The app has received high ratings on both the App Store and Google Play, indicating strong user satisfaction. However, some users have reported issues with the accuracy of tax filings and customer service responsiveness. Overall, Keeper Tax presents a valuable solution for individuals looking to streamline their tax filing process and maximize deductions, although those with complex accounting needs may want to explore alternative options.