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Tax Assistance·~$16-20/month subscription; free tier available·www.keepertax.com

Keepertax

Keepertax is an AI tool offering automated tax assistance, integrating with financial accounts for expense tracking, tax predictions, and filing via GPT-4, tailored for US tax legislation.

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Risk Score
Medium
5/10

Independent assessment across data handling, compliance, security and transparency.

Risk factors

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  • Cloud-based service with third-party data handling.
  • User financial data may be used for training.
  • No clear opt-out for training on user-generated content.

Recommendations

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  • Do not connect corporate financial accounts or payroll systems
  • Suitable for individual employee personal tax use only
  • Review data sharing with OpenAI for financial transaction content
  • Verify SOC 2 and encryption standards before any business use

Data handling

Storage
Keeper cloud plus OpenAI API for GPT-4 processing
Retention
Financial data retained per Keeper privacy policy
Training on inputs
Financial data sent to OpenAI API; OpenAI API terms apply

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