Tax
New
The Tax Suite
Manage your tax and bookkeeping clients in one place.
Get started
Trusted by thousands of bookkeepers and accountants
Introducing... The Tax Suite!
Unite your bookkeeping and tax workflows for firm-wide consistency and organization. Toggle between closing tasks and tax items to stay on top of compliance, all year long.
Organize tax-related tasks
Built to mimic the month-end Close Page, Keeper’s Tax Page comes with pre-built task sections to keep your team on track leading up to tax season. These settings are endlessly customizable and will automatically repeat year after year.
Give your clients an intuitive tax organizer
Gather all the information you need by publishing an interactive form with a single click. Use Keeper’s default 1040 Organizer, customize it, or create your own from scratch. Clients can respond by logging into their Client Portal, or on the go using Keeper’s Mobile App.
Share updates in real time
You know what's better than a live tracker for pizza deliveries?
A live tax tracker that helps cut down on "what's the status of my return?" emails. Within the Client Portal, clients can easily view the progress of their tax returns, as well as any descriptions of the specific work being completed.
A live tax tracker that helps cut down on "what's the status of my return?" emails. Within the Client Portal, clients can easily view the progress of their tax returns, as well as any descriptions of the specific work being completed.