Keeper Review, Pricing & Features

Keeper pairs AI bookkeeping with CPAs who sign your return. See features, who it fits and pricing from $199 per year with a 14-day free trial.

Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026

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Category
Accounting
Pricing
Subscription, from $199/year
Verified
Not yet
Last updated
October 26, 2026
Headquarters
San Francisco, CA
BookkeepingiOSFree TrialSubscriptionMobile AppAndroidFreelancersAI

What is Keeper?

Keeper is a tax and bookkeeping platform from Keeper Tax, Inc. The company describes it as a modern tax platform where AI meets human accountants, and it lists itself as an IRS authorized e-File provider. It is built around people whose returns go beyond a single W-2.

The product targets freelancers, contractors, solo business owners, S-Corps and partnerships. Its site also names homeowners, dependents, rental property, investments and K-1s as situations it supports, and it works as a web dashboard and as an iOS and Android app.

How does Keeper work?

Users link bank and card accounts, and Keeper scans those transactions to find and categorize tax-deductible expenses. The dashboard shows business deductions and business income, and it asks users to review uncertain transactions, such as whether a coffee purchase was a client meeting.

At filing time, users drop off tax forms such as a prior-year return, a 1099-NEC, a W-2 or a K-1, or enter details manually. The deductions found during the year are added to the return, a tax pro reviews and signs it, and Keeper e-files it with the IRS and state.

Key features of Keeper

On the bookkeeping side, Keeper offers automatic expense tracking, AI deduction categorization, receipt scanning and recurring rules that apply a merchant treatment to future expenses. It can also split mixed orders from retailers like Amazon into business and personal items, and it tracks income alongside expenses.

On the tax side, it supports federal and state filing, quarterly estimated payments, amended returns, late returns up to 5 years back and one-on-one consultations. A prior-return analyzer uses AI to look for missed savings. Business filing for Form 1120-S and Form 1065 is available on the top plan.

Key Features

Pros & Cons

Pros

  • Every return is reviewed and signed by a CPA or IRS enrolled agent, so it is not AI-only filing.
  • Flat yearly pricing from $199 includes federal and up to 2 state returns.
  • AI categorizes deductions from linked accounts and adds them to the return automatically.
  • Higher plans cover complex cases: rentals, K-1s, multi-state, S-Corps and partnerships.
  • A 14-day free trial is offered on every plan.
  • Available on desktop, iOS and Android, with year-round support.

Cons

  • Filing with the IRS and state requires a paid annual plan; the free trial does not cover submission.
  • Quarterly taxes, tax pro consultations, amendments and late returns need Premium at $399 per year.
  • Mileage tracking and LLC formation are listed as coming soon, not yet available.
  • Feature lists differ between pages; audit protection appears under Standard on the homepage but from Premium on the pricing page.

Pricing

Frequently Asked Questions

What is Keeper?

Keeper is a tax and bookkeeping platform from Keeper Tax, Inc. It uses AI to track expenses and find deductions, and CPAs and IRS enrolled agents review and sign returns. It is aimed at freelancers, contractors, S-Corps and partnerships.

How much does Keeper cost?

Keeper's yearly plans are Standard at $199, Premium at $399 and Business at $1,199. A Bookkeeping Only plan costs $20 per month and does not include tax filing.

Does Keeper have a free trial?

Yes. Every plan includes a 14-day free trial, during which you can track deductions, get tax help and begin filing. To submit your taxes to the IRS and state, you need to pay for the annual subscription.

Who is Keeper best for?

Keeper is best for freelancers, contractors, solo business owners, S-Corps and partnerships. It also covers W-2 employees with side income, rental properties, investments and K-1s on the higher plans.

Does Keeper have a mobile app?

Yes. Keeper states it is available on the iOS App Store and Google Play, and the pricing page says it works on desktop and mobile.

Why does Keeper ask to link a bank account?

Keeper scans and categorizes transactions from linked accounts to find tax-deductible business expenses. Those deductions are added to the return automatically when you file.

Can Keeper handle complex tax situations?

Keeper says it handles almost every individual filing complexity, plus some basic corporate returns such as S-Corps and partnerships. Premium covers rentals, K-1s, investors and multi-state filing, and Business adds S-Corp and partnership filing.

Does Keeper offer audit protection?

Yes. Keeper lists audit protection as support if the IRS comes knocking, and Premium adds audit resolution support. The homepage lists audit protection under Standard, while the pricing page lists it starting at Premium, so confirm before subscribing.

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