Keeper Tax Reviews
Keeper Tax Customer Reviews (13)
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Keeper Tax Features and Benefits
Here are some key features and benefits of keepertax.com:
- Optimize your taxes with the power of AI: Keeper Tax uses artificial intelligence to uncover tax deductions and file taxes.
- Hyper-intuitive user experience: The platform is designed to make tax filing seamless. You can file on your computer or phone.
- Connects with 20,000+ banks and credit cards: The AI scans transactions to instantly identify tax write-offs.
- Built-in expense tracking: Categories, note, receipt photos, and more. Smart notifications keep you on track.
- Ask Keeper your hardest tax questions: There's an award-winning AI tax assistant and human tax pros ready to jump in.
- Expert-reviewed returns: Every return is reviewed and signed by a tax professional, so you can file with confidence.
- Honest, transparent pricing: There are monthly, annual, and premium plans available. The premium plan includes additional services like filing quarterly taxes and enhanced audit protection.
These features make Keeper Tax a smart tax software, especially for people with 1099 contracting and freelance income. It's designed to automatically uncover hidden tax breaks, making it a valuable tool for anyone working in the gig economy.
Keeper Tax Pricing
Keeper Tax offers several pricing plans:
- Monthly Plan: $20 per month for expense tracking, which does not include state or federal tax filing.
- Annual Plan: $192 per year for expense tracking and tax filing, which includes federal and state taxes, expert review before filing, unlimited tax expert help, and best-in-class tax resources.
- Premium Annual Plan: $396 per year, which includes all features of the annual plan plus the ability to amend or file prior year returns, file quarterly taxes, and enhanced audit protection.
Additionally, there is a one-time $89 fee for tax filing if you choose to use Keeper Tax to file your taxes based on the expense records collected throughout the year.
About Keepertax.com Payment Method?
To update the payment method on KeeperTax, users need to log in to the Keeper app and navigate to the Settings tab. From there, select Subscription and then Edit Payment Method to make changes to the payment method on file. It's important to note that write-offs are calculated at the end of the year and are not included in quarterly estimated taxes. For any additional changes or updates to personal information, users can manage their profile settings within the app.
Keeper Tax FAQs
How To Open A Keeper Tax Account?
To open an account on keepertax.com, follow these steps:
- Visit the Keeper Tax website.
- Click on the Sign Up button.
- Enter your email address and create a password.
- Click on Create Account.
- You'll be prompted to connect your financial accounts. This is an important step as it allows Keeper Tax to track your deductions.
- Follow the instructions to link your bank account or credit card to Keeper Tax.
- Complete your tax profile by providing the necessary information.
Remember, setting up your account properly is crucial to maximize all the benefits offered by Keeper Tax. Once your account is set up, you can start tracking your write-offs and saving on taxes. If you encounter any issues, there's a troubleshooting guide available on the website. Enjoy your journey with Keeper Tax!
Keeper Tax Alternatives
Here are the top 10 alternatives to keepertax.com:
- Intuit Quickbooks: An accounting software with financial management tools like payroll management, live bookkeeping, and flexible accounting plans for all business sizes.
- ZipBooks: A free alternative offering similar services.
- Hurdlr: Another free alternative that provides similar tax and finance management tools.
- Quicken: America's #1 personal finance software, making money management easy.
- Freshbooks: Known for its invoicing capabilities, it also offers a range of financial management tools.
- Xero: Provides a comprehensive suite of accounting and bookkeeping tools.
- InvoiceTrackr: Specializes in tracking invoices and payments.
- Bonsai: The best overall alternative according to G2, offering a range of freelance tax software solutions.
- TaxAct Self-Employed: Specifically designed for self-employed individuals, providing relevant tax solutions.
- FOUND: Offers business banking and smart, simple financial tools to help people seamlessly run their own businesses.
These alternatives offer a variety of platforms, including iPhone, Windows, Android, and iPad apps. They are mainly invoicing software but may also be personal finance tools or budget managers. Some of them are free, while others are paid services. Each has its own unique features and advantages, so it's worth exploring each one to find the best fit for your needs.
About Keepertax.com Popular Products and Services?
KeeperTax is recognized for its AI-powered write-off detection which is a standout service, connecting with over 20,000 banks and credit cards to scan transactions and identify potential tax deductions. The platform also offers expense tracking and tax filing services, which include free quarterly tax filing and an option for end-of-year tax filing by KeeperTax professionals. A key feature is the on-demand tax help from experts, providing personalized assistance throughout the year. The service is designed to maximize tax deductions and simplify the tax preparation process for self-employed individuals and 1099 contractors.
How does KeeperTax work?
KeeperTax is a tax filing software designed to assist independent contractors, freelancers, and small business owners. It operates by connecting to the user's bank account to automatically identify potential tax write-offs and categorize business expenses. This process is facilitated through the use of AI technology to scan transactions and detect deductible expenses. Additionally, users have access to a tax assistant for daily review of identified write-offs, which can be communicated via in-app messaging or texts. The platform also offers the option for users to manually review and categorize their write-offs. Notifications about potential deductions can be received through phone notifications by enabling push notifications for the Keeper app. The service aims to simplify the tax filing process and maximize potential tax savings for its users.
What are the fees for using KeeperTax?
The fees for using KeeperTax involve a monthly subscription of $20 for expense-tracking features and automatic deduction tools. For those who opt to file their state or federal taxes through KeeperTax, an annual plan is required, which costs $192/year. This annual plan can save users $48 compared to the monthly subscription over the course of a year. Additionally, it's noted that there are no extra fees beyond the subscription cost.