# Keeper Tax

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/keeper-tax

- Industry: Software
- Headquarters: San Francisco, US
- Website: www.keepertax.com
- Total disclosed funding: $15M
- Latest round: Series A (Mar 5, 2021)
- Investors on record: 3

## About

Keeper Tax Inc. is a tax filing platform that simplifies the process of managing complex taxes using artificial intelligence and professional expertise, targeting self-employed individuals and small business owners.Founded in 2018 by David Kang and Paul Koullick, Keeper Tax Inc. is headquartered in San Francisco, US. The company raised USD 14.71 mn in Series A funding on March 5, 2021, from investors including Foundation Capital, Headline, and Matrix Partners. The total amount raised to date is USD 14.71 mn, leading to a current company valuation of USD 48.04 mn.Keeper is a tax filing software designed to streamline the process of filing complex taxes, leveraging artificial intelligence and the expertise of tax professionals. The platform offers services such as federal and state e-filing, audit protection, and guarantees for maximum refunds. It supports over 300 tax credits and caters to various individual tax situations, ensuring it meets the needs of self-employed individuals and small business owners. Customers can track business deductions, upload receipt photos, and receive personalized tax assistance through one-on-one calls with accountants. Keeper is available for users in the United States via both iOS and Android platforms.Keeper operates on a subscription-based revenue model, allowing users to access its services through an annual subscription after an initial 14-day free trial period. The firm generates revenue primarily through its subscription fees, covering functionalities including complex tax filing and audit resolution support. Additionally, Keeper offers specialized services such as S Corporation and partnership filing, enhancing its appeal to self-employed individuals and small business owners. The pricing plans associated with these services are structured to provide comprehensive tax solutions to clients.Following the Series A financing round in March 2021, Keeper Tax Inc. plans to utilize the raised USD 14.71 mn to expand its team by hiring more professionals to support customers. The funding will also aid in enhancing its artificial intelligence capabilities to cater to more types of 1099 job roles and in growing its user base both in the US and internationally. Specific plans for market expansion have not been disclosed.

## Funding rounds

- Series A, Mar 5, 2021, $15M — Matrix Partners, Foundation Capital, Headline

## Investors

- Matrix Partners (https://capitalatlas.ai/funds/matrix-partners) — Series A
- Foundation Capital (https://capitalatlas.ai/funds/foundation-capital) — Series A
- Headline (https://capitalatlas.ai/funds/headline) — Series A