Keeper
Keeper brings bookkeeping and tax filing together for contractors, sole proprietors, people with complex individual tax situations, S-Corps, and partnerships.
What Keeper is
Keeper brings bookkeeping and tax filing together for contractors, sole proprietors, people with complex individual tax situations, S-Corps, and partnerships. It scans connected financial transactions for possible deductions, which users can review, supplement with receipt photos, and organize using rules. The service offers federal and state filing, and says each filed return is reviewed and signed by a tax professional. A 24/7 AI tax assistant is available, with personalized human support and one-on-one tax pro consultations included in Premium. Plans include Standard at $199 a year, with 10 financial accounts; Premium at $399 a year; Business at $1,199 a year; and Bookkeeping Only at $20 a month. The latter tracks expenses but does not include tax filing. Standard covers federal and up to two state returns, while Premium and Business cover three or more states. A free plan and 14-day trial are listed, though trial users cannot export deductions or submit a return for IRS filing. Keeper connects accounts through Plaid and says it does not access bank login information. Apps are available for Android, iOS, and web.
Good
- Scans transactions for potential deductions.
- Users can add receipt photos and set rules.
- Every filed return is reviewed and signed by a tax pro.
- Available on Android, iOS, and web.
Watch out
- Bookkeeping Only does not include tax filing.
- Trial excludes deduction exports and IRS return submission.
- Standard covers up to two state returns.
Who it suits
Keeper suits individuals and businesses listed by the service, from contractors and sole proprietors to S-Corps and partnerships. It may fit people who want expense tracking alongside filing, with tax professional review and support options.
Verdict
Keeper combines deduction tracking, bookkeeping, and tax filing, with tax professional review on filed returns. Check the state coverage and plan limits, especially if you need bookkeeping without filing or a trial that permits IRS submission.
Plans and prices
From Keeper's own pricing page, checked 22 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Only deductions | — | Expense discovery and tracking · Tax deduction summary export · 24/7 AI Tax Assistant |
| Bookkeeping Only | $20 a month | Expense tracking · AI deduction discovery and categorization · Tax filing not included · $20/mo · Billed monthly · Cancel anytime |
| Standard | $199 a year | Federal + up to 2 state returns · Tax pro review and signature · Business deductions · $199/yr |
| Premium | $399 a year | Everything in Standard · Multi-state returns (3+) · Quarterly taxes · Tax pro consultations · Amendments · Late returns up to 5 years · $399/yr |
| Business | $1,199 a year | Everything in Premium · S-Corp and partnership filing · Year-end book review and close · $1,199/yr |
The facts
Each one read from Keeper's own pages, with the date it was checked.
What it does
- AI support
- Keeper offers a 24/7 AI tax assistant and says its human tax support team is available for personalized help.checked 29 Sep 2026
- Bank connection
- Keeper partners with Plaid to link financial accounts; its help page says Keeper does not have access to users’ bank login information.checked 29 Sep 2026
- Bookkeeping limit
- The Bookkeeping Only plan tracks expenses but does not include tax filing.checked 29 Sep 2026
- Expense tracking
- Keeper scans financial account transactions for potential deductions and lets users review them, add receipt photos, and set rules.checked 29 Sep 2026
- Product
- Keeper combines bookkeeping and tax filing, using AI and human accountants to identify tax savings and prepare returns.checked 29 Sep 2026
- Security
- Keeper says it uses banking-grade encryption to protect personal information.checked 29 Sep 2026
- Tax filing
- Keeper offers federal and state tax filing, with every return reviewed and signed by a tax professional.checked 29 Sep 2026
- Tax pro support
- Premium includes one-on-one tax pro consultations, and Keeper says each filed return is reviewed and signed by a tax professional.checked 29 Sep 2026
- Who it serves
- Keeper describes its plans for individual contractors, sole proprietors, complex individual tax situations, S-Corps, and partnerships.checked 29 Sep 2026
Money
- Free plan
- Yeschecked 22 Sep 2026
- Plan limit
- Standard includes federal and up to two state returns; Premium and Business cover three or more states.checked 29 Sep 2026
- Trial limit
- The 14-day trial does not include exporting deductions or submitting a return for IRS filing.checked 29 Sep 2026
Where it runs
- Platforms
- Keeper says its app is available through the iOS App Store and Google Play Store; its pricing page also describes use on desktop and mobile.checked 29 Sep 2026
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