Keeper: Tax Filing & Expenses

• Free

Last verified 5 Sep 2026

4.8 12791 ratings · App Store

1. 1/5No home owner credit, no acknowledgment of homeowner interest

   *****Year 2***** I thought I give this app a second chance for this tax season. And yet again I was right. This is not for the start-up folks who also works a 9-5. This is for the full-time freelancer. This will be my last year using this app. Or I'll use it to track my deductions and I'll save my receipts and hop on down to HR Block. Two years in a row single digit refund. But this year I am not doing an amendment so they can say “oh she does have a larger refund”. Not in 2025 friend. So I will be patient. My tax forms are already late. So now I need the human touch. Its not like our current leadership is pay over 12k of their income to federal taxes. But I am disappointed in this app. I thought it would be better the second go around. ****************** Welp… I thought I would give this app a try since I started my business last October. Granted most of my business write offs won’t be applied until the next tax year. There were things that should have been applied that were not. And now that I had alerted Keeper of this error. I will have to wait an additional 16 weeks to see a return. That is assuming I’m getting one. Last year I owed nothing and got nothing. This year I owe $3 and I still get nothing. That was after providing the document for homes interest, identifying I bought a home during the previous tax year. So after this year with Keeper I don’t think I’ll come back. Catlin has been nice. So I have nothing negative to say about that experience. But this so far is my worst tax experience since I’ve been filing taxes. I see how it has worked for others. So I think the experience is going to be case by case. It appears to work wonders with those who freelance and not those who make an end product.

   Deme Jo · 5 Sep 2026

2. 5/5Panic Attack Averted

   I am an Actor/Entertainer and this was the first time I had to file my taxes as such. I was so put off by the process that filed for an extension. Well, I procrastinated all the way to Oct 16th. I knew that I was using Keeper for my 2023 taxes, but I had purchased in 2022 right after I filed for an extension. Long story short, I had no idea that Keeper was also tracking 2022. When I logged in, all I did was choose my year and go through the list of transactions and categorize them properly. After that, I went through the Tax Filing prompts and VOILA!! A process that I dreaded and thought would take me the better of 12+ grueling hours, took about 2.5, and that was mainly for the categorizing. Once I was done entering the tax files (for some reason the PDF upload was not working for me) it was run through an “optimizer” to check for possible Audit isssues. It came back without any potention, glaring issues and was sent to a reviewer. I opted to get a copy emailed to me and… that was it! And I was able to do all of that FROM MY CAR (yes, I did sit in the car for 2.5 hours 🥴) Keeper is THE BEST investment I’ve made EVER!! It took all the worry and confusion out of my first schedule C process and I couldn’t be more happy. Now I have to figure out what to do with all the time Keeper just saved me 😊

   Mfleurette · 5 Sep 2026

3. 5/5Barely started using it but so far so good!

   Before Keeper, since I started my mobile auto detail business last year, I was completely lost in the tax process. I knew enough to save my receipts for purchases such as gas and supplies, but beyond that I was (& still basically am!) clueless. Through Keeper Tax I've been able to log expenses I would never have included plus I'm learning the basics of the financial part of running my own startup! The only disappointments so far have been the fact that Venmo and Zelle, plus Cash App and Square, are as yet not included in the list of banks you're able to link to your Keeper account. No big deal for most I assume, but for me literally MOST (almost ALL) my payments come thru Venmo and often the other financial companies I listed above. To utilize Keeper fully, I must manually transfer each payment separately to my checking account with SchoolsFirst FCU and make sure I label the customer it came from. For expenses I've learned to almost invariably use my CU debit card because that way I can get the tax write off automactically. Love what you guys are doing for small businesses, Keeper, but please add Venmo (at least, if not also the other common online payment platforms!) and then I'll be completely satisfied with your app.

   Liz4rd8991 · 5 Sep 2026

4. 5/5Worth every penny

   This was the BEST tax experience I have ever had. I opened my own business this year but I had other 1099 from side hustles which made my tax process more complicated then normal. But their app made everything so easy to understand, it organised my books, it sent my tax files for free it was SO SIMPLE. It was PERFECT for me and it saved me HUNDREDS of dollars compared to H&R block. I at first used this to organise the transaction on my bank accounts because for part of the year I was using my personal accounts for my business and then I opened my business bank accounts and had to go through those too. But it basically categorised everything for me and I just had to choose yes or no for the past transactions. Then I went to H&R to actually file the taxes but they wanted 400 dollars to do it… so after 10 mins in the meeting and knowing that this WONDERFUL app already would do it for free I was like… oops sorry I don’t think your service is the right way to go. I just continued the process with this app and they got everything done FASTER then if I did the H&R way. It’s perfect. HIGHLY RECOMMEND!!!

   Rye Rye Chi · 5 Sep 2026

5. 5/5One Discrepancy Fixed

   I did the job as expected and have references for why it selected options, such as a standard deduction for my LLC. I think that the price is pretty steep, considering that I have done my own taxes for five years, but with 14 years of cybersecurity engineering and systems engineering, I wanted to use the prompt. I have to think about how much access was given, and I will be nervous for a bit. If my life is not ruined and I don't get cleaned out I will be a huge promoter especially when I know multiple people who are beginning the entrepreneur journey. IRS kicked my return back, and Keeper supplied actionable data that enabled me to resolve the issue and resubmit to the IRS in minutes. This was a case of middle and last name both being present in the last name text field of my personal details. Logic or functionality to detect such typos during review would be helpful to everyone, especially, hand jamming on a mobile device.

   Patrick Bowden · 6 Aug 2026

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