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Keelfile

For freelancers and small business

Spot the write-offs
you may be missing.

Keelfile reads your statements, W-2s, 1099s, and receipts, and flags the expenses that may be deductible. You confirm each one — it builds the federal and state estimate.

  • Cancel any time
  • Export everything
  • Delete your data anytime

Potential write-offs · 2026

Sample data

$6,948

about $2,029 less federal tax, if all of them qualify

  • Home office150 sq ft · Schedule C$750
  • Business mileage296 mi · split rate$219
  • Design software18 transactions$720
  • Client travelReceipt attached$1,102

Freelancers & 1099 workers

Designers, creators, drivers, and consultants. We handle Schedule C, self-employment tax, mileage, and the home office.

Small business owners

Sole props and single-member LLCs. Every expense mapped to the right line, with receipts attached and QBI applied.

W-2 employees

Standard or itemized, child tax credit, HSA, student loans, and the new tips, overtime, and senior deductions.

How it works

From shoebox to filing-ready in an afternoon

  1. 1

    Bring in your year

    Upload bank and card statements as CSV files, and snap photos of W-2s, 1099s, and receipts.

  2. 2

    AI finds your write-offs

    Every transaction is categorized to the right IRS line. Anything uncertain goes to a quick review, never a guess.

  3. 3

    Get a filing-ready return

    See your refund update live, review federal and state summaries, and export everything you need to file.

Features

Everything you need to stop overpaying

AI deduction finder

Reviews each transaction for possible write-offs and explains why, so you can confirm or change it.

Reads your tax forms

Photograph a W-2, 1099, 1098, or receipt. Box values are pulled out for you to confirm.

Tax assistant you can ask

An AI interviewer that asks the right questions and explains your return, using your real numbers.

Mileage & home office

Log trips in seconds. We apply 2026's mid-year mileage rate change automatically.

Federal + state

Live federal calculation built on IRS 2026 tables, plus state estimates for all 50 states and DC.

Records in one place

Receipts attached to transactions, flagged gaps, and an exportable summary of your deductions.

Built to protect your financial life

Tax data is some of the most sensitive data you have. We designed around that from day one.

No bank passwords, ever

You import statements yourself. We never ask for or store your bank login.

Only you can see your records

Database row-level security means every record is locked to your account.

Your data, your call

Delete your documents, transactions, or your entire account from Settings at any time.

Pricing

Simple plans, no surprises.

Pick a plan when you're ready. Cancel any time, and your data stays yours.

Plus

W-2 employees and side gigs

$199/year

That's $16.58/month — 17% off paying monthly

  • AI deduction finder
  • Bank & card CSV import
  • W-2 / 1099 / receipt reading
  • Federal + 1 state return summary
  • AI tax assistant

AI included each month

  • Transactions categorized2,000
  • Documents read60
  • Assistant messages300

Resets on the 1st of each month. Adding transactions and documents by hand, CSV import, and every tax calculation stay unlimited.

Get started
Most popular

Business

Freelancers and small business owners

$399/year

That's $33.25/month — 17% off paying monthly

  • Everything in Plus
  • Schedule C & self-employment tax
  • Mileage log & home office
  • QBI deduction
  • Unlimited transactions & document storage
  • Priority support

AI included each month

  • Transactions categorized10,000
  • Documents read300
  • Assistant messages1,500

Resets on the 1st of each month. Adding transactions and documents by hand, CSV import, and every tax calculation stay unlimited.

Get started

Signing up is free and needs no card. A plan is what turns the AI features on. Prices in USD.

FAQ

Questions, answered

Does Keelfile file my return with the IRS?

Not yet. Keelfile finds your deductions and builds a filing-ready federal and state summary with every number and form line you need. You can then file through IRS Free File, other tax software, or a tax professional. Direct e-file is on our roadmap.

Is the AI giving me tax advice?

No. The AI suggests categories and asks questions, but every calculation comes from our tax engine, built on published IRS tables. You review and approve everything. For complex situations, we'll tell you when to talk to a professional.

Which tax year and forms are supported?

Tax year 2026 (filed in 2027): Form 1040, Schedule 1, Schedule C, Schedule SE, the QBI deduction, child tax credit, and the new OBBBA deductions for tips, overtime, seniors, and car loan interest. Some items, like AMT and the Earned Income Tax Credit, are flagged for review rather than calculated.

How accurate are state taxes?

States without an income tax are exact. For other states we currently show an estimate and clearly label it. Full state-by-state calculations are rolling out.

Is there a limit on how much AI I get?

Yes, and each plan's monthly allowance is printed on its card above. Plus includes 2,000 transactions categorized, 60 documents read and 300 assistant messages. Business includes 10,000 transactions categorized, 300 documents read and 1,500 assistant messages. The count resets on the 1st of each month. Running out doesn't lock you out of anything: entering transactions and documents by hand, CSV import, and every tax calculation are unlimited on any plan.

What happens if I cancel?

You keep read-only access to everything you've added — you can still open it and export it. Choose a plan again to resume importing and editing. Nothing is deleted when a subscription ends.

Get ready before tax season

Track expenses as they happen, so filing is just a review.