The automated expense tracking feature of Keeper Tax is one of its most significant advantages. By linking bank and credit card accounts, the app continuously scans transactions to identify potential tax-deductible expenses. This automation is particularly beneficial for freelancers and independent contractors who often have mixed personal and business expenses. Users can save countless hours that would otherwise be spent manually categorizing expenses, allowing them to focus on their work rather than on tedious paperwork. The app categorizes expenses in real-time, providing users with a clear view of their finances and ensuring that no deductible expense is overlooked during tax season.
Keeper Tax distinguishes itself from many other tax software platforms by providing users with direct access to tax professionals. This feature is included in the basic subscription, meaning users do not have to pay extra for professional advice. Users can ask questions and receive guidance on tax-related issues, which is invaluable, especially for those unfamiliar with tax laws or those with complex financial situations. This access to expertise can help users maximize their deductions and ensure compliance with tax regulations, ultimately leading to potential savings on their tax bills.
The Keeper Tax app is designed with user experience in mind, making it accessible to individuals with varying levels of technical expertise. The mobile application is available for both iOS and Android devices, allowing users to manage their finances on-the-go. Its intuitive design ensures that users can easily navigate through features such as expense tracking, tax filing, and communication with their personal tax assistant. This user-friendly approach is critical for freelancers and small business owners who may not have the time or inclination to learn complex accounting software.
Upon signing up for Keeper Tax, each user is assigned a personal tax assistant who communicates via text and email. This assistant provides regular updates and answers any questions users may have about their taxes. This personalized touch enhances the user experience, making it feel as though users have their own accountant available at all times. This feature is particularly beneficial during the busy tax season when users may have numerous questions and require guidance to ensure they are making the most of their deductions.