IRS Authorized e-File Provider
Boost your revenue with embedded taxes
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.
Companies at every scale love working with Column Tax
“Embedding tax filing services through Column Tax has proven to be an excellent way of driving engagement and making MoneyLion the top-of-wallet relationship.”
Cynthia Kleinbaum Milner
CMO
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.
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An award-winning product loved by users
Ready to get started?
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