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In App: Settings tab

The Settings tab serves as a central hub for managing key aspects of your Keeper account. From linking and managing financial accounts to customizing notifications, reviewing past returns, updating login information, managing your subscription, and checking referrals, this section puts everything you need in one place. 

On top of that, the Settings tab gives you access to Tax University, where you’ll find great resources to help you learn more about taxes. Let’s take a closer look at each feature and see how they work.

 

Profile & Preferences

Linked accounts

Simply tap on Linked accounts in the Settings tab to link your bank accounts or cards. Once you link your account(s), our system will begin finding potential deductions.

Navigation: Settings -> Linked accounts

You can even control whether or not a specific account is used for work, personal, or both. You can remove an account from here, too.

Navigation: Settings -> Linked accounts -> Select an account -> Remove this account

We partner with Plaid to connect your accounts. By connecting through Plaid, we do not have access to your personal information. We're only able to see purchases from your linked accounts. And that's to find deductions that put more savings in your pocket.

 

Notification settings

Here, you can adjust your notification preferences to:

  • App notifications
  • SMS text messages
  • Don't notify me

📝 Please note that the notifications displayed in the Settings tab are only examples, not your actual notifications. If you choose to receive app notifications, you'll get push alerts whenever the Keeper app provides updates about your potential deductions or tax filing status. If you prefer SMS notifications, these updates will be sent to you via text messages instead.

Navigation: Settings -> Notification settings

 

Past returns

All tax returns filed through Keeper, including both current and previous years, will be available in this section. You can request to have a copy of any return emailed to you. 

 

When you select a specific tax return to download, you'll also see a brief summary showing how your tax bill or refund was calculated. This summary will include key details such as:

  • Adjusted Gross Income (AGI)
  • Standard or itemized deductions
  • Total taxable income
  • Any non-refundable credits
  • Gross taxes owed
  • Taxes withheld and refundable credits

If you need to quickly check information like your AGI, simply go to the Past Returns section after filing and select your tax return to view the details.

 

 

Additionally, if you uploaded any tax forms during the filing process, you'll be able to download them under the Documents section once your filing is complete.

Navigation: Settings -> Past Returns

Account & Subscription

Login credentials

In this section, you can update your:

  • First and last name
  • Email address
  • Phone number

Navigation: Settings -> Login credentials

Partner Sharing Feature

In the Login Credentials section, you can use the Partner Sharing feature to add another person’s email address or phone number. This is especially handy if you’re filing jointly and both you and your spouse can log in and keep track of your self-employment expenses in the app. It can also serve as a backup login option in case you ever lose access to your own email or phone number.

Navigation: Settings -> Login credentials -> Partner sharing

 

Manage subscription

This is where you can view and manage your membership plan.

  • Edit subscription 
  • Edit payment method 
  • Cancel subscription renewal

📝 When you cancel the renewal of your subscription, you are effectively unsubscribing / deactivating your account. You will not incur any charges moving forward unless you decide to resubscribe.

Navigation: Settings -> Manage subscription

Towards the bottom of the Manage subscription page, you'll find an option to permanently delete your Keeper account. Please note that choosing this option will unlink all connected bank accounts and erase all data stored in your account, with the exception of your tax filing information. To comply with federal regulations, tax filing data must be retained for three years.

Navigation: Settings -> Manage subscription -> Delete account and all data

 

Refer a Friend

The Refer a friend section is where you can access your unique referral link to share with friends and view details about Keeper's referral program.

When you refer a friend, they will receive a 25% discount on Keeper's Filing + deductions or Premium subscriptions. If they subscribe to Keeper (Filing + deductions or Premium) and remain a user for at least 30 days, you will earn a $50 reward which will be sent to your PayPal account. You can earn up to $500 through Keeper's referral program by referring multiple friends.

Navigation: Settings -> Refer a friend

Tax University

Our Tax University can be accessed from here where you can learn about all things taxes without the jargon.

Here, you can explore a variety of essential topics, including:

  • Understanding your 1099 tax bill
  • Managing receipts for taxes
  • Car expenses and mileage
  • Home office deductions
  • Business travel deductions
  • Business meal deductions
  • Education deductions
  • Quarterly taxes
  • LLCs
  • Advertising deductions
  • Clothing deductions

For added convenience, you can also access Tax University online at https://www.keepertax.com/free-resources. 

Navigation: Settings -> Tax University

 

Log out

To sign out of your Keeper account, scroll to the bottom of the Settings tab and select the log out button. This will safely log you out of your account.

Navigation: Settings > Log out