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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 here, you can link and manage your financial accounts to ensure all your expenses are properly tracked. You can also customize your notification settings, review past returns, update your login credentials, and manage your subscription.

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

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.

 

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. 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.

To access the 'Past Returns' section, you can either go through the 'Settings' tab or navigate to the 'File Taxes' tab by tapping the hamburger icon in the bottom left corner.

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.

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

 

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.

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