Build and strengthen
relationships with your account holders  

Give your customers more reason to keep banking with you, and fewer opportunities to be caught in someone else’s tax filing/bank account loop.

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Grow your business

Offering tax products can supercharge your business 

Drive deposits
Acquire new customers
Reactivate and retain users

Drive deposits

Connecting your user’s taxes to where they’re already banking makes it easy to ensure their refund is going directly to their account. You capture what is often someone’s largest deposit of the year, and your customers get their money faster. Win win.  

Acquire new customers

Many taxpayers are desperate for something simpler, faster, and more connected to their existing financial information. Rounding out your banking experience with tax filing can help you become the financial hub these taxpayers are looking for. 

Reactivate and retain users

When you’re the hub for your customers’ finances, everything clicks: their banking experience informs their tax experience, and vice versa.. When everything is connected and building on itself year over year, your customers’ experience with you will get better too.  

Drive deposits

Connecting your user’s taxes to where they’re already banking makes it easy to ensure their refund is going directly to their account. You capture what is often someone’s largest deposit of the year, and your customers get their money faster. Win win.  

Acquire new customers

Many taxpayers are desperate for something simpler, faster, and more connected to their existing financial information. Rounding out your banking experience with tax filing can help you become the financial hub these taxpayers are looking for. 

Reactivate and retain users

When you’re the hub for your customers’ finances, everything clicks: their banking experience informs their tax experience, and vice versa.. When everything is connected and building on itself year over year, your customers’ experience with you will get better too.  

Connect the dots

Unlock a best in class tax experience for all of your account holders

Refund Importance

Tax refunds are many Americans’ largest single deposit of the year. American taxpayers receive ~$350b in personal tax refunds. 

Each year, tax refunds are paid out to 75% of taxpayers.

The average tax refund in the U.S. is $2,890

In the last 25 years, tax refund amounts have nearly doubled.

“MoneyLion’s strategic partnership with Column Tax allows us to continue to democratize access to financial services and education to all Americans.”

Tim Hong

Chief Product Officer

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