TaxTidy vs Keeper Tax: 2026 Comparison
Keeper, the app at keepertax.com now branded simply Keeper, is a filing service: it reads your linked accounts for write-offs and a human tax pro reviews and e-files the return. TaxTidy works one layer down from that. It turns the receipts themselves into something you could defend — each one read, placed on the Schedule C line it belongs to, and stored with its image, alongside an Audit Readiness Score that tells you what is still missing. If the part of tax season that worries you is the pile in the truck and the question "could I actually prove this?", that is the job TaxTidy exists to do.
What you get with TaxTidy
- Your first 25 scans are free for good — no card, no countdown. That is enough to put a real month of receipts through TaxTidy before you commit to anything.
- Shoebox Mode takes the backlog in one go. Select every receipt photo on your phone and TaxTidy works the pile card by card, so the drawer you have been avoiding clears in an evening rather than a weekend.
- Every expense lands on the Schedule C line it belongs to — Line 22 for supplies, Line 24b for the client lunch — so your totals arrive at tax time already in the shape the form asks for.
- Your Audit Readiness Score names the gaps out loud: which expenses have no receipt image, which are still uncategorised, which are missing a date or a vendor. You close them while you can still remember the purchase.
- On Pro and above, the PDF report sets the full-size receipt image beside the expense it belongs to, grouped by Schedule C line. That is the document you hand an accountant, or an auditor.
- Fin answers against your own expenses rather than a help article — what you spent at a vendor, why something counts, how the quarter is shaping up. Three questions a day on the free plan, and more room on Pro and CPA.
Feature comparison
| Feature | TaxTidy | Keeper Tax |
|---|---|---|
| Try it before you pay | First 25 scans free, no card | 14-day trial, card required |
| Photograph a receipt from your phone | ✓ | ✓ |
| Clear a backlog in one session | Shoebox Mode — the whole pile at once | Receipt photos saved against each deduction |
| Expenses placed on Schedule C lines | ✓ | ✓ |
| A score showing what proof is missing | ✓ | – |
| Receipt image inside the tax report | Full-size image beside each expense (Pro) | Receipt photos held in the app |
| Files your federal return | Schedule C-ready report for any filer or CPA | ✓ |
| A tax professional reviews the return | Share your account with your own accountant (CPA plan) | ✓ |
| Connects to your bank accounts | Upload the statement PDF or CSV (Pro) | Up to 10 institutions |
| AI assistant for tax questions | Fin, reading your own expenses | ✓ |
| S-Corp and partnership returns | Not covered — TaxTidy is built for Schedule C filers | ✓ |
Pricing
TaxTidy
- TaxTidy Free$0 — first 25 scans
- TaxTidy Pro$12.99/month ($99.99/yr)
- TaxTidy CPA$19.99/month ($179.99/yr)
Keeper Tax
- Keeper Standard$199/year (filing included)
- Keeper Premium$399/year
- Keeper Business$1,199/year (S-Corp, partnership)
- Keeper, deductions only$20/month
Keeper Tax pricing is taken from its published plans and can change. Check their site for today's rate.
Choose TaxTidy if
Choose TaxTidy if the hard part of your taxes is the receipts themselves — the glovebox pile, the drawer of crumpled paper, the year of photos you never sorted. TaxTidy is built to clear that pile quickly and leave proof behind for every line, whether you file yourself, use filing software, or hand the folder to an accountant.
What Keeper Tax does well
- Keeper files the return. Federal e-file and up to two state returns are part of the plan, and a human tax pro reviews and signs it before it goes to the IRS.
- It connects to your accounts — up to ten financial institutions — and works through the transactions hunting for write-offs you would not have flagged yourself.
- Deductions are itemised against Schedule C, and a round-the-clock AI tax assistant answers "is this deductible?" while you work.
- It reaches past the sole proprietor: the Business plan covers S-Corp and partnership returns, which TaxTidy does not attempt.
Choose Keeper Tax if
Choose Keeper if you want one company to find the deductions and file the return, with a tax professional signing off before it is submitted, and an annual fee is a fair trade for that. It is also the better fit when your records live mostly in bank and card transactions rather than in paper, since that is the material it is built to read.
The bottom line
These two answer different halves of the same problem. Keeper is a filing service with deduction finding attached. TaxTidy is the evidence layer — the part that turns a pile of paper into a Schedule C you can stand behind, with the image of every receipt still attached to it. Plenty of people run TaxTidy through the year and take the report to a filer in April. Your first 25 scans cost nothing, so you can find out tonight how much of the pile disappears in one sitting.
Frequently asked questions
Does TaxTidy file my taxes the way Keeper does?
It does not, and that is deliberate. TaxTidy builds the record your return is made from: every expense read, categorised, placed on its Schedule C line, and stored with its receipt image. At filing time you export a Schedule C-ready report or a CSV and take it into whatever you already use, or hand it to your accountant. Keeper files for you; TaxTidy makes sure what gets filed has paper behind it.
How do TaxTidy and Keeper compare on price?
Keeper sells annual plans with filing included — $199 for Standard and $399 for Premium, with a $1,199 Business plan for S-Corp and partnership returns, plus a deductions-only option at $20 a month. TaxTidy starts free: your first 25 scans cost nothing and need no card, Pro is $12.99 a month or $99.99 a year, and CPA is $19.99 a month or $179.99 a year. The two are not selling the same thing, so the useful question is which job you need done. Both companies change prices, so check each site for today.
Can I move my data from Keeper into TaxTidy?
Yes, provided you can export it as a CSV. On Pro and above TaxTidy reads transaction CSVs, categorises each row against a Schedule C line, and matches rows to receipts you have already scanned. Anything that arrives without a receipt image shows up in your Audit Readiness Score as a gap, so you can see immediately which expenses still need paper behind them.
Does TaxTidy connect to my bank the way Keeper does?
TaxTidy does not link bank accounts. On Pro and above you upload the statement your bank already sends you, as a PDF or a CSV, and TaxTidy reads the transactions out of it and matches them against receipts you have scanned, so you can see what is covered and what is not. It is a different route to the same destination: a complete picture with proof attached, and nothing to connect.
TaxTidy provides expense organization tools based on the most current US tax law available to it. TaxTidy is not a CPA, Enrolled Agent, or licensed tax professional. All categorizations, deductions, and tax calculations are estimates. Please verify all data for accuracy and consult a certified tax professional before filing.
Start with your first 25 scans free
Photograph a receipt and watch it land on the right Schedule C line, with an Audit Readiness Score that shows you exactly what is still missing. No credit card.
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