Keeper
Keeper is an intelligent tax and bookkeeping solution that automates financial management for freelancers and small businesses. It simplifies expense tracking, client communication, and tax filing through AI-powered tools and seamless platform integration.
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Introduction
What is Keeper?
Keeper serves as an automated financial management platform specializing in tax preparation and bookkeeping. By syncing directly with bank accounts, it helps freelancers, independent professionals, and small business operators identify eligible tax deductions and file returns with greater efficiency. The system incorporates sophisticated workflow management capabilities such as bulk transaction categorization, 1099 form generation, and white-label client portals for smooth interaction. Enhanced by artificial intelligence support and regular feature updates informed by user input, Keeper boosts operational efficiency and improves client service quality.
Key Features:
• Smart Expense Monitoring: Syncs with financial institutions to automatically monitor and classify business expenditures in real time, making tax deduction identification straightforward.
• Batch Transaction Handling: Allows for collective categorization and bulk reassignment of transactions, reducing time spent on tedious bookkeeping activities common in alternative systems.
• Branded Client Interface: Delivers a customized, professional gateway where clients can review financial data and address transaction-related inquiries.
• Contractor Compliance Tools: Simplifies contractor database management, facilitates W9 collection, and automates 1099 form preparation within the system.
• Intelligent Tax Support: Provides round-the-clock AI chatbot guidance combined with access to human tax specialists for complex queries and deduction optimization.
• Adaptable Workflow Displays: Features versatile viewing options including KanBan boards, list layouts, and customizable interfaces to align with individual workflow and client management preferences.
Use Cases:
• Freelancers and Independent Professionals: Automate expense logging, discover tax savings opportunities, and complete filing with AI-driven insights and expert support.
• Accounting Service Providers: Handle multiple client accounts effectively through batch processing capabilities, dedicated client portals, and efficient 1099 management.
• Small Business Operators: Streamline accounting processes and maintain transparent client relationships using branded portals and flexible task organization.
• Tax Compliance Management: Accurately prepare and submit annual federal and state tax returns, with additional support for amendments and quarterly tax projections.
