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Earlier this year we entered a partnership with TurboTax, aimed at making taxes a little less taxing. By integrating Pinwheel’s technology, we enabled new TurboTax customers to automatically import their prior year’s tax information into their new TurboTax return. This new capability was designed to help customers save time on tax preparation and minimize the hassle of gathering documentation, enabling them to import their information from their former tax provider directly into our account opening process.
“We contacted Pinwheel in late 2024 with a challenging request: develop a way to instantly import our customers’ prior year tax return from their previous tax provider directly inside our account opening experience…and do it in time for the upcoming tax season!” said Mary Dodd, Business Development Product Partnerships, Intuit Consumer Group “The stellar Pinwheel engineering team was able to create a proof of concept in just 48 hours, making it possible to enhance our customer experience quickly. We look forward to expanding our use of this technology in upcoming years.”
“TurboTax’s innovative and customer-first approach makes filing taxes quick and delightful with the use of consumer-permissioned data. We were thrilled to enable this new application of Pinwheel’s tax form retrieval functionality to better serve American taxpayers. We are already hard at work expanding our capability set for next tax season, ” said Brian Karimi-Pashaki, Head of Revenue at Pinwheel.
TurboTax already automatically imports tax information for returning customers, but by leveraging Pinwheel’s technology, TurboTax offers an even more streamlined import experience for new customers.
