Keeper
Keeper (Keeper Tax, Inc.) is a tax filing service for individuals, freelancers, sole proprietors and small business owners, including S-corp and partnership filers. It links to users' financial accounts to track deductible expenses, uses AI to prepare returns and answer tax questions, and has a tax professional review and sign each return it files.
What the AI does
- Tracks linked-account spending and auto-categorizes likely business write-offs
- Reviews an uploaded prior-year return to point out missed tax savings
- AI preparation of federal and state returns with automated checks before professional review
- AI tax assistant chat for tax questions
Summarized from keepertax.com.
Facts, checked against the source
- Category
- Tax preparation, BookkeepingSource: keepertax.com (opens in a new tab)
- Built for
- Small businessSource: keepertax.com (opens in a new tab)
- Ledger integrations
- None documented among QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft Dynamics
- Pricing
- From $20/month (bookkeeping only)Bookkeeping Only is $20 a month without tax filing; plans with filing are Standard at $199, Premium at $399 and Business at $1,199 a year (pricing page checked 2026-10-15).Source: keepertax.com (opens in a new tab)
- Free plan
- NoThe vendor's pricing shows no free plan.Source: keepertax.com (opens in a new tab)
- SOC 2
- UnconfirmedWe could not find an official statement either way.
- Trains on customer data
- UnconfirmedNeither the privacy policy (last modified 2024-02-13) nor the terms (last modified 2026-07-29) address AI model training. The terms let Keeper Tax use Usage Data to develop and improve the service and share it in de-identified or aggregated form.
- Human review
- Human reviewKeeper says every return on its filing plans is reviewed and signed by a tax professional, and its terms describe those preparers as third parties responsible for reviewing the tax information.Source: keepertax.com (opens in a new tab)
- Company
- Privately held. Based in San Francisco, CASource: keepertax.com (opens in a new tab)
- Funding
- Last round: Series A, $13M, April 29, 2021Investors named: e.ventures, Matrix Partners, Foundation Capital, Jack Altman, Jeff Seibert, Ilya VolodarskySource: prnewswire.com (opens in a new tab)
- Checked against the linked official source on the date shown.
- Unconfirmed: we could not find an official statement.
Keeper pricing: plans, fees and trial terms
Keeper Tax is a filing service for individuals and the self-employed, not a tool for accounting firms. Not related to Double (formerly keeper.app).
Funding rounds
| Announced | Round | Amount | Led by | Source |
|---|---|---|---|---|
| April 29, 2021 | Series A | $13M | Not named | prnewswire.com |
Sources
Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.
- www.keepertax.com
- www.keepertax.com/pricing
- www.keepertax.com/privacy
- www.keepertax.com/terms
- www.keepertax.com/media-kit
- www.prnewswire.com/news-releases/keeper-tax-raises-13m-series-a-to-build-complete-tax-platform-for-gig-workers-and-the-creator-economy-301280206.html
No changes logged since this listing was published. Changes and corrections are recorded in the changelog.
Keeper questions
- Does Keeper train AI on customer data?
- We could not find a published Keeper policy that says whether customer data is used to train AI models. Neither the privacy policy (last modified 2024-02-13) nor the terms (last modified 2026-07-29) address AI model training. The terms let Keeper Tax use Usage Data to develop and improve the service and share it in de-identified or aggregated form.
- Does Keeper have SOC 2?
- We could not find an official Keeper statement about a SOC 2 report.
- Which accounting systems does Keeper integrate with?
- Keeper does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.
- How much does Keeper cost?
- Keeper lists pricing starting at $20/month (bookkeeping only) on its site, as of October 14, 2026.
- What are alternatives to Keeper?
- Other tax preparation tools in this directory include Black Ore, Filed, Juno, SurePrep and Aiwyn.