Keeper
Keeper is an AI-powered US tax filing platform that combines a fine-tuned GPT-4 assistant and patented deduction-detection algorithm with human CPA/EA review, serving freelancers, 1099 contractors, small businesses, and investors via annual subscriptions and gig-economy platform partnerships.
- Company typePrivate
- Founded2021
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2C
- OfferingSoftware
What Keeper does
Keeper (formerly Keeper Tax) is a US-based, AI-powered tax preparation platform headquartered in San Francisco that serves self-employed individuals, freelancers, 1099 contractors, W-2 employees with side income, small business owners (LLCs, S-Corps, partnerships), rental property investors, investors, and expats. The company combines a fine-tuned GPT-4 AI tax assistant, a patented AI deduction-detection algorithm that links up to 10 bank accounts via Plaid, a Tax Return Analyzer that surfaces missed savings, and 300+ automated quality checks, layered with human review by CPAs and IRS Enrolled Agents who sign every return. Keeper's go-to-market is product-led growth: direct-to-consumer acquisition through its website and mobile apps (iOS and Android), a 14-day free trial, and annual subscriptions priced at $199 (Standard), $399 (Premium), and $1,199 (Business), plus a $399 Late Filing tier for up to five prior tax years.
Keeper monetizes exclusively through these recurring annual subscriptions, with auto-renewal and an IRS-authorized e-File Provider certification supporting both federal and state filings. Beyond its direct consumer channel, Keeper has built distribution partnerships with major gig-economy platforms — Upwork (designated as Upwork's official US Tax Partner), Turo, Wag!, Patreon, and Qwick — embedding its service into workflows for independent professionals. The company reports $1.2B in cumulative tax savings uncovered for users and 20K+ five-star reviews. Total disclosed funding is approximately $15.75 million across pre-seed, seed, and a $13 million Series A in April 2021 (investors include Y Combinator, Matrix, Foundation Capital, Headline, and Chang Corporation), and the team spans 11–50 employees. The legal entity is Keeper Tax Inc., incorporated in Delaware, which rebranded to Keeper in April 2025.
Keeper firmographics
Firmographics- Name
- Keeper
- Legal name
- Keeper Tax Inc.
- Website
- https://keepertax.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Keeper is an AI-powered US tax filing platform that combines a fine-tuned GPT-4 assistant and patented deduction-detection algorithm with human CPA/EA review, serving freelancers, 1099 contractors, small businesses, and investors via annual subscriptions and gig-economy platform partnerships.
- Ownership category
- akta.pro rank
Where Keeper is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Keeper business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Annual Subscription (Standard): Annual subscription model providing tax filing, deduction tracking, and audit protection. Users pay upfront for the tax year with automatic renewal.
- Annual Subscription (Premium): Higher-tier subscription including everything in Standard plus dedicated 1:1 accountant, quarterly tax support, amendment inclusion, and audit resolution support.
- Annual Subscription (Business): Top-tier subscription for S-Corps and partnerships, including quarterly tax support (Form 941), S-Corp tax filing, partnership tax filing, and year-end book review.
- Late Filing Service: Separate service for filing late returns for up to 5 prior tax years, including current year filing at no additional cost.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Standard - $199/yr for W-2 employees and individual contractors |
| Subscription | Annual | Premium - $399/yr for complex tax situations (LLCs, K-1s, rental properties, foreign income) |
| Subscription | Annual | Business - $1,199/yr for S-Corps or partnership taxes |
| Subscription | Annual | Late Filing - $399/yr for filing up to 5 years back |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Keeper product offering
Product offeringCore offering
Keeper is an AI-powered tax preparation platform that files federal and state tax returns for freelancers, 1099 contractors, W-2 employees with side income, and small business owners. The product combines a patented AI deduction-detection engine (linking bank accounts via Plaid), a GPT-4-based tax Q&A assistant, and mandatory CPA/Enrolled Agent human review of every return, sold as annual subscriptions with a 14-day free trial.
Product overview
Keeper is a comprehensive tax preparation platform that combines AI-powered automation with human expert review. The product suite consists of multiple subscription tiers (Standard at $199/yr, Premium at $399/yr, and Business at $1,199/yr) along with a Late Filing option ($399/yr). Key modules include the Tax Deduction Tracker that uses patented AI to automatically find deductions by linking bank accounts, the Tax Return Analyzer for uncovering missed savings in prior returns, and Ask an AI Accountant (GPT-4 powered) for instant tax guidance. All returns are reviewed by human CPAs before filing. The platform serves freelancers, 1099 contractors, W-2 employees, self-employed individuals, LLCs, S-Corps, and handles complexities including rental properties, investments, and expat income.
Differentiator
Problem solved
Functional benefit
Products and services
- Keeper Tax Preparation Platform Keeper's flagship offering is a direct-to-consumer AI-powered tax preparation platform sold via annual subscription. It covers federal and state e-filing for W-2 employees, 1099 contractors, self-employed individuals, S-Corps, partnerships, rental property owners, investors, expats, and late filers. The platform automatically detects deductions from linked bank accounts, runs 300+ quality checks, and includes CPA/EA review of every return.
- Keeper Mobile App
Quantifiable outcome
- $1.2B in tax savings uncovered for users
- +4 more outcomes
Companies that use Keeper
Customer profileNamed customers5 records
Segments6 records
Ideal customer profiles2 records
Keeper technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability5 records
Feature5 records
Keeper partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- UpworkcoreUpwork selected Keeper as its US Tax Partner to assist independent professionals with tax deductions and filing processes. The partnership includes discounted services with in-app support tailored for 1099 income earners.
- TurocoreTuro partnered with Keeper to help its car-sharing hosts streamline income reporting and tax filing. The partnership aims to reduce complexity and stress of taxes for hosts who handle multiple deductible expenses.
- Wag!minorWag! selected Keeper to assist its US-based pet caregivers with tax filings. Keeper provides automated tax software supporting various income types and claims to help users find significant tax deductions.
- PatreoncorePatreon partnered with Keeper to support US-based creators with their taxes, focusing on simplifying expense tracking and reducing tax overpayment. Keeper software automatically uncovers tax breaks.
- QwickminorQwick, a hospitality platform matching freelancers with shifts, partnered with Keeper to support its US-based freelancers' 2022 taxes. Partnership aims to simplify tax filing for freelancers with complex tax situations.
- PlaidcorePlaid provides secure bank account linking technology, allowing Keeper users to connect up to 10 financial accounts for automatic transaction categorization and deduction detection.
- StripecoreStripe processes payment transactions for subscription billing, handling credit card and payment processing services for Keeper's subscription fees.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Keeper competitors and assessment
Company assessmentBroad incumbents
- TurboTax (Intuit): Market-leading US consumer tax preparation software from Intuit. Directly competes with Keeper across W-2, 1099, self-employed, and small business tiers; broader feature set, larger marketing budget, and dominant brand.
- H&R Block: Established US tax preparation company offering DIY software, AI-assisted filing, and in-person CPA/agent services. Directly comparable to Keeper's hybrid AI + human expert model.
- QuickBooks (Intuit): Intuit's small business accounting platform with built-in tax filing features. Competes with Keeper in the S-Corp, partnership, and self-employed segments as part of a broader accounting suite.
Direct peers
- TaxAct: US tax preparation software competing in the same SMB and self-employed segment as Keeper. Offers tiered subscriptions for individual and business filings.
- TaxSlayer: Direct competitor offering consumer and self-employed tax filing software at similar price points to Keeper, including a premium tier with expert support.
- FreeTaxUSA: Low-cost US tax preparation software that competes primarily on price. Targets cost-conscious individual filers and represents the budget alternative to Keeper's subscription model.
Emerging players
- Bonsai: Freelancer-focused business platform offering tax tools alongside contracts, invoicing, and accounting. Targets the same freelancer/1099 segment as Keeper with bundled workflow features.
- Found: Self-employed banking and tax platform combining a business bank account with automated tax savings and filing. Directly comparable to Keeper's freelancer/1099 focus with stronger financial product integration.
- Bench (by Fintech): Bookkeeping and tax platform serving SMBs and self-employed with monthly bookkeeping plus year-end tax filing. Comparable to Keeper's Premium/Business tier with deeper ongoing bookkeeping services.
- Pilot: Accounting, tax, and CFO services for startups, LLCs, and S-Corps. Directly overlaps with Keeper's Business tier ($1,199/yr S-Corp offering) and Premium tier for LLCs.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Keeper social profiles
Digital presenceKeeper compliance and trust
Trust signalCompliance1 record
Keeper financial estimates
Financial estimateRevenue estimate
Valuation estimate
Keeper leadership team
Management profileNumber of profiles
Profiles2 records
Keeper funding detail
Funding detailFunding overview
Funding rounds4 records
Investors8 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Keeper M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Keeper
What does Keeper do?
Keeper is an AI-powered tax preparation platform that files federal and state tax returns for freelancers, 1099 contractors, W-2 employees with side income, and small business owners. The product combines a patented AI deduction-detection engine (linking bank accounts via Plaid), a GPT-4-based tax Q&A assistant, and mandatory CPA/Enrolled Agent human review of every return, sold as annual subscriptions with a 14-day free trial.
Is Keeper a public or private company?
Keeper is a private company. It is classified as venture growth investor backed and is currently operating.
When was Keeper founded?
Keeper was founded in 2021. It employs 11 to 50 people.
Where is Keeper based?
Keeper is headquartered in San Francisco, United States, in the North America region.
How does Keeper make money?
Four revenue lines are on record. Annual Subscription (Standard) is the primary driver. The others are annual Subscription (Premium), annual Subscription (Business) and late Filing Service.
Who are Keeper's main competitors?
Broad incumbents on record are TurboTax (Intuit), H&R Block and QuickBooks (Intuit). Direct peers are TaxAct, TaxSlayer and FreeTaxUSA. Emerging players are Bonsai, Found, Bench (by Fintech) and Pilot.
Does Keeper have an API?
No public API is recorded for Keeper.