
Keepertax Overview
Keepertax is an intuitive tax filing software designed to simplify the process of filing complex taxes for individuals and small businesses. Utilizing advanced AI technology and the expertise of tax professionals, Keepertax helps users maximize deductions, keep their finances organized year-round, and file their taxes while providing peace of mind. This tool is particularly beneficial for W-2 employees, 1099 contractors, self-employed individuals, parents, students, homeowners, and anyone managing investments or rental properties.
Keepertax Key Features
- Drag & Drop Document Upload
- Users can effortlessly upload receipts and documents. The platform notifies you if any documents are missing, making the filing process smooth and worry-free.
- AI-Powered Deduction Finder
- Connect your financial accounts using Plaid for secure tracking. The AI analyzes your expenses to identify potential deductions automatically, supporting over 20,000 financial institutions.
- Instant Tax Assistance
- Keepertax features an AI tax assistant that provides quick answers to your tax questions, utilizing a vast database of tax law and backed by human tax experts for more complex inquiries.
- Comprehensive Reviews by Tax Professionals
- Every submitted tax return undergoes a thorough review by a certified tax professional, alongside over 300 automated checks to ensure accuracy and compliance.
- Organized Financial Management
- Users can track expenses through a mobile app or web dashboard, categorize financial activities, and use smart notifications to remain on top of their tax obligations.
- Educational Resources
- The platform provides over 200 tax articles and video guides to enhance users' tax knowledge and ensure they understand their filings.
With a track record of positive reviews, Keepertax is trusted by thousands for its reliability and effectiveness in handling tax-related challenges. Whether you’re a freelancer, business owner, or simply looking to file your taxes confidently, Keepertax is your go-to solution.