Keeper

What is Keeper?

Keeper is a tax and bookkeeping platform that automates expense tracking by connecting directly to users' bank accounts, helping independent contractors, freelancers, and small business owners uncover tax deductions and file taxes efficiently. It offers advanced tools for managing bookkeeping workflows, including bulk transaction categorization, 1099 preparation, and a branded client portal for seamless communication. Keeper integrates AI-powered assistance and provides continuous updates based on user feedback, enhancing productivity and client satisfaction.

Key Features

• Automated Expense Tracking

  Connects to bank accounts to automatically track and categorize business expenses in real-time, simplifying tax deduction discovery.

• Bulk Transaction Management

  Enables mass categorization and batch reclassification of transactions, saving time on bookkeeping tasks that are cumbersome in other platforms.

• White-Labeled Client Portal

  Provides a professional, branded portal for clients to access financial information and respond to transaction-specific questions.

• 1099 Preparation and Contractor Management

  Streamlines the process of compiling contractor lists, requesting missing W9s, and preparing 1099 forms within the platform.

• AI-Powered Tax Assistance

  Offers 24/7 AI chatbot support and access to tax professionals for answering complex tax questions and maximizing deductions.

• Customizable Task and Communication Views

  Flexible interface with KanBan, list, and customizable views to tailor workflows and client communications to user preferences.

Use Cases

• Independent Contractors and Freelancers : Track expenses automatically, identify deductions, and file taxes with guidance from AI and tax experts.
• Bookkeepers and Accountants : Manage multiple clients efficiently with bulk transaction editing, client portals, and streamlined 1099 processing.
• Small Business Owners : Simplify bookkeeping workflows and maintain clear communication with clients through branded portals and task management.
• Tax Filing and Compliance : Prepare and file annual federal and state tax returns accurately, with support for amended returns and quarterly tax estimation.

FAQs