How it works

  1. Tell us about your work — basic details help pick the right starting percentages.
  2. Upload numbers — CSV/XLS/PDF; we do not need your bank login.
  3. Get one weekly number — move it into Tax and Owner Pay. We track quarterlies.
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Inputs → Weekly target

How we calculate

Read inflows/outflows

We total your income and expenses from CSVs or connected accounts (optional later).

Safe-harbor aware

We consider prior-year tax so you’re aligned with IRS safe-harbor.

Smoothing

Irregular income is smoothed into one weekly number that’s easy to act on.

Keelset provides planning signals and is not tax advice.

After you pay

Secure email link — no password needed.
Upload any docs — Excel/CSV/PDF/DOCX/images (≤ 25MB each).
See your weekly number — stay on pace for quarterlies.
Magic link → Dashboard