Easy Expense partners with Column Tax to transform tax filing for the self-employed

About Easy Expense

Easy Expense is a spend management and bookkeeping solution for self-employed taxpayers, including small business owners, gig workers, and independent contractors.

Historically, these groups have spent more time and money on their tax returns than traditional, W-2 employees, due to the difficulty of tracking every business transaction. But with Easy Expense, they can automatically scan and categorize receipts, link their card and bank accounts to flag relevant charges, use GPS to log deductible mileage, and generate mobile invoices—all on one centralized platform. This not only simplifies tax preparation, it allows them to easily analyze their spending patterns, so they can set more informed budgets and make smarter financial decisions.

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The problem: All of the data for taxes, in need of a filing solution

Easy Expense successfully aggregates financial data from customers’ receipts, bank accounts, invoices, and more. Customers could then take that data and to file their taxes. That might mean paying for a bookkeeper or a third party online filing provider—but, often, it meant navigating complex self-employment tax requirements on their own.

Customers would have to leave Easy Expense’s platform to actually file their taxes. Easy Expense wanted a simple way to take that burden off their users’ shoulders.

After looking into various options, Easy Expense chose to offer this valuable feature in-house to enable a frictionless tax filing experience. That’s when they found Column Tax.

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The fix: An embedded, end-to-end tax filing solution

Column Tax’s API embeds tax capabilities directly into Easy Expense’s platform, so customers can file their taxes without ever leaving the app. As an IRS-approved e-file provider, Column Tax takes the financial data customers have tracked through Easy Expense andmaps it onto their tax forms, ulitimately submitting a completed return on their behalf.

That not only eliminates the hassles, headaches, and costs of tax preparation, it allows Easy Expense customers to refocus their time and efforts on what really matters: their businesses. The IRS estimates it takes the average business taxpayer 24 hours to prepare and file their tax return; with Easy Expense and Column Tax, it can be done in less than one.

“Thanks to Column Tax, we can now take our customers all the way through a magical tax experience, from automatically tracking their deductible expenses to quickly filing their returns.” – Eli Bucher, Founder and CEO, Easy Expense

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The outcome

• 20+ hours saved: By embedding taxes, Easy Expense customers can automatically flow their financial data into their tax forms, reducing several days of work to under an hour.
• Seamless filing: Column Tax embeds tax capabilities directly into Easy Expense’s back end, so customers can file without ever leaving the platform.‍
• Value-added feature: With Column Tax and Easy Expense, users can access a seamless tax filing process, from scanned receipts to accepted returns.