Keeper

Bookkeeping app with pro-reviewed filing for freelancers and S corps

Overview

Keeper Tax, Inc., based in San Francisco, sells an app that tracks expenses and deductions throughout the year and then files the owner’s return, with each return reviewed and signed by a tax professional[3]. It targets freelancers and contractors, solo business owners, and S corporations and partnerships[3].

Bookkeeping features common to all plans include automatic expense tracking, AI categorisation of deductions, unlimited bank and card connections, income tracking and mileage tracking[3]. The Standard plan, at US$199 a year, adds a federal return and up to two state returns. Premium, at US$399 a year, adds audit protection, three or more state returns, rentals, K-1s and investments, quarterly tax payments, meetings with a tax professional, amendments and late filing up to five years back. Business, at US$1,199 a year, adds a year-end book review and close plus S corporation (Form 1120-S) and partnership (Form 1065) filing[3]. A Bookkeeping Only plan is US$20 a month, and every plan has a 14-day free trial[3].

Keeper’s model combines bookkeeping and filing in a subscription, which is good value for a sole proprietor who would otherwise buy both. It does not prepare C corporation returns, and owners with employees still need payroll software.

Keeper features

  • Admin console and delegated administration
  • Shared team folders
  • SCIM, AD/LDAP and SAML SSO provisioning (Enterprise)
  • Role-based access control
  • Developer APIs
  • Free Family plan for each Business user
  • KeeperMSP for service providers
  • Automatic expense and deduction tracking

Keeper pricing

Business Starter (5 to 10 users), Business and Enterprise: per user per month, billed annually; amounts not displayed in the static page. Enterprise is usually quoted. Free trials available. KeeperMSP: through sales.

Keeper strengths and limitations

Strengths

  • Clear tier progression from small teams to enterprise
  • Free Family plan for employees on Business
  • Privileged access product from the same vendor
  • Professional signs every return
  • Bookkeeping and filing in one subscription
  • Covers S corp and partnership returns on Business

Limitations

  • Prices not visible in the static page
  • Starter tier capped at ten users
  • Advanced provisioning reserved for Enterprise
  • No C corporation returns
  • Business plan cost exceeds DIY software
  • Not a payroll or 1099-issuing tool

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