Keeper review
A deduction-focused tax app with filing, AI help, and professional support across paid tiers.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Keeper is tax software for W-2 employees, freelancers, independent contractors, sole proprietors, LLC owners, and some S-Corp or partnership filers. It connects bank accounts and credit cards, imports expenses from statements or spreadsheets, categorizes recurring merchants, stores receipts, identifies potential business deductions, and supports federal and state tax filing. Web, iOS, and Android access make it suitable for individuals and small businesses managing tax records across devices.
Pricing is structured around deduction tracking, filing, and professional support. The deductions-only plan includes expense discovery and tracking, a tax deduction summary export, and 24/7 AI Tax Assistant access. Standard costs $199 per year and adds federal and state e-filing, business deduction claims, up to 10 linked financial accounts, receipt uploads, and audit protection. Premium costs $399 per year and adds a dedicated accountant, quarterly tax support, one amendment, and audit resolution support. Business costs $1,199 per year and adds S-Corp and partnership filing, quarterly Form 941 support, and year-end book review and close. A free version and a 14-day free trial are also available.
Keeper’s clearest strength is its deduction workflow: automatic expense discovery, linked financial accounts, receipt scanning and storage, uploads from bank statements or spreadsheets, and recurring merchant categorization rules all support the process before filing. AI tax assistance and tax-professional return review extend that coverage, while Plaid provides the listed financial-account connection. The trade-off is tier separation. The free version is limited and does not include full exports or filing, while complex business filings require the Business plan. Freelancers who mainly want help finding deductions should find the focused options appealing; users seeking S-Corp or partnership services should choose Business, and those who need only basic filing may prefer a simpler alternative.
Keeper pros and cons
- Where it wins
- Automatically discovers and tracks potential business deductions
- Links financial accounts and scans or stores receipts
- Adds filing, AI assistance, and professional review options
- Where it doesn't
- The free version does not include full exports or filing
- Full filing starts with the $199-per-year Standard plan
- Business tax services are reserved for the $1,199-per-year plan
Keeper fact sheet, pricing and score →
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