TaxAct Enhances BluPrint, Giving Consumers More Ways to Make Their Money Work Harder for Them

March 21, 2019
New Partnerships Strengthen BluPrint's Capability to Enable Tax Filers to Assess Fiscal Fitness, Organize Priorities, and Get Started on Taking Control of Financial Health

CEDAR RAPIDS, Iowa, March 21, 2019 /PRNewswire/ -- If you're still waiting to file your 2018 tax return, here's a new reason to get started: consumers who file their taxes using TaxAct® will be the first to take advantage of the newly-enhanced BluPrint. As an exclusive TaxAct benefit, BluPrint is a tool designed to help filers assess their fiscal fitness and achieve their financial goals.

TaxAct, www.taxact.com (PRNewsfoto/TaxAct)

"Working with consumers to maximize their tax refunds and simplify the e-filing process is important, but we also look to empower them to improve all areas of their financial lives," said Curtis Campbell, President of TaxAct. "BluPrint gives our customers the information and resources they need to identify their financial priorities, set goals, and take meaningful steps toward making their money work harder for them."

According to a recent online survey, conducted by YouGov PLC and commissioned by TaxAct, of 1,209 U.S. adults who plan to electronically file their taxes, most say they'll use their refunds to improve their financial well-being. Forty-one percent of respondents have their refund earmarked to pay off debt, while 37 percent plan to save it for the future.

To help filers maximize their refunds in a financially responsible way, the free, personalized BluPrint offers savings opportunities from key industry partners, including:

  • Credible (https://www.credible.com): Access to the Credible marketplace lets TaxAct customers compare their options with multiple lenders offering personal loans, student loans, and credit cards, potentially saving them hundreds or thousands of dollars in interest payments.
  • Ethos (https://www.getethos.com): To help protect the financial future of a filer's family, Ethos provides life insurance plans that are affordable and specifically tailored to each filer's stage of life.
  • KeyBank (https://www.key.com/personal/index.jsp): KeyBank is offering TaxAct users exclusive opportunities to help improve their financial wellness, including various savings solutions and loans, debt consolidation opportunities, and credit cards. 

"We are proud to provide customizable tools that enable our customers to take control of their financial future through smart debt management strategies and long-term savings advantages," said Campbell. "It takes more energy to worry than to plan. At TaxAct, we are committed to helping our customers secure financial stability for years to come."

About TaxAct
TaxAct is the savvy tax-filing partner, providing hardworking Americans with affordable digital and downloadable tax management software to successfully navigate the U.S. Tax Code and improve their overall financial well-being. TaxAct's products enable all users, regardless of profession or tax bracket, to quickly, accurately, and cost-effectively file their taxes—and find ways to save money in all areas of their financial lives.

To learn more about TaxAct, a business of Blucora, Inc. (NASDAQ: BCOR), visit www.taxact.com and www.taxact.com/professional, or connect with us on Facebook, LinkedIn, and Twitter.

About Blucora®
Blucora, Inc. (NASDAQ: BCOR) is on the forefront of financial technology, pioneering tax-smart financial solutions that empower people's goals. Blucora operates through two primary businesses, HD Vest, the No.1 tax-focused broker-dealer with $46 billion in total client assets as of September 30, 2018, and TaxAct, the No. 3 tax preparation software by market share with approximately 4 million consumer and professional users. With integrated tax and wealth management, Blucora is uniquely positioned to provide better long-term outcomes for customers with holistic, tax-advantaged solutions. For more information on Blucora or its businesses, please visit www.blucora.com.

About YouGov
All figures, unless otherwise stated, are from YouGov PLC. Total sample size was 1,209 adults (994 of whom typically file taxes). Fieldwork was undertaken between January 30 and 31, 2019. The survey was carried out online. The figures have been weighted and are representative of all U.S. adults (aged 18+).

Media Contact
Dana Taormina
JConnelly for TaxAct
(973) 850-7305
taxact@jconnelly.com 

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SOURCE TaxAct