AI review of prior returns
Upload a prior-year tax return and have AI surface potentially missed tax savings opportunities.
Keeper
ClaimKeeper is a web-based tax filing platform for freelancers, contractors, small businesses and complex returns. AI tax analysis, licensed pro review, federal and state e-filing.
Overview
Keeper is a tax filing platform for people with more complex tax situations, including freelancers, contractors, small business owners, rental property owners, and taxpayers with S-Corp, K-1, foreign income, or other non-simple returns. Its homepage describes it as a modern tax platform where AI meets human accountants, built to help users file confidently and uncover tax savings.
The product combines AI-assisted tax analysis with review and signing by licensed tax professionals. The site says users can upload last year’s return, get instant advice from an AI tax assistant, track deductions, and access dedicated expert help when needed. Keeper also offers tiered plans for standard individual filing, more complex returns, and business filings such as S-Corp and partnership taxes.
Core features
Deduction tracking and return prep
Track and claim business deductions automatically while Keeper prepares the return with extensive checks.
AI guidance plus 1:1 expert help
Get instant answers from the AI tax assistant and then book time with a dedicated tax professional when a situation needs more context.
Human review on every return
Every return is reviewed and signed by a tax professional, adding human oversight to the filing process.
Federal and state e-filing
File federal and state returns through Keeper’s e-file workflow; the homepage identifies it as an IRS authorized e-File Provider.
Receipt and account intake
Upload receipts, link up to 10 financial accounts, and keep tax records organized inside the product.
Common use cases
Mixed-income tax filing
File a return that includes freelance income, W-2 wages, and business deductions while keeping the process organized in one place.
Complex individual returns
Handle rental property, K-1, foreign income, or other extra-complex tax details with a plan that includes more expert support.
Business entity filing
Set up S-Corp or partnership filing with quarterly tax support, year-end book review, and business tax forms.
Prior-return tax analysis
Review a prior-year return to identify missed deductions or tax savings opportunities before filing again.
Guided tax help
Use AI for quick tax questions and then escalate to a dedicated tax professional when a question needs personalized guidance.
Pros and Cons
Pros
- Combines AI analysis with review by licensed tax professionals.
- Supports a wide range of tax situations beyond basic W-2 filing, including rentals, K-1s, foreign income, and business entities.
- Offers both automated guidance and the option to talk with a tax expert.
- Includes e-filing, receipt upload, account linking, and deduction tracking in one workflow.
- Shows clear plan separation for individual, complex, and business tax needs.
Cons
- The most complex filings require higher-priced plans, with Business priced separately from Standard and Premium.
- Some tax situations still need expert help, so the product is not fully self-serve for every user.
- The site’s public content gives limited detail on integrations and connected financial platforms beyond linking up to 10 accounts.
FAQ
Who is Keeper best suited for?
Keeper is designed for people with tax situations that go beyond a simple W-2 return, including contractors, LLC owners, rental property owners, people with K-1s, and those with foreign income or estate taxes. The pricing shown on the site separates Standard, Premium, and Business plans for different levels of complexity.
How does Keeper’s workflow work?
Yes. The site says Keeper combines AI with human tax professionals, and its workflow includes uploading last year’s return, tracking and claiming business deductions, getting AI tax advice, and booking time with a tax expert when needed.
Does Keeper include human review and audit support?
The homepage says every return is reviewed and signed by a tax pro, and that Keeper offers a 100% accuracy guarantee. It also lists audit protection for the Standard plan and audit resolution support for the Premium plan.
How much does Keeper cost?
Keeper’s site shows separate plan tiers: Standard at $199/year, Premium at $399/year, and Business at $1,199/year. It also offers a free trial for each plan and says you can get started free for 14 days.
Does Keeper support S-Corp or partnership filing?
Yes. The Business plan is described as for S-Corps or partnership taxes, and the site says it includes S-Corp tax filing, partnership tax filing, quarterly tax support for Form 941, and year-end book review and close.
Quick Facts
- Category
- Tax filing software
- Primary users
- Freelancers, contractors, small businesses, and people with complex returns
- Platform
- Web-based
- Source domain
- keepertax.com
- Plans shown
- Standard, Premium, and Business
- Pricing model
- Paid plans with a 14-day free trial
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