Increase conversion, reduce friction and improve the user experience
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Automate the process of retrieving tax forms, eliminating the need for a manual upload.
The most comprehensive direct deposit switching solution yet
Create a customized user experience, monitor direct deposit allocations, and give users more deposit switching options.
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Reduce operating expenses by allowing for automatic verification of documents. Supported formats include PDF and JSON for maximum flexibility and available types include W-2, 1099-K, 1099-MISC, and 1099-NEC.
The most comprehensive direct deposit switching solution yet
Create a customized user experience, monitor direct deposit allocations, and give users more deposit switching options.
![checkmark icon](https://cdn.prod.website-files.com/632be9850bc65a6eacc40d2f/6334298e4d4ec11781933159_checkmark-icon.svg)
Allow users to download their tax forms directly from your application to meet their yearly tax filing needs.
The most comprehensive direct deposit switching solution yet
Create a customized user experience, monitor direct deposit allocations, and give users more deposit switching options.
![checkmark icon](https://cdn.prod.website-files.com/632be9850bc65a6eacc40d2f/6334298e4d4ec11781933159_checkmark-icon.svg)
Deploy a tax strategy in record time. We make it easy to implement fully embedded tax solutions right into your app or service in conjunction with our technology partners.