Keeper Tax
by Double
· Based in United States →
— Put AI to work on your month-end close. Powered by a two-way sync with the ledger.
Documentation ProvidedRegulatory Status Disclosed
Overview
Double, formerly known as Keeper Tax, is an AI-powered platform designed for accounting, bookkeeping, and tax firms to streamline financial workflows, particularly month-end close processes and tax preparation.
- What it does: Double automates tasks such as transaction categorization, reconciliation, and journal entries by integrating with accounting ledgers like QuickBooks Online, Xero, Sage, and NetSuite. It also includes features for managing 1099s, receipts, and accruals. For tax purposes, the platform identifies potential business deductions by scanning financial accounts and can assist with preparing and filing federal and state tax returns.
- Who it is for: While primarily built for accounting and bookkeeping firms, Double’s tax features are relevant to individual physicians, especially those with 1099 income from locum tenens work, moonlighting, or private practices. It is particularly suited for practices managing 10 or more client books a month.
- How it fits a clinical or practice workflow: For physicians with independent contractor income, Double can integrate with financial accounts to continuously track and categorize business expenses throughout the year, reducing manual effort during tax season. It can also help organize tax-related tasks and client communication through a dedicated client portal.
- Notable capabilities: Key features include AI-assisted bank feeds and journal entries, automated file review to catch miscategorized transactions, and a client portal for secure document exchange and communication. The platform also offers workflow management for recurring tasks and can provide tax professional review for filed returns.
Reviewed by Pouyan Golshani, MD — Interventional Radiologist
Key Features
- AI Bank Feeds
- AI Transactions
- Integrated Review Tools
- Close Page
- 1099 Management
- Reports
- Receipts
- Accruals
- Client Portal & App
- Client Database
Use Cases
- Automating month-end close processes
- Streamlining transaction handling and reconciliation
- Drafting complex journal entries
- Managing client communication for accounting tasks
- Tracking close progress across multiple clients/entities
- Replacing spreadsheets and disconnected accounting tools
What Physicians Need to Know
Tool Focus
Keeper Tax is specifically designed for individuals with 1099 contracting and freelance income, including healthcare professionals, to help them find tax write-offs and file taxes.
Voice Input
Information regarding voice input capabilities is not explicitly available in the provided search results.
File Uploads (types & size limits)
Users can upload tax paperwork, including 1099s, W-2s, and other tax forms. For bulk expense uploads, supported file types are PDF, XLSX, and CSV. For secure file storage within Keeper, virtually any file type can be stored, including PDFs, images (JPG, PNG), videos, and documents (Word, Excel). Individual file attachments can be up to 100MB for the web vault and 5GB for desktop and mobile apps.
Web Search (real-time or limited?)
Keeper's AI tax assistant is trained on tax law and provides instant answers to tax questions. It's powered by the collective intelligence of Keeper accountants and tens of thousands of previously filed tax returns. While it offers real-time answers, the scope is limited to tax-related information.
Confabulation/Hallucination Risk Level
Keeper's AI tax assistant boasts a 96% accuracy rating, exceeding the average human tax professional (94%). Human tax experts (CPAs, EAs, and JDs) periodically review AI responses to ensure accuracy and provide fact-checking. While AI hallucinations are a general risk in AI tools, Keeper mitigates this by fine-tuning its AI on U.S. tax law and incorporating human oversight.
Desktop & Mobile Apps
Keeper is available as both a mobile app (iOS and Android) and a web-based platform, allowing users to file taxes and track expenses from either their phone or computer.
Third-Party Integrations
Keeper integrates with over 20,000 banks and credit cards to automatically track and categorize business expenses. It partners with Plaid for secure linking of financial accounts. There is no information about direct integrations with tools like Canva, Zapier, or Slack.
Data Privacy for Physicians
Keeper Tax is committed to protecting user privacy, using SSL 256-bit encryption (banking-grade security) to keep personal information safe. They do not store online banking credentials or sell user information. Keeper collects personal information, including financial and health information (e.g., health insurance status and financial information related to payment for healthcare services), as well as device and usage data. Users consent to the disclosure of required information to the IRS and other taxing authorities for electronic filing.
Physician Tip
Physicians, particularly those with 1099 income from locum tenens, telehealth, or other freelance work, can leverage Keeper Tax to automate expense tracking and identify potential tax deductions. The platform is designed to simplify tax filing for complex situations, including those with multiple income sources like W-2 and 1099. Utilize the AI tax assistant for quick answers to tax questions, but remember that human tax professionals review all returns before filing, adding a layer of assurance. Always review the prepared return carefully, as you are ultimately responsible for its accuracy.
Keeper Tax's primary integrations are with financial institutions (banks and credit cards) via Plaid to enable automatic expense tracking. While this is crucial for its core functionality, there is no indication of integrations with broader productivity or communication tools like Canva, Zapier, or Slack. Physicians should be aware that Keeper's integration capabilities are focused on financial data for tax purposes.
Details
| Category | General Productivity (AI Assistants), Physician Finance & Tax, Practice Management & Scheduling |
| Pricing | Unknown |
| Deployment | Cloud |
| Mobile App | 1 |
| Compliance | |
| BAA Available | Unknown |
| HIPAA Compliant | No AI-estimated |
| FDA Status | Not applicable AI-estimated |
| Integrations | |
| EHR | Not specified |
| Specialties | Family Medicine, Internal Medicine, Pediatrics |
Ratings & Reviews
No reviews yet. Be the first to review this tool!
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Press & Coverage
PR Newswire
Keeper Tax Raises $13M Series A to Build Complete Tax Platform for Gig Workers and the Creator Economy
Keeper Tax, a tax filing software for gig workers, creators, and freelancers, announced it raised $13 million in Series A funding to expand its platform and offer full-service tax advice, expense tracking, and an intuitive filing solution.
2021-04
Built In San Francisco
Keeper Tax Raises $13M Series A to Help Gig Workers File Their 1099s
San Francisco-based startup Keeper Tax secured $13 million in a Series A round to further develop its tax filing software, which automatically connects to users' bank accounts to identify potential write-offs.
2021-04
TechRadar
Keeper Tax review - TechRadar
TechRadar reviewed Keeper Tax, highlighting its ability to monitor bank accounts for potential tax write-offs via text notifications and its suitability for independent contractors with 1099 income.
2021-02
The College Investor
Keeper Tax Review: AI-Powered Expense Tracking And Taxes - The College Investor
Keeper (formerly Keeper Tax) is an AI-powered app designed for expense tracking and tax filing, particularly for independent contractors and small business owners, and has expanded to handle common individual and household taxes.
2025-12
Keeper Tax Blog
Announcing our Series A - Keeper Tax
Keeper Tax announced its $13 million Series A funding round, aimed at accelerating its mission to help gig and creator economy workers discover tax write-offs by leveraging AI and machine learning.
2025-04
Keeper Tax Blog
Keeper Tax is rebranding. Here's why.
Keeper Tax rebranded to 'Keeper' to reflect its evolution from a simple app for uncovering tax breaks to a comprehensive tax platform that also files taxes, handles credits and deductions, and offers audit protection.
2022-10
ReceiptSync
Best Expense Tracker Apps for Travel Nurses in 2026 | ReceiptSync
Keeper Tax is highlighted as a top expense tracker for travel nurses, especially 1099 contractors, due to its AI-powered bank-connected deduction finding feature that identifies potential write-offs like continuing education and scrubs.
2026-04
CloudTweaks
11 AI-Powered Tax Tools Revolutionizing Tax and Compliance - CloudTweaks
Keeper Tax is recognized as an AI-powered tax tool that assists freelancers, gig workers, and independent contractors in finding tax deductions by automatically scanning bank statements and receipts.
2025-02
Videos
Product demos, reviews, and walkthroughs for Keeper Tax.
Is Keeper The Most Scalable Way To Run An Accounting Firm?
Jason On Firms
Keeper Tax Honest Review - Watch Before Using
Wise Explainer
How to Use Keeper.app for Bookkeeping | Step-by-Step Guide (2026)
How to Simple
Meet Jenny! Keeper Tax user review
Keeper - For Self-Employed Taxes
Keeper Tax Ad: "Why do you use Keeper Tax?"
Keeper - For Self-Employed Taxes
How to Use Keeper.app for Bookkeeping | Step-by-Step Guide (2025)
Phylux Express
Frequently Asked Questions
Keeper Tax is an app that automatically finds tax-deductible expenses by scanning your bank accounts and credit cards. For physicians, this means less time spent manually tracking expenses and potentially more deductions, as it identifies write-offs specific to your profession, such as medical equipment, professional development, and licensing fees.
Keeper Tax categorizes expenses based on IRS guidelines and provides explanations for each deduction, helping you understand the legitimacy of your write-offs. While it streamlines the process, it's always recommended to review the identified deductions and consult with a tax professional for complex situations to ensure full compliance.
While Keeper Tax is excellent for identifying common deductions, it may have limitations with highly complex financial situations or unique investment portfolios. Physicians with extensive business structures or significant passive income might find it beneficial as a supplementary tool rather than a complete replacement for a dedicated tax accountant.
Alternatives include traditional accounting software like QuickBooks Self-Employed, which offers more robust bookkeeping features, or engaging a specialized tax accountant. Keeper Tax stands out for its focus on automated expense tracking and deduction identification, making it particularly useful for those primarily seeking to maximize write-offs with minimal effort.
Keeper Tax typically offers a monthly or annual subscription. The cost can be a worthwhile investment for physicians by potentially saving significant time and identifying deductions that might otherwise be missed, often leading to tax savings that outweigh the subscription fee.
Keeper Tax uses bank-level encryption and security protocols to protect your financial data. It connects to your accounts in a read-only capacity, meaning it cannot move or access your funds, ensuring the security and privacy of your sensitive financial information.
Keeper Tax primarily focuses on connecting directly to your bank and credit card accounts for expense tracking. While it may not have extensive integrations with all specialized medical billing or practice management software, it can often export data that can be imported into other tax preparation software.
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| Last Verified: 2026-09-07 | First Added: 2026-09-06