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Average Ratings 0 Ratings

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ease
features
design
support

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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

Rubikon’s Digital Banking encompasses a comprehensive collection of interconnected solutions that empower financial institutions to deliver banking services through various electronic platforms, such as ATMs, point-of-sale systems, online banking, mobile apps, and SMS, granting customers the ability to access their banking needs securely from virtually anywhere at any moment. This suite offers a versatile structure that facilitates credit applications and encompasses both retail and corporate lending, covering aspects such as loan origination, setup, repayment scheduling, disbursement, lifecycle management, penalty processing, and the oversight of delinquency and overdue accounts. Additionally, it plays a crucial role in identifying non-performing assets, managing provisions, monitoring customer and group limits, as well as supporting group lending, insurance, collateral management, and detailed reporting. All transactions and processes can be efficiently enabled and tracked through a customizable workflow and an externalized rules engine. The system also accommodates early payments, loan pre-closures, write-offs, and restructuring options, while enabling clients to easily transfer funds from their savings accounts to settle loan obligations. This extensive functionality ensures that financial institutions can meet diverse customer needs while maintaining robust operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$1000.00
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) Yes 
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 Yes 

Vendor Details

Company Name

Keeper Tax

Founded

2018

Country

United States

Website

www.keepertax.com

Vendor Details

Company Name

Neptune Software Group

Country

United Kingdom

Website

www.neptunesoftwaregroup.com

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

Banking

ATM Management Yes 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management Yes 
Credit Union No 
Investment Banking Yes 
Multi-Branch Yes 
Online Banking Yes 
Private Banking Yes 
Retail Banking Yes 
Risk Management Yes 
Securities Management No 
Transaction Monitoring Yes 

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