Keepertax

What is KeeperTax?

KeeperTax is tax filing software that combines automation, AI, and a network of tax professionals to help you pay less tax. Its AI scans your transactions to spot tax write-offs, and the platform is built for individuals, gig workers, freelancers, and small business owners. Monthly and yearly plans include automatic tax break detection, returns reviewed by experts, and unlimited help from tax professionals.

The company was founded to address what it calls “The Freelance Tax Tragedy” — freelancers overpaying on their taxes — by pairing technology with personal support.

Who created KeeperTax?

KeeperTax was co-founded by Cedric Waldburger, with most of its team based in San Francisco. The company set out to give freelancers a personalized, user-friendly filing experience focused on automatic write-off detection and maximizing refunds.

How it works

• Upload your forms: Drag and drop your tax documents into the platform.
• Automatic deduction finding: The AI scans transactions from over 20,000 banks and credit cards to surface write-offs you might otherwise miss.
• Expense tracking: Categorize expenses, add notes, and upload receipt photos to keep records organized.
• Tax help: An AI tax assistant answers tax questions, with human tax professionals available for additional support.
• Expert review: Every return is reviewed and signed by a tax professional before filing.

Plans

KeeperTax offers monthly and annual plans that include automatic tax break detection, expert reviews, and unlimited access to tax experts. A premium plan covers more complex situations — amending or filing prior year returns, quarterly taxes, K-1s, and rental income — along with enhanced audit protection.

Users report that KeeperTax saves time, helps maximize refunds, and provides clear support throughout the filing process.