Provides an AI-powered tax preparation platform that automates deduction discovery and expense tracking by securely linking to over 20,000 financial institutions. It simplifies tax filing for individuals and small businesses by combining automated checks, human tax professional reviews, and real-time AI assistance to ensure accurate, maximized returns and compliance.
Funding
$15.8M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
JA+2Founders
Product
Problem
Tax preparation can be complex and time-consuming, especially for individuals and small businesses with varied income streams and potential deductions. Identifying all eligible deductions and staying compliant with ever-changing tax laws requires significant effort and expertise.
Solution
Keeper offers an AI-powered tax preparation platform designed to automate deduction discovery and simplify the filing process. By securely connecting to over 20,000 financial institutions, the platform automatically tracks expenses and identifies potential tax breaks. Keeper combines AI-driven analysis with reviews from human tax professionals to ensure accuracy, maximize returns, and maintain compliance. The platform supports federal and state e-filing, audit protection, and offers various plans to accommodate different levels of tax complexity, including support for self-employment income, investment income, and rental properties.
Target Audience
Keeper primarily targets individuals, freelancers, and small business owners who seek a simplified, accurate, and efficient tax filing experience, particularly those with complex tax situations or 1099 contracting income.
Features
- Securely connects to over 20,000 financial institutions via Plaid for automated expense tracking
- AI-powered deduction discovery identifies over 300 credits and deductions
- Real-time AI tax assistant provides instant answers to tax questions
- Every return is reviewed and signed by a tax professional
- Offers a mobile app and web dashboard for year-round expense tracking and organization
- Provides quarterly payment support and automatic deduction tracking for business expenses
- Supports various tax situations, including W-2 employees, 1099 contractors, self-employed individuals, parents, students, homeowners, investors, expats, and retirees