Where finance
finds its flow.
A new financial layer connecting tax preparation, payment experiences and access to innovative financial solutions.
A modern financial infrastructure for tax professionals, connecting refund-related payments, advances and embedded financial services.

Streamline refund disbursements, tax preparation fee collection and distribution of remaining funds.
Connect eligible taxpayers to advance solutions based on expected refunds through participating financial partners.
Bring financial services directly into the software tax professionals already use.
Our vision is to make financial technology feel like a natural extension of the tax preparation journey. Payments, access to financing and software connectivity should work together rather than in silos.
TaxBridge is in development. Product availability, eligibility and partner integrations will be announced at launch.