Keeper: Tax Filing & Expenses Reviews

by 1719tasha

I was have with the site and excited until it was time to file every thing was maid easy . I submitted my taxis and was read to go but that’s when the problem started they had me on hold for a week giving me the runaround thenFinally I was ableTo submit my taxes and boom locked me out of the system saying that I had to pay $160 for a yearly annual fee something that I did not suspect at all I have been paying $15 for over a year for the service with a promise to have my tax taxes file for free When in all actuality it is a scam because they want you to renew and pay an annual fee on top of the $15 a month fee for $160 to be able to get back into father taxes at the beginning of the year scam

by Twitter.com/jadejenius

And an ad and they did a really good job on selling me on Keeper . When you start Keeper it immediately makes you put in your banking information before you do anything. So I did then after you enter your banking information and ask you to subscribe yearly or monthly. At this point when I wanted to no longer use Keeper I could not find where to remove my banking information. I deleted Keeper then I received an email from someone saying they were my personal tax keep her from Keeper . I told them I didn’t want to use Keeper into remove my information. She told me that she couldn’t see my information linked. Then the next day I received another text message saying that they found some thing that I could write off in my taxes. I read downloaded Keeper and then went to my profile and saw that my account was still linked. There is no way to unlink your account this is robbery. I don’t like them having my personal information or account information on there and it does not give you the option to remove information. This is criminal

by Blovecasper

i downloaded Keeper thinking i could get a head start on my taxes only to be swindled by this poorly run service. their automated response bot is rude and highly unprofessional. i was coerced into paying their exorbitant fee and literally got nothing done. they wouldn’t give me the amount for my tax refund over and over again unless i paid, once i paid their $168 fee i STILL wasn’t given my tax info and was told my return was being processed without giving me ANY of my vital information. i cannot understand how they run their business like that. i provided their bot with screenshots and asked questions each step of the way and was mislead and basically hoodwinked by this service. i’ve never had a worse tax experience. genuinely the worst tax app to ever exist and there’s ZERO customer service support with a real person. their bot is not a real person. maybe i got a response once a day. “caitlin” is not real. do not use Keeper unless you want to pay nearly 200 dollars for nothing.

by Laci_nicole_

I was trying out this app Tax since I do freelance work from time-to-time. 2) They send you texts literally everyday, sometimes multiple times a day which is annoying. 2) I didn’t realize it was a subscription service and earlier this month I was charged. Not a big deal, I reached out to customer service and Keeper just redirected me to the text thread that was between “Caitlin” and I about potential refunds. I asked “Caitlin” to cancel my subscription and a refund since I hadn’t used Keeper once since I signed up. She responded saying my subscription was canceled and also asked for my paypal for the refund. This was back on December 2nd, on December 12th still no refund has been received, I texted again asking about it with no response, and again today on Christmas...so I highly doubt I’ll get a response at all. There is no other way to contact these people.

by Vgfc Gujn

I paid $100 for the yearly files my taxes about two weeks ago. I asked the AI bot about an estimated date of when I might receive my refund and had to wait 3 days during the weekday to get a response from a real representative. The AI bot is terrible in actually helping with anything useful. Representative gave me a link to the IRS site and when I put my information in,

“We cannot provide any information about your refund. You must wait at least 24 hours after you get the acknowledgement e-mail that your tax return was received by the IRS”

After I submitted my taxes with KeeperTax I never received a confirmation email from the IRS. Like I said it’s been about 2 weeks.

Also when I tried putting my NY ID to verify my identity faster while I filed my taxes it wouldn’t let me. I have a standard NY drivers license. My id doesn't have a "IDUSA" document # and when I put the first 3 document # that's on my id it came up as invalid. Idk if this has something to do with it but communication is terrible and there’s no way to contact a representative besides talking to the bot and waiting for the bot to get a representative to reply to you.

by ZombiesSuckBalls

It’s pretty shady to spring a subscription on users without previous notice. Used it for a few days and Keeper options are great. However, when I added a third card to my account (a Capital One), a message came up suddenly forcing me to choose a monthly or yearly subscription plan. There had been no previous message as to this at all. I couldn’t even delete my card info from Keeper because the subscription message option forces me to choose a subscription plan before proceeding. I will be contacting BBB as well.

