The confidence of filing with a CPA — without the price tag

With Expert Review, we give your customers access to tax experts from the nation’s leading tax firms, ensuring their returns are filed accurately, on-time, with the biggest refund possible.

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53%

of taxpayers still file with CPAs despite costs averaging between $150-$400 per filing

“I’m afraid of messing things up.”
“I need to guarantee I’m getting the best possible outcome.”
“I don’t know what I’m doing.”
“I started a new contract job and everything is different.”
“I was expecting a big refund, but 
when I did it myself it said I owed...”

Drive revenue and growth with Expert Review

Expert Review can be configured to meet your product’s objectives, whether that’s encouraging signups or driving upgrades by including it in a premium tier.

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Taxpayers get a detailed review of their return

Every review comes with notes and suggestions to give taxpayers the confidence that their return is 100% correct, accurate, and that they’ve claimed every credit they can.

Powered by a best-in-class team of experts

Taxpayers get matched with an expert specifically trained for their particular situation, giving your customers accurate, context-aware guidance to help them maximize their refund.

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