Column Tax’s white-label solutions enable delightful, easy tax filing for your customers — right where they’re already banking or managing their money.
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.
99%
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%
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%
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.
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.
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.