KeeperPlus: Bookkeeping & Tax

KeeperPlus keeps the money you earn and the money you spend in one place, then prepares a tax package for your accountant to review. Built for Canadian self-employed people, contractors, landlords and small businesses. Available in English and French (Canada). KeeperPlus prepares; your accountant reviews. It never connects to the CRA, Revenu Québec or your bank, and it never files anything. MONEY IN AND MONEY OUT • Activity shows Expenses, Income, or All together • Record invoices you sent, rent, sales and platform payouts, with the GST/HST (and QST) you collected • If a document looks like the other direction, KeeperPlus asks: "Did you receive this money, or pay it?" Income and expenses are never mixed • Move an entry between Income and Expenses; duplicate documents are flagged • Create invoices, share them as PDF, and mark them paid • Read platform statements (Uber, Etsy, Airbnb, DoorDash…): earnings become income, fees become expenses • Import a bank statement you downloaded (CSV or PDF). Only the transactions you tick are saved, and the file is deleted right after reading SCHEDULED • One week chart: the last 3 days, today and the next 3 days, money in teal and money out pink • Add rent, a retainer or a client payment as recurring income • Add a mortgage, bill or subscription as a scheduled payment, with a heads-up every Friday morning TAX TAB • Pick a year: income, expenses and profit • GST/HST collected minus GST/HST paid, if you're registered • A readiness checklist shows what's still missing • Tax slips: scan your T4, T4A, T5, T3, RRSP receipt, T2202, Québec relevés and more. Only the last 3 digits of your SIN are recorded • Deductions and credits: medical, donations, childcare and more • Form previews with official line numbers: T2125 for each business, GST/HST and QST worksheets, T776 for each rental property, T777, capital cost allowance (CCA), home office, vehicle, and Québec TP-80 PREPARE MY TAX PACKAGE • One ZIP for your accountant: a read-me cover, pre-filled form worksheets, an Excel workbook, your slips, every income and expense document organized by form line, and QuickBooks files • Every worksheet is stamped "for review by your accountant, not for filing" • Send a private link and a PIN. The link expires after 30 days, and you can turn it off at any time ACCURACY YOU CAN CHECK • AI reads the merchant or client, invoice #, date, net, tax and total; you check before saving • Split taxes (GST + PST, GST + QST, federal + provincial HST) and tax-included fuel receipts read correctly • A misread total is caught by checking the document's own arithmetic • Anything the document doesn't support is left blank, not guessed CAPTURE AND EXPORT • Scan paper receipts, or import PDFs (multi-page) and photos from Files or iCloud Drive • No receipt? Type it in. Manual entries don't use your monthly documents • Attach extra photos or PDFs to any expense later • Export to QuickBooks Online (CSV) and Desktop (IIF), PDF and CSV, by month, quarter or year, income included if you choose • Originals kept in the cloud; foreign receipts converted to CAD at the Bank of Canada rate PLANS • Free: 5 documents a month, manual entries, recurring income, and the Tax tab summary and checklist • KeeperPlus Premium: 100 documents a month, exports, scheduled payments, form previews and the tax package. Monthly with a 3-day free trial, or yearly with a 7-day free trial • Your local price appears in the app before you subscribe • Busy month? Add 50 more documents in one purchase. They never expire A free trial is available once per Apple ID. Payment is charged to your Apple ID account. Subscriptions renew automatically unless cancelled at least 24 hours before the end of the current period. Manage or cancel anytime in your App Store settings. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://keeperplusapp.com/privacy