Keeper
AI tax assistant for freelancers and gig workers that finds write-offs year-round and files your return.
About
Keeper is a tax app for freelancers, gig workers, and the self-employed that works year-round rather than just in April. It connects to your bank accounts and credit cards through Plaid, then uses AI categorization to surface deductible expenses as they happen, texting you occasional yes-or-no questions to confirm work expenses and learning your patterns over time. At tax time it applies every write-off onto your federal and state return in one place, and the company says each return is reviewed and signed by a human tax professional before you authorize filing. Its site claims 250,000 users helped, $60 million saved in taxes, and 20,000+ reviews averaging 4.8, all vendor-stated figures worth taking as marketing.
The company was founded by Paul Koulick and raised a $13 million Series A to expand into a full tax platform for non-traditional workers. Pricing is public: a $20-per-month deductions-only plan, Standard at $199 per year, Premium at $399 per year, and Business at $1,199 per year, with a 14-day trial that auto-converts. The human review layer is a genuine differentiator versus pure DIY software, though the AI tax assistant's claim of beating human accountants is marketing and should not be taken literally. As always, you remain legally responsible for your return.
What it can do
- AI write-off detection scanning transactions including past 18 months
- Yes/no text prompts to confirm deductible expenses, learning your patterns
- Federal + state filing in one place with write-offs pre-applied
- Every return reviewed and signed by a human tax professional
- AI tax assistant for instant tax questions
- Quarterly estimated payment tracking for self-employed users
- Receipt photos, categories, and notes for year-round organization
Setup
- Sign up at keepertax.com and start the 14-day free trial.
- Connect your bank accounts and credit cards via Plaid.
- Answer Keeper's yes/no text questions so the AI learns your deductible patterns.
- Upload tax forms (1099s, W-2s) and let the AI apply write-offs to your return.
- A tax professional reviews your return; authorize filing once you approve it.
Prerequisites
Bank or card accounts to connect; supported individual, sole-proprietor, or S-corp scenarios (per plan).
Use cases
Works with
Trust score — 8/10
Scored 8/10 (metrics tier, metrics-v1). Evidence: $13M Series A (FFNews) founded by Paul Koulick; transparent public pricing ($199-$1,199/yr tiers) on keepertax.com; detailed independent review (therundown.ai) confirming plans and human-review claims. Strengths: public pricing, human tax-pro review layer, clear freelancer niche. Docked for: (1) user-count and savings figures are vendor-stated marketing; (2) trial auto-converts and filing requires a paid plan. License: proprietary.
How the trust score is built
Full methodology →- Adoption · stars/downloads, log-scaled vs peers
- 7.0/10
- Maintenance · recency, releases, issue load
- 8.0/10
- Openness · license + docs
- 8.0/10
- Manual review · sanity read + red-flag check
- 7.0/10
- · $13M Series A founded by Paul Koulick (FFNews); AI tax app for freelancers and gig workers
- · Public pricing: Only Deductions $20/mo, Standard $199/yr, Premium $399/yr, Business $1,199/yr; 14-day trial
- · Every return reviewed and signed by a human tax professional (vendor claim, corroborated by therundown.ai review)
- · Vendor claims 250k users, $60M saved, 20k+ reviews at 4.8 - marketing figures
- · Trial auto-converts; filing requires a paid plan
Sources
Every fact above was checked against these sources. Where a claim comes from the provider and couldn't be independently verified, the text says so.