Keepertax

What is Keepertax?

KeeperTax is a smart tax filing software designed to help you pay less tax, thanks to AI. It makes filing taxes much simpler by blending easy-to-use software, powerful AI, and a network of tax pros. This creates a whole new way to handle your taxes. You can easily find tax deductions and file your returns with the help of Keeper’s AI. It scans your transactions to spot tax write-offs right away. KeeperTax offers different plans, both monthly and yearly. These plans include things like automatic tax break detection, returns reviewed by experts, and unlimited help from tax professionals. The company wants to tackle the problem of freelancers overpaying taxes, which they call ‘The Freelance Tax Tragedy.’ They’re using technology and personal help to make sure you keep more of the money you earn. The platform is designed to be user-friendly and straightforward, making tax filing a smooth process for individuals, including gig workers and small business owners.

Who created Keepertax?

Cedric Waldburger, one of the company’s co-founders, created Keepertax. The company officially launched on June 17, 2024, with most of its team based in San Francisco. Keepertax was founded to help freelancers avoid overpaying taxes. They’ve revamped tax filing software to offer a personalized, intelligent, and user-friendly experience. The goal is to help users find automatic write-offs and get the biggest tax refunds possible.

Who is Keepertax for?

• Freelance workers
• Self-employed individuals

How to use Keepertax?

Here’s how to use KeeperTax for a smooth tax filing experience:

1. Upload Your Forms: Start by uploading your tax forms to the KeeperTax platform. The interface is really easy to use; you can just drag and drop your documents right into the system.
2. Find Deductions Automatically: KeeperTax’s AI technology scans transactions from over 20,000 banks and credit cards. It instantly finds tax write-offs, helping you uncover deductions you might have otherwise missed.
3. Track Your Expenses: Keep your records organized with built-in expense tracking features. You can categorize expenses, add notes, upload receipt photos, and much more.
4. Get Tax Help: Use the award-winning AI tax assistant to get answers to your trickiest tax questions. If you need more support, human tax professionals are also available to guide you.
5. Expert Review: Every tax return gets a review and signature from a tax professional. This ensures accuracy and gives you peace of mind when you file.
6. Choose Your Plan: Pick a monthly or annual plan that suits you best. Plans come with features like automatic tax break detection, expert reviews, unlimited tax expert help, and top-notch tax resources.
7. Consider the Premium Plan: If you have more complex tax needs, like amending or filing prior year returns, handling quarterly taxes, or dealing with K-1s and rental income, the premium plan offers these features, plus enhanced audit protection.
8. See What Users Say: Many users have shared positive experiences, finding KeeperTax helpful for saving time, maximizing their tax refunds, and providing clear support throughout the filing process.

By following these steps, you can use AI to optimize your taxes and enjoy a much simpler filing experience with KeeperTax.