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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Uncover the tax deductions you've overlooked with Keeper Tax, designed specifically for individuals earning 1099 income to effortlessly identify potential write-offs from their expenditures. Our clients typically enjoy an impressive average annual savings of $6,428! Initially, we analyze your previous purchases to pinpoint write-offs. Keeper Tax continuously tracks your spending throughout the year, ensuring you don't miss any deductions. When tax season arrives, you can either file your taxes directly through our service or easily export your savings for use elsewhere. The process becomes even simpler as you only need to respond to occasional texts! A dedicated human bookkeeper will assist you by reviewing your transactions regularly. You will receive no more than one text message per day, containing straightforward questions—no need for apps, categorization, or handling receipts. It’s that straightforward: just text! With Keeper Tax, you can maximize your savings during tax time. All your accumulated tax deductions are automatically integrated into our tax filing service, allowing most members to file directly through us, while others can opt to download a spreadsheet for alternative filing methods. Ultimately, Keeper Tax makes financial management easier and more efficient for everyone.

Description

Well simplifies and enhances your financial operations workflow by capturing, organizing, and enriching data from various scattered sources. The platform enables you to collect invoices, receipts, payslips, statements, and other unstructured documents through email, cloud storage, and browser portals, transforming them into clean, searchable records. It improves the quality of data by filling in missing fields, identifying duplicates or inconsistencies, and minimizing the risk of errors by as much as 99%. Featuring a built-in “financial vault,” Well consolidates your payment, bookkeeping, and ERP systems, allowing you to pose natural-language questions and receive immediate, relevant charts and insights. Moreover, you can quickly create workflows and pipelines to initiate actions based on document events within minutes. The platform also allows exports in various formats such as JSON, CSV, XML, and UBL, and offers easy integration with your current tools, requiring minimal setup to get started. Additionally, Well's user-friendly interface ensures that even those without technical expertise can effectively manage their financial data.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Attio No 
Box No 
Databricks No 
Figma No 
GitHub No 
Gmail No 
Google Drive No 
JSON No 
Klaviyo No 
Loom No 
Microsoft Outlook No 
Notion No 
Odoo No 
Pennylane No 
Qonto No 
Ramp No 
SAP Cloud Platform No 
Sage 100 No 
Sellsy No 
Xero No 

Integrations

Attio Yes 
Box Yes 
Databricks Yes 
Figma Yes 
GitHub Yes 
Gmail Yes 
Google Drive Yes 
JSON Yes 
Klaviyo Yes 
Loom Yes 
Microsoft Outlook Yes 
Notion Yes 
Odoo Yes 
Pennylane Yes 
Qonto Yes 
Ramp Yes 
SAP Cloud Platform Yes 
Sage 100 Yes 
Sellsy Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Keeper Tax

Founded

2018

Country

United States

Website

www.keepertax.com

Vendor Details

Company Name

Well

Country

United States

Website

wellapp.ai/

Product Features

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Product Features

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

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