Column Tax

Column Tax’s white-label solutions enable delightful, easy tax filing for your customers — right where they’re already banking or managing their money.

The power of a CPA in the palm of your hand Embedded tax filing that meets the needs of every type of filer, from the do-it-yourself W2 employee to the seasoned investor and everyone in-between.

We make tax filing simpler for your users and a revenue driver for your business

• 99% of tax refunds deposited to our embedded partners. When a taxpayer chooses you to handle their tax filing, it’s a sign of trust, and they’re extraordinarily likely to have their tax refund deposited directly into their account with you.
• 10-25% of users switch their direct deposits after filing. Tax refund deposits are the path towards account primacy — taxpayers who receive refunds into one account often switch their other direct deposits to that account too.
• 20-35% higher customer retention. Attract and retain users with DIY filing or our premium Expert Review product. Taxpayers trust Column Tax—and they stay loyal to the financial products that offer it.

How it works Supercharge your app with tax filing

1. Column Tax is embedded in your own app or website — wherever your customers are.
2. We simplify the tax filing experience by pre-filling everything you already know about your customers.
3. Then Column Tax does the rest. Our platform makes it possible to collect the rest of data needed. End-to-end.
4. Connect tax filing back to your product to offer the most seamless experience in the industry

Companies at every scale love working with Column Tax

Customizable integration built for your timeline. Our APIs are designed to help you move fast and confidently — we’ll get you from zero to accepted returns in one week or less.

Tax filing for every type of financial app. If your product touches someone’s financial life — whether you’re a bank, platform for independent contractors, or budgeting tool — offering tax filing can benefit both your customers and your bottom line.

The Column Tax difference Tax products built for todays world. Column Tax is the first ever IRS authorized API-first tax filing product. We’ve built a best in class experience, offer a maximum refund and accuracy guarantee for your customers, and we’ll even handle customer support.