Complementary Tax Filing and Improved Financial Health: An Alluring Offer Via KeyBank in Relationship with TaxAct
The offer, which is available currently and until
All TaxAct and KeyBank customers can request to receive a BluPrint report during the tax filing process. With significant improvements from last year's version, the newly enhanced BluPrint provides a much more engaging, content-rich and guided experience to help customers capture value. This includes identifying potential future savings opportunities for customers and providing offers from KeyBank and other partners to reduce credit card debt, increase retirement funds, and meet other personal finance objectives. The TaxAct BluPrint report is planned to launch for customers in
"Our relationship with KeyBank stems from our shared mission to provide both of our customers the necessary tools and resources to improve their overall financial well-being," said
Through the relationship, and with consent from its customer, KeyBank receives select tax data from TaxAct to offer accurate and relevant financial wellness recommendations in return for covering the cost of the tax preparation and filing.
The KeyBank opportunities now available to eligible TaxAct customers via BluPrint include:
- Recommendations for KeyBank savings accounts that are the best fit for a customer's long-term savings goals
- Debt consolidation solutions from KeyBank with personal loans or special credit card offers that can help consumers pay down their debt
- Access to KeyBank's personal financial wellness tool, which customers can use to better understand their finances, set money goals, and track their progress toward reaching those goals
"KeyBank takes a holistic view of our clients' financial wellness. We offer services and solutions to help our clients to improve their financial situation, such as making the most of potential tax savings," said
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.
TaxAct also offers a suite of TaxAct Professional enterprise solutions to help independent tax professionals maximize revenue and optimize client service. TaxAct Professionals can efficiently manage and grow practices of any size using scalable software and e-filing options which are customized for their businesses. To learn more about TaxAct, a business of
JConnelly for TaxAct
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