Update:

The forcible subscription option is gone and I am able to continue using the free option. However, there is no option on Keeper to remove my credit cards should I desire to do so.

by Le Veno

When it comes down to tax filing, this service doesn’t match up. This is the second year where I was told to export my information & take it to a tax professional due to the limitations of Keeper or service. I even ask could I submit the forms securely due to the many tax forms I get as an independent contractor; short answer, no.

To be able to use this service, you need to be a simple independent contractor or worker. Plus, you have to input all of your work yourself. So basically, you are filing your own taxes. You would hope that you could submit all your files and they would take care of it and reach out whenever it’s time to review or submit any other documents. You would think that having CPA’s on hand would give the advantage.

Remember, if you looking for bookkeeping, Keeper seems to do the job, however, taxes is a different story.

by Tetris Money Maker

Seems to pick up all cost. The one thing I dislike is the text/notifications in the middle of the night. The next updates needs to have a set time for text/notifications. I work odd hours and sometimes I’m up at 2am and sometimes I’m not. When I’m sleeping unless I have my phone on do not disturb the text/notifications alerts me at 2am. Don’t give me this stuff about going inside my settings because I already have and changed it. Still sends either text or notifications at odd hours. If I could set it to the time I want them then it will be great. Everyone who owns a business has odd hours and I’m sure it can be changed to the friendly hours so it will not wake me up in the middle of the nights when I am sleeping at that time.

by Elijahloveraven

I signed up for Keeper because for the last five years I have had no luck keeping track of my spending because it's too much work to understand what qualifies as a right off. I wanted to try the service and was immediately impressed. Linking my bank accounts was easy, and now every time I spend money Caitlyn (who I thought was a robot, she's so on top of it and nice) sends me a text about what percentage of savings I'm getting from my expenses. And she answers ALL of my questions. Pretty unbeatable to have a tax adviser who's a real person in your pocket at all times. This is a huge relief because filing is always so difficult for 1099 work. Two things I wish: 1: that I could link my Toyota community bank CC, and my American Express CC for the spending I do on there. 2: that the company could submit quarterly payments to the IRS on my behalf. That's the biggest hurdle for me. I can't figure out how to give the IRS money throughout the year.

by Lisa Baechle

I haven’t been using Keeper for too long but so far I like it.
It’s easy to use and it captures all your expenses for you then all you need to do is confirm and they are added or they are not. I like that I have a tax pro that I can ask questions when ever I have a question and she responds quickly and her answers and clear and easy to understand. We will see when tax time comes around, but so far, Keeper is doing everything it promised to do.

by KayCason1991

I am from England and therefore I am clueless about taxes, how to file, tax codes and write offs! Keeper literally has saved my life! It literally does everything for you and keeps you updated with everything with a mix of automation and a real human being. So if you have a specific question, a human will get back to you!
There’s also self help articles. But the best part was filing my taxes! I literally did it in under an hour (and I genuinely had zero clue as to what I was doing, the step by step is fool proof) 3x faster than my partner who’s lived here his entire life! It also tracked around $3k worth of writes off, all for just a one off payment!!! 1 MILLION % worth it and recommend!!! Best investment you’ll make!!
Save time, avoid making mistakes on filing your taxes and have someone track all your write offs that you didn’t even think were write offs!! Winning, winning, winning!!!

by K1msterr

I was worried about taxes when I started working fulltime and partime/freelance. I didn't really know much about taxes but I knew I wanted to get the most out of my deductions and without this app tax, it would have been a pain to do manually. I am a annual subscriber and payed for it (was hesitant at first) but when I submitted my Taxes this year through this app tax, the IRS accepted everything in 1 day. I receive the most out of my tax return because this app tax dealt with all my deductions. Its so worth to pay for Keeper!

by Meme Mom Mom

I’d tried filing on three different sites and owed this year for my 2021 taxes. But then I remembered that I had tax this app, and they got me a huge refund! I am so pleased you have no idea. And I enjoy receiving the notifications requesting follow up on whether or not my purchases are a job related. I feel very confident that I’m gonna get even larger refund next year, since I’m keeping up with all of my purchases with Keeper with no effort. I’m telling you that Keeper is no effort at all; it saves you, and you need to download it and subscribe immediately.

by JStoute

Keeper is amazing if you are doing any kind of work that you are getting 1099 on your taxes, live person adding your expenses that you use for the job to get done. This application is totally worth it and work 10/10 recommend to anyone. We are blessed to have someone make an app like this to make our life so much easier!! I will only use Keeper and even file my taxes from Keeper too. Shout out to Caitlyn for always being attentive and timely to book keep me regularly!!

by Michaelcromero

I know, this seems like some faked product placement, but I actually enjoy Keeper. The service helped me deduct fees to half of my estimated tax bill for the 2021 fiscal year. Since they assign an agent to you, they will double-check all of the write-offs for audit risks so you will be protected. The yearly membership isn't all too expensive, so I HIGHLY recommend Keeper, especially if you do delivery services like Uber, Instacart, Doordash, Grubhub, etc. Prevent having no write-offs during tax season by posting all expenses on Keeper . Since it's easy to use, it should be easy to get used to the interface. Good luck!

by Kye James

Keeper is everything you want, with personalized attention and great customer service. If you are self-employed, there is literally no reason you should hire anyone else.

For the company if they’re reading this, the only thing that needs work is the estimator. There should be space to add expected credits and deductions that are not factored into the normal calculations. As long it is called an estimate in Keeper you don’t have any liability to an exact amount. Specifically, you should allow people to add the line items of healthcare expenses, childcare expenses, student loan interest, mortgage interest, and solar/energy efficiency credits.

by CatBot888

I rarely ever rate apps in Keeper Store, but this program has been a total lifesaver. Since I started freelancing I typically stress about gathering all of my tax write off information. Keeper made it so easy to just scan through my bank account and automatically find write offs. The only downsides are that sometimes the virtual bookkeeper has taken a couple days to reply, but if it’s urgent I can always email support and they get back to me quickly. Also if you’re just starting out on the website it may take a while to scan through your bank account, so keep that in mind. 10/10 would recommend, and it’s definitely worth the money.

by DelizHero

Been using Keeper for 1 year now and I gotta say, this is by far the most convenient app and the most helpful in keeping track of my business expenses and organizing them. They automatically add your recent transactions and shows you how much they saved you. At the end of the year they give you an easy form for whoever does your taxes with for easy input (plug n play) I’m truly impressed with KeeperTax. Plus you get your own personal book this app. If your on the fence about downloading Keeper and doing the service trust me just do it. At the end their small service fee of 16 dollars (this is what they charge me) becomes a tax deductible anyways. You literally have nothing to lose. I never write reviews but this is an app I truly stand behind hope this helps anybody that looks into it.

by Qwaynick

As a new small business owner I started looking for tools to help me be successful. Owning a commercial truck and driving for myself means 1099’s and paying my own taxes. So obviously finding as many credits as possible was at the top of my list of critical needs. Caitlin has been there every step of my way since I downloaded Keeper and got rolling. I get daily notifications from Keeper on her behalf logging my expenses as I work. Then all I have to do it let her know if the expense was related to my business or not. That’s it, she does the rest for me. And I get to watch as my saving adds up throughout the year. Much easier than going through receipts and adding up expenses at the end of a long day. So glad to have found this service early into my adventure and I couldn’t be happier with what Caitlin has done for me so far!

by Cleankiks1

I’ve been waiting for someone to come along and make my life easier and it’s finally happened. I really like how easy it is to use KeeperTax, just set it up and let it run.

Caitlin is great! She is always in touch and let’s you know everything that’s she’s doing for you. I totally thought she was an amazing A.I. because it just seems so crazy to get this type of attention from a real person for such a low monthly fee. I feel so important now I’m closing more deals as a result!

The only thing I would request would be to have the ability to add my other credit cards to track expenses there as well.

by Ohkristenn

I signed up for the free 30 day trial the beginning of October, now January 2020 I am being charged for the service when I have not used it for the past two months. Before my free trial ended I looked on Keeper and could not see where I could cancel the account, I then texted the account representative assigned to me and tried to cancel it but that was only for text messages. I then tried again a few days later to sign on to the website using a computer the only option I got was to charge my account before I could even use the website.

by Kamie2

this app tax has made switching to 1099 work a breeze. I no longer have to keep track of my monthly expenses such as gas and insurance. I didn’t realize how much can be written off until signed up for this service. My bookkeeper is really nice and answers any questions I have. I filed my taxes with this app this year and it was nice to already have my deductions added.

by JAQUISLEV

My this app Caitlin-Takes the headache off doing it yourself! Which comes in handy with the work. I was actually looking for something like this a few months ago! Caitlin does check in just to confirm purchases that go towards your freelancing. So you get your savings!

by Brown Chicken - Brown Cow

... that I hadn’t been using this before. 2019 I saved more money in expenses and was able to allocate said funds into a completely new account. It’s poor personal finance management if you’re not using KT. I get text messages from real people (Caitlin is the best) and is helping ensure 2020 taxes are the best yet.

Keep crushing it KT, and thank you Caitlin!!

by Marketing Chief

Keeper has been a lifesaver when it comes to taxes. When i first started my entrepreneurial journey i knew nothing about taxes & i was referred by a friend about Keeper & it has worked wonders. I’ve been having Keeper for over 2 years+ & i will continue using their services. Its 100% well worth the $12/month fee!

by SamFromSeattle

My girl Caitlyn is always on top of any questions I have, I’ve saved a ton of money on business purchase write offs, including ones that I didn’t even know I got. As an independent contractor, these sorts of things have been a challenge for me to navigate, but this service has been convenient and easy to use!

by Co559

Keeper is great if you’re self employed, period. All of my transactions are automatically filed or if they are unsure, I get a quick text. It is so simple for me to just say yes or no about any transaction or text them to add or remove something. The export pdf was much appreciated by my CPA. I used to spend a couple days of my (valuable) time going through all my accounts and adding everything up, no more! I highly recommend giving Keeper a try!

by Sblindorff

I am highly impressed with Keeper/website/sms feature. It is simple enough to use that people that may not be technologically experienced and yet also makes it so that everything is payed out for those that are... I am excited to keep using Keeper and am thankful for Paul and David and their whole team for designing an app that can truly help me.

by StanfordJake

I’ve been self-employed from time to time. Come tax season, expenses have always been a mess. I’ve worried about whether I really remembered everything. Some things I missed because I didn’t know they were deductible (like part of my phone bill). this app really takes care of this so I’ve recommended it to friends. It’s saving them a lot of money so they love it too.

by Mak062389

As a small business owner, keeping my spending organized can be a pain. With tax keepers help, I literally don’t have to worry. All of our payment methods are linked & I just confirm via text message if something is a business expense or not. Keeper will even identify trends (such as product purchases) that they’ll automatically categorize for me. I’m excited for my taxes to be much simpler this next year!!

by Joshstadler

I absolutely love this service. For $12 a month I have a tax advisor track my transactions looking for opportunities to get tax refunds. I receive text messages as I designated when they find possible refunds. You are able to track these refunds and all of your transactions with the credit cards and bank accounts linked through Keeper . With all of this information I have saved HUNDREDS of dollars via tax refunds. Moreover, you can write off the actual 12/month subscription as a tax refund too. This pays for itself so quickly I can’t see why you shouldn’t use this service.

by AB627451

I’m new to freelancing and started my business very recently. From the start I wanted to keep up with my spending for potential write-offs. KeeperTax has been an extremely helpful tool for this! My “this app” is Caitlin and she has been super helpful in helping me keep track of things!