In the Settings section of your Keeper web dashboard, you can conveniently manage various aspects of your account. This includes updating your personal information, adjusting notification preferences, managing your subscription, accessing your referral link, and linking your bank accounts.
Linked Accounts
You can easily add your bank accounts or cards through the Linked Accounts section in your web dashboard. Once linked, these accounts will be displayed in the same section. From there, you can choose how each account is used by selecting one of the following options:
- Sometimes used for 1099/freelancing-related purchases
- Never used for 1099/freelancing-related purchases
- Always used for 1099/freelancing-related purchases
Selecting any of these options will affect how the status of transactions from each account appears in the Deductions tab.
If you no longer wish to see transactions from a particular account, you have the option to remove the account from your linked accounts.
If your bank isn’t supported by Plaid, you can still upload a spreadsheet or statement with your expenses. Simply click "Upload Expenses" under Linked Accounts. Once the upload is complete, your expenses will appear in the Deductions tab. You can also access this feature under "Add Expense" on the Deductions page. We currently support PDF, XLSX, and CSV file formats.
Navigation: Settings -> Linked accounts
Notifications
Here, you can adjust your notification preferences to:
- App notifications
- SMS text messages
- Don't notify me
Navigation: Settings -> Notifications
📝 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.
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
Subscription
This is where you can view and manage your membership plan.
- Edit subscription
- Edit payment method
- Cancel subscription
📝 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 -> Subscription
Towards the bottom of the 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 -> Subscription -> Delete account and all data
Refer a friend
This 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. You can earn up to $500 through Keeper's referral program by referring multiple friends.
You can also track the progress of your referrals. When your friend signs up for Keeper, a clock icon will appear next to their name in your referral bank. Once your friend has subscribed and used Keeper for 30 days, the clock will turn into a green check mark, showing that you are eligible for your $50 reward which will be automatically sent to your PayPal account.
Navigation: Settings -> Refer a friend