Column Tax

TL;DR

Offers white-label, embeddable tax filing solutions for any app.
Helps businesses increase revenue and customer retention.
Ideal for banks, fintech apps, and platforms serving freelancers.

What is Column Tax

Column Tax is an API-first embedded tax software that enables financial companies to offer tax preparation and filing services directly within their own applications. It solves the problem of disconnected financial services by allowing banks, brokerage firms, and freelancer platforms to provide a seamless, white-labeled tax experience to their customers. As an IRS-authorized e-File provider, Column Tax functions as an integrated financial tool, designed to increase user engagement, retention, and revenue for its partners.

Key Features

Embedded Tax Filing API: Integrate a full-featured tax filing experience directly into your app or website with a customizable, API-first solution.
White-Label Solution: Maintain your brand identity with a completely white-labeled interface, making the tax filing service feel native to your platform.
DIY & Expert Review Options: Offer users two tiers of service: a self-guided DIY filing option and a premium Expert Review service with access to CPAs.
Automated Data Pre-fill: Simplify the filing process for users by automatically pre-filling tax forms with data your application already possesses.
IRS Authorized & Secure: Build user trust with an IRS-authorized e-File provider that is SOC 2 certified and uses bank-grade encryption to protect sensitive data.

Who is Column Tax for?

Financial Institutions & Banks
Fintech Application Developers
Brokerage Firms
Platforms for Small Businesses and Freelancers
Budgeting and Personal Finance Apps

Key Use Cases & Applications

Enabling neobanks and traditional banks to offer in-app tax filing.
Providing integrated tax solutions for freelance and gig economy platforms.
Allowing brokerage platforms to help users manage investment-related tax obligations.
Increasing "account primacy" by routing tax refunds directly into a user's primary account.

Pros

Creates a new revenue stream and increases customer retention for partners.
Fast, API-first integration can be completed in as little as one week.
Highly secure as an IRS-authorized and SOC 2 certified provider.
Offers flexible options for end-users, including DIY and expert CPA review.
Offloads tax-related customer support from the partner company.

Cons

Not a standalone product for direct consumer use.
Requires internal development resources to integrate the API.

Pricing Info

Pricing is not publicly available, You need to book a demo with them.

FAQs

Is Column Tax a service for individual taxpayers?

No, Column Tax is a B2B platform. It provides the technology for other companies (like your bank or a freelancer app) to offer tax filing services to their customers. You cannot sign up and file directly on the Column Tax website.

How does the integration process work for a business?

Column Tax offers a robust, API-first solution designed for fast integration. Their team works with your developers to embed the white-labeled tax filing flow into your existing app or website, with a stated goal of going from start to accepting returns in under a week.

What tax situations can Column Tax handle?

The platform is designed to handle a wide range of tax scenarios, from simple W-2 employee returns to more complex situations involving investments and freelance income. They offer both DIY and expert-assisted options to meet diverse user needs.

Who handles customer support for the end-users filing their taxes?

Column Tax handles customer support for the tax filing product on behalf of its partners. This means the partner company does not need to build out its own specialized tax support team.

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