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In App: Settings tab

The "Settings" tab is a central hub for managing various aspects of your Keeper account. Here, you can access and update your Profile & Preferences, including personal information like your email address and phone number.

The tab also allows you to connect and manage your financial accounts, ensuring all relevant information is up-to-date. Additionally, you can customize your Notification settings, review your Past returns, and access your Account & Subscription details to manage your subscription preferences.

Moreover, the "Settings" tab offers secure account management options. You can update your Login credentials, use the Refer a friend feature, and access educational resources through Tax University.

 

 

 

Profile & Preferences

Connected financial accounts

Simply tap on "Connected financial 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 -> Connected financial 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 -> Connected financial 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.

 

Profile

Household details

In this section, you can set your Tax filing status, State, Expected 1099 income (annual),  and W-2 (employee) income. 

Navigation: Settings -> Profile

Freelance work details

This is where you can edit the type of work you do. Don't worry if you can't find an exact match. Just give it your best shot and choose the option that closely aligns with what you do.

Navigation: Settings -> Profile

Details about your work

Keeper uses this information to help calculate your savings, and to predict which expenses qualify as a deduction. 

Navigation: Settings -> Profile

In this section, you can adjust the slider buttons to the value that best represents the percentage of time your vehicle, phone, home, and/or public transportation is used for 1099 work.

For example, if you drive six hours each week, and three hours is for work, adjust the slider to 50%. These values can be changed at any time.

Navigation: Settings -> Profile

 

Notification settings

Here, you can adjust your notification preferences to:

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

Navigation: Settings -> Notification settings

 

Past returns

You can easily access the tax forms and returns you filed with Keeper from here. You can also access the "File Taxes" tab navigation by tapping on the hamburger icon in the bottom left corner.
Navigation: Settings -> Past Returns

 

Account & Subscription

Refer a friend

Support others in their tax-saving journey by referring them to Keeper. Simply share your referral link from this section.

Navigation: Settings -> Refer a friend

 

Login credentials

In this section, you can update your:

  • First and last name
  • Email address
  • Phone number

Navigation: Settings -> Login credentials

 

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

 

Tax University

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

Anything from the home office deduction, LLCs, and even advertising deductions.

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