Keepertax

What is Keepertax?

KeeperTax is an innovative tax filing software designed to help individuals optimize their taxes with the power of AI. It simplifies tax filing by combining seamless software, powerful AI technology, and a network of tax professionals to provide a new kind of tax filing experience. Users can easily uncover tax deductions and file their taxes with the assistance of Keeper's AI technology, which scans transactions to identify tax write-offs instantly. The platform offers various plans, including monthly and annual options, with features such as automatic tax break detection, expert-reviewed returns, and unlimited tax expert help. KeeperTax aims to address the issue of overpaying taxes, known as The Freelance Tax Tragedy, by leveraging technology and personalized assistance to ensure users keep more of their hard-earned money. The platform is user-friendly, intuitive, and offers a streamlined tax filing process for individuals, including gig workers and small business owners.

Who created Keepertax?

Keepertax was created by Cedric Waldburger, who is one of the co-founders of the company. The company was launched on June 17, 2024, with a team primarily based out of San Francisco. Keepertax aims to address the issue of overpaying taxes by freelancers and has redesigned tax filing software to provide a personalized, intelligent, and user-friendly experience that helps users identify automatic write-offs to maximize their tax refunds.

Who is Keepertax for?

• Freelance workers
• Self-employed individuals

How to use Keepertax?

To use KeeperTax, follow these steps for a seamless tax filing experience:

1. Upload Forms: Begin by uploading your tax forms to the KeeperTax platform. The user-friendly interface simplifies tax filing by allowing you to easily drag and drop your documents into the system.

2. Automatic Deduction Identification: KeeperTax's AI technology scans transactions from over 20,000 banks and credit cards to instantly identify tax write-offs. This feature helps you uncover deductions that you may have missed.

3. Expense Tracking: Benefit from built-in expense tracking features such as categorization, note-taking, receipt photo uploads, and more to keep your records organized.

4. Tax Assistance: Use the award-winning AI tax assistant to get answers to your toughest tax questions. Human tax professionals are also available to provide guidance and support as needed.

5. Expert Review: Every tax return is reviewed and signed by a tax professional, ensuring accuracy and giving you confidence in filing your taxes.

6. Pricing Options: Choose from monthly or annual plans based on your preferences. Plans include features like automatic tax break detection, expert reviews, unlimited tax expert help, best-in-class tax resources, and more.

7. Premium Plan: Consider the premium plan for additional features like amending or filing prior year returns, filing quarterly taxes, covering complex scenarios like K-1s and rental income, and enhanced audit protection.

8. Customer Reviews: Benefit from the positive experiences shared by users who found KeeperTax helpful in saving time, maximizing tax returns, and providing clarity and support throughout the tax filing process.

By following these steps, you can optimize your taxes with the power of AI and enjoy a simplified tax filing experience with KeeperTax